TrademarkDir
SAMMONS WEALTH MANAGEMENT
LIVE

Serial Number

98940066

Owner

Sammons Enterprises, Inc.

Attorney

Christine Lebron-Dykeman

Filing Date

Jan 6, 2025

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SAMMONS WEALTH MANAGEMENT Trademark

Serial Number: 98940066

SAMMONS WEALTH MANAGEMENT is a trademark filed by Sammons Enterprises, Inc. on January 6, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Sammons Enterprises, Inc.

5949 Sherry Lane, Suite 1900
Dallas, TX 75225

Entity Type: 03

Trademark Details

Filing Date

January 6, 2025

Registration Date

Not Registered

Published for Opposition

October 14, 2025

Goods & Services

Holding company services performed for third parties, namely, financial asset and investment management; holistic financial advice, namely financial planning, retirement planning, estate planning, and charitable giving planning in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; financial planning and investment advisory services regarding model portfolios, separately managed accounts (SMAs), exchange-traded funds (ETFs), and proprietary private investment funds

tax planning services

Filing History

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jun 3, 2026 EXRA
SOU EXTENSION 1 GRANTED
Jun 2, 2026 EX1G
SOU EXTENSION 1 FILED
Jun 2, 2026 EXT1
SOU TEAS EXTENSION RECEIVED
Jun 2, 2026 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 9, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 14, 2025 NPUB
PUBLISHED FOR OPPOSITION
Oct 14, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 8, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 16, 2025 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 11, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 11, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 11, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 19, 2025 GNRN
NON-FINAL ACTION E-MAILED
Jun 19, 2025 GNRT
NON-FINAL ACTION WRITTEN
Jun 19, 2025 CNRT
ASSIGNED TO EXAMINER
Jun 16, 2025 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jun 4, 2025 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 4, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Jan 6, 2025 MAFR
NEW APPLICATION ENTERED
Jan 6, 2025 NWAP

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