SAM SOUTHWEST ANNUITIES MARKETING Trademark

Trademark Overview


On Friday, September 13, 2024, a trademark application was filed for SAM SOUTHWEST ANNUITIES MARKETING with the United States Patent and Trademark Office. The USPTO has given the SAM SOUTHWEST ANNUITIES MARKETING trademark a serial number of 98750030. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, December 23, 2025. This trademark is owned by Southwest Annuities Marketing, LLC. The SAM SOUTHWEST ANNUITIES MARKETING trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

Education services, namely, providing non-downloadable webinars in the field of financial planning, investment and asset management, insurance, and annuities; Non-downloadable electronic publications in the nature of newsletters and blogs in the field of financial planning, investment and asset management, insurance, and annuities; Providing online non-downloadable videos in the field of financial planning, investment and asset management, insurance, and annuities; Entertainment services, namely, providing podcasts in the field of financial planning, investment and asset management, insurance, and annuities; Educational services, namely, workshops, seminars, conferences, coaching, training, and classes in the fields of financial planning, investment and asset management, insurance, and annuities; online blogs in the fields of financial planning, investment and asset management, insurance, and annuities

Advertising, marketing, and promotion services for life insurance and annuities agents and agencies; Business management consulting and advisory services for life insurance and annuities agents and agencies in the fields of life insurance and annuities; Sales lead and referral services for life insurance and annuities agents and agencies; Online business directories featuring life insurance and annuities agents; Concept and brand development services for life insurance and annuities agents and agencies; Arranging and conducting incentive reward programs for life insurance and annuities agents and agencies to promote the sale of life insurance and annuities; Providing business management and administration services for life insurance agents and agencies; Providing business information in the fields of business, marketing, advertising, and promotion for life insurance and annuities agents and agencies in the fields of life insurance and annuities

Providing online non-downloadable computer software platforms for managing, operating, marketing, and developing business in the fields of financial planning, investment and asset management, insurance, and annuities; Providing on-line non-downloadable software for managing, operating, marketing, and developing insurance and financial businesses, and for education and training related thereto

Insurance and annuities brokerage; Financial consultancy; Financial consultation in the fields financial planning, investment and asset management, insurance, and annuities; Providing information in the field of finance, financial investments, insurance and annuities
sam southwest annuities marketing

General Information


Serial Number98750030
Word MarkSAM SOUTHWEST ANNUITIES MARKETING
Filing DateFriday, September 13, 2024
Status688 - NOTICE OF ALLOWANCE - ISSUED
Status DateTuesday, December 23, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 28, 2025

Trademark Statements


Goods and ServicesEducation services, namely, providing non-downloadable webinars in the field of financial planning, investment and asset management, insurance, and annuities; Non-downloadable electronic publications in the nature of newsletters and blogs in the field of financial planning, investment and asset management, insurance, and annuities; Providing online non-downloadable videos in the field of financial planning, investment and asset management, insurance, and annuities; Entertainment services, namely, providing podcasts in the field of financial planning, investment and asset management, insurance, and annuities; Educational services, namely, workshops, seminars, conferences, coaching, training, and classes in the fields of financial planning, investment and asset management, insurance, and annuities; online blogs in the fields of financial planning, investment and asset management, insurance, and annuities
Goods and ServicesAdvertising, marketing, and promotion services for life insurance and annuities agents and agencies; Business management consulting and advisory services for life insurance and annuities agents and agencies in the fields of life insurance and annuities; Sales lead and referral services for life insurance and annuities agents and agencies; Online business directories featuring life insurance and annuities agents; Concept and brand development services for life insurance and annuities agents and agencies; Arranging and conducting incentive reward programs for life insurance and annuities agents and agencies to promote the sale of life insurance and annuities; Providing business management and administration services for life insurance agents and agencies; Providing business information in the fields of business, marketing, advertising, and promotion for life insurance and annuities agents and agencies in the fields of life insurance and annuities
NOT AVAILABLESOUTHWEST ANNUITIES MARKETING
Goods and ServicesProviding online non-downloadable computer software platforms for managing, operating, marketing, and developing business in the fields of financial planning, investment and asset management, insurance, and annuities; Providing on-line non-downloadable software for managing, operating, marketing, and developing insurance and financial businesses, and for education and training related thereto
Goods and ServicesInsurance and annuities brokerage; Financial consultancy; Financial consultation in the fields financial planning, investment and asset management, insurance, and annuities; Providing information in the field of finance, financial investments, insurance and annuities

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 13, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 13, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, September 13, 2024
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, September 13, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameSouthwest Annuities Marketing, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressClearwater, FL 33759

Party NameSouthwest Annuities Marketing, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressClearwater, FL 33759

Trademark Events


Event DateEvent Description
Friday, September 13, 2024NEW APPLICATION ENTERED
Monday, January 27, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, March 13, 2025ASSIGNED TO EXAMINER
Saturday, April 5, 2025NON-FINAL ACTION WRITTEN
Saturday, April 5, 2025NON-FINAL ACTION E-MAILED
Saturday, April 5, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 2, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Wednesday, July 2, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Friday, September 26, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 26, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 26, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, September 27, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, October 10, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, October 10, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, October 10, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, October 22, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 28, 2025PUBLISHED FOR OPPOSITION
Tuesday, October 28, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 16, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, December 16, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, December 16, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 23, 2025NOA E-MAILED - SOU REQUIRED FROM APPLICANT