| Serial Number | 98940066 |
| Word Mark | SAMMONS WEALTH MANAGEMENT |
| Filing Date | Monday, January 6, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Tuesday, September 16, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Description of Mark | The mark consists of a circle with a leaf in the center of the circle. The leaf stem extending through the bottom left side of the circle and the top portion of the leaf breaking through the top right side of the circle with the word "SAMMONS" to the right of the circle and the words "WEALTH MANAGEMENT" centered below the word "SAMMONS". |
| Goods and Services | Holding company services performed for third parties, namely, financial asset and investment management; holistic financial advice, namely financial planning, retirement planning, estate planning, and charitable giving planning in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; financial planning and investment advisory services regarding model portfolios, separately managed accounts (SMAs), exchange-traded funds (ETFs), and proprietary private investment funds |
| Goods and Services | tax planning services |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 11, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Monday, January 6, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Sammons Enterprises, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75225 |
| Event Date | Event Description |
| Monday, January 6, 2025 | NEW APPLICATION ENTERED |
| Monday, January 6, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, June 4, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, June 4, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 16, 2025 | ASSIGNED TO EXAMINER |
| Thursday, June 19, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, June 19, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, September 11, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, September 11, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, September 16, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, September 11, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 19, 2025 | NON-FINAL ACTION WRITTEN |