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 NON-FINAL ACTION - MAILED as of Thursday, June 19, 2025. This trademark is owned by Sammons Enterprises, Inc.. The SAMMONS WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Holding company services performed for third parties, namely, asset and investment management; holistic financial advice, namely financial planning, retirement planning, estate planning, tax planning, and charitable giving planning; financial planning and investment advisory services regarding model portfolios, separately managed accounts (SMAs), exchange-traded funds (ETFs), and proprietary private investment funds
sammons wealth management

General Information

Serial Number98940066
Word MarkSAMMONS WEALTH MANAGEMENT
Filing DateMonday, January 6, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateThursday, June 19, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Description of MarkThe 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 ServicesHolding company services performed for third parties, namely, asset and investment management; holistic financial advice, namely financial planning, retirement planning, estate planning, tax planning, and charitable giving planning; financial planning and investment advisory services regarding model portfolios, separately managed accounts (SMAs), exchange-traded funds (ETFs), and proprietary private investment funds

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, January 6, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameSammons Enterprises, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressDallas, TX 75225

Trademark Events

Event DateEvent Description
Monday, January 6, 2025NEW APPLICATION ENTERED
Monday, January 6, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, June 4, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, June 4, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, June 16, 2025ASSIGNED TO EXAMINER
Thursday, June 19, 2025NON-FINAL ACTION E-MAILED
Thursday, June 19, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, June 19, 2025NON-FINAL ACTION WRITTEN

Related Keywords

management wealth sammons planning financial investment namely funds services private managed portfolios model