SAMMONS WEALTH MANAGEMENT - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98940066
Word Mark
SAMMONS WEALTH MANAGEMENT
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2025-01-06
Filing Date
2025-01-06
Attorney Name
Statements
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, 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 Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2025-01-06
Primary Code
036
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Christine Lebron-Dykeman McKee, Voorhees & Sease, P.L.C.
Address
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Trademark Events
| Event Date | Event Description |
| 2025-01-06 | NEW APPLICATION ENTERED |
| 2025-01-06 | APPLICATION FILING RECEIPT MAILED |
