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 PUBLISHED FOR OPPOSITION as of Tuesday, June 17, 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 | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, June 17, 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 | 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 | 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 |
| Monday, October 21, 2024 | NEW APPLICATION ENTERED |
| Tuesday, April 22, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 23, 2025 | ASSIGNED TO EXAMINER |
| Friday, May 9, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, May 9, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, May 9, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 13, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 13, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, May 13, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, May 17, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 11, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 17, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 17, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
