SAMMONS WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, January 6, 2025, a trademark application was filed for SAMMONS WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SAMMONS WEALTH MANAGEMENT trademark a serial number of 98940066. The federal status of this trademark filing is FIRST EXTENSION - GRANTED as of Tuesday, June 2, 2026. This trademark is owned by Sammons Enterprises, Inc.. The SAMMONS WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
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
tax planning services
General Information
| Serial Number | 98940066 |
| Word Mark | SAMMONS WEALTH MANAGEMENT |
| Filing Date | Monday, January 6, 2025 |
| Status | 730 - FIRST EXTENSION - GRANTED |
| Status Date | Tuesday, June 2, 2026 |
| 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 | Tuesday, October 14, 2025 |
Trademark Statements
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| 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 |
Classification Information
| 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 |
Trademark Owner History
| Party Name | Sammons Enterprises, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75225
US |
| Party Name | Sammons Enterprises, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75225
US |
Trademark Events
| Event Date | Event Description |
| Monday, January 6, 2025 | NEW APPLICATION ENTERED |
| Monday, January 6, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, June 4, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 4, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, June 16, 2025 | ASSIGNED TO EXAMINER |
| Thursday, June 19, 2025 | NON-FINAL ACTION WRITTEN |
| 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 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 11, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, September 16, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 8, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 14, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 14, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 9, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 2, 2026 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, June 2, 2026 | SOU EXTENSION 1 FILED |
| Tuesday, June 2, 2026 | SOU EXTENSION 1 GRANTED |
| Wednesday, June 3, 2026 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
