SD&A SIMON, DILL & ASSOCIATES Trademark
Trademark Overview
On Monday, October 21, 2024, a trademark application was filed for SD&A SIMON, DILL & ASSOCIATES with the United States Patent and Trademark Office. The USPTO has given the SD&A SIMON, DILL & ASSOCIATES trademark a serial number of 98812462. The federal status of this trademark filing is REGISTERED as of Tuesday, August 5, 2025. This trademark is owned by CDBS Holdings, LLC. The SD&A SIMON, DILL & ASSOCIATES trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning services; financial advice and consultancy services; financial asset management; financial portfolio management
General Information
| Serial Number | 98812462 |
| Word Mark | SD&A SIMON, DILL & ASSOCIATES |
| Filing Date | Monday, October 21, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 5, 2025 |
| Registration Number | 7878955 |
| Registration Date | Tuesday, August 5, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 17, 2025 |
Trademark Statements
| Description of Mark | The mark consists of the initials "SD&A", with the ampersand being larger than the initials, followed by a vertical bar and the wording SIMON, DILL & ASSOCIATES, with the wording "SIMON, DILL" over the wording "& ASSOCIATES". |
| Pseudo Mark | SD AND A SIMON DILL AND ASSOCIATES |
| Goods and Services | Financial planning services; financial advice and consultancy services; financial asset management; financial portfolio management |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "ASSOCIATES" |
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 | Monday, October 21, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 5, 2024 |
| First Use In Commerce Date | Monday, August 5, 2024 |
Trademark Owner History
| Party Name | CDBS Holdings, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rosemont, IL 60018 |
| Party Name | CDBS Holdings, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rosemont, IL 60018 |
| Party Name | CDBS Holdings, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rosemont, IL 60018 |
Trademark Events
| Event Date | Event Description |
| Tuesday, April 22, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 23, 2025 | ASSIGNED TO EXAMINER |
| Monday, October 21, 2024 | NEW APPLICATION ENTERED |
| Friday, May 9, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 13, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 13, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, May 9, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, May 9, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 13, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, May 17, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 17, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 17, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 5, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 5, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, June 11, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
