SAM SOUTHWEST ANNUITIES MARKETING
LIVE

Serial Number

98750030

Owner

Southwest Annuities Marketing, LLC

Attorney

Mindi M. Richter

First Use Date

Feb 11, 2025

Filing Date

Sep 13, 2024

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SAM SOUTHWEST ANNUITIES MARKETING Trademark

Serial Number: 98750030

SAM SOUTHWEST ANNUITIES MARKETING is a trademark filed by Southwest Annuities Marketing, LLC on September 13, 2024. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Southwest Annuities Marketing, LLC (3 trademarks)

2650 McCormick Drive, Suite 300L
Clearwater, FL 33759

Entity Type: 16

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

Filing History

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Aug 21, 2026 EXRA
SOU EXTENSION 1 GRANTED
Aug 21, 2026 EX1G
STATEMENT OF USE PROCESSING COMPLETE
Aug 21, 2026 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Aug 20, 2026 AITU
SOU EXTENSION 1 FILED
Jun 23, 2026 EXT1
SOU TEAS EXTENSION RECEIVED
Jun 23, 2026 EEXT
USE AMENDMENT FILED
May 26, 2026 IUAF
TEAS STATEMENT OF USE RECEIVED
May 26, 2026 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 23, 2025 NOAM
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 16, 2025 TCCA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 16, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 16, 2025 COAR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 28, 2025 NPUB
PUBLISHED FOR OPPOSITION
Oct 28, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 22, 2025 NONP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 10, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 10, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 10, 2025 REAP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 27, 2025 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 26, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 26, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 26, 2025 TROA
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Jul 2, 2025 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Jul 2, 2025 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 5, 2025 GNRN
NON-FINAL ACTION E-MAILED
Apr 5, 2025 GNRT
NON-FINAL ACTION WRITTEN
Apr 5, 2025 CNRT
ASSIGNED TO EXAMINER
Mar 13, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 27, 2025 NWOS
NEW APPLICATION ENTERED
Sep 13, 2024 NWAP