Serial Number
98750030
Owner
Southwest Annuities Marketing, LLCAttorney
Mindi M. RichterFirst Use Date
Feb 11, 2025
Filing Date
Sep 13, 2024
SAM SOUTHWEST ANNUITIES MARKETING Trademark
Serial Number: 98750030
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
2650 McCormick Drive, Suite 300L
Clearwater, FL 33759
Entity Type: 16
Legal Representation
Correspondence Address
Mindi M. Richter Shumaker, Loop & Kendrick, LLP
101 E. Kennedy Blvd., Suite 2800
Tampa, FL 33602
United States
Trademark Details
Filing Date
September 13, 2024
Registration Date
Not Registered
First Use Anywhere
February 11, 2025
First Use in Commerce
February 11, 2025
Published for Opposition
October 28, 2025
Goods & Services
Education services, namely, providing non-downloadable webinars in the field of financial planning, investment and asset management, insurance, and annuities; Non-downloadable electronic publications in the nature of newsletters and blogs in the field of financial planning, investment and asset management, insurance, and annuities; Providing online non-downloadable videos in the field of financial planning, investment and asset management, insurance, and annuities; Entertainment services, namely, providing podcasts in the field of financial planning, investment and asset management, insurance, and annuities; Educational services, namely, workshops, seminars, conferences, coaching, training, and classes in the fields of financial planning, investment and asset management, insurance, and annuities; online blogs in the fields of financial planning, investment and asset management, insurance, and annuities
Advertising, marketing, and promotion services for life insurance and annuities agents and agencies; Business management consulting and advisory services for life insurance and annuities agents and agencies in the fields of life insurance and annuities; Sales lead and referral services for life insurance and annuities agents and agencies; Online business directories featuring life insurance and annuities agents; Concept and brand development services for life insurance and annuities agents and agencies; Arranging and conducting incentive reward programs for life insurance and annuities agents and agencies to promote the sale of life insurance and annuities; Providing business management and administration services for life insurance agents and agencies; Providing business information in the fields of business, marketing, advertising, and promotion for life insurance and annuities agents and agencies in the fields of life insurance and annuities
Providing online non-downloadable computer software platforms for managing, operating, marketing, and developing business in the fields of financial planning, investment and asset management, insurance, and annuities; Providing on-line non-downloadable software for managing, operating, marketing, and developing insurance and financial businesses, and for education and training related thereto
Insurance and annuities brokerage; Financial consultancy; Financial consultation in the fields financial planning, investment and asset management, insurance, and annuities; Providing information in the field of finance, financial investments, insurance and annuities