LIVEWELL PLUS MUTUAL FUND IRA Trademark
Trademark Overview
On Wednesday, October 1, 2025, a trademark application was filed for LIVEWELL PLUS MUTUAL FUND IRA with the United States Patent and Trademark Office. The USPTO has given the LIVEWELL PLUS MUTUAL FUND IRA trademark a serial number of 99423725. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Friday, February 20, 2026. This trademark is owned by Sammons Financial Group, Inc.. The LIVEWELL PLUS MUTUAL FUND IRA trademark is filed in the Insurance & Financial Services category with the following description:
Underwriting, issuance and administration of annuities; Investment management of and distribution of annuities; Establishing mutual funds for others; Mutual fund brokerage; Mutual fund distribution
General Information
| Serial Number | 99423725 |
| Word Mark | LIVEWELL PLUS MUTUAL FUND IRA |
| Filing Date | Wednesday, October 1, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Friday, February 20, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| NOT AVAILABLE | "MUTUAL FUND IRA" |
| Goods and Services | Underwriting, issuance and administration of annuities; Investment management of and distribution of annuities; Establishing mutual funds for others; Mutual fund brokerage; Mutual fund distribution |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 1, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Sammons Financial Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | West Des Moines, IA 50266
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, October 1, 2025 | NEW APPLICATION ENTERED |
| Wednesday, October 1, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, February 10, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 20, 2026 | ASSIGNED TO EXAMINER |
