SOUND ANNUITY SOLUTIONS

LIVE

Serial Number

97215579

Owner

Forward Strategies Insurance Brokerage, L.L.C.

Attorney

Mindi M. Richter

Filing Date

Jan 12, 2022

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SOUND ANNUITY SOLUTIONS Trademark

Serial Number: 97215579 • Registration: 7204626

SOUND ANNUITY SOLUTIONS is a trademark filed by Forward Strategies Insurance Brokerage, L.L.C. on January 12, 2022. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 35 - Advertising & Business

Advertising; business management; business administration; office functions

Owner Contact Info

Forward Strategies Insurance Brokerage, L.L.C. (3 trademarks)

10371 North Oracle Road #102
Oro Valley, AZ 85737

Entity Type: 16

Legal Representation

Attorney of Record

Mindi M. Richter

1,429 trademarks filed View all →

Correspondence Address

Mindi M. Richter Shumaker, Loop & Kendrick, LLP

101 E. Kennedy Blvd., Suite 2800

Tampa, FL 33602

United States

Trademark Details

Filing Date

January 12, 2022

Registration Date

October 31, 2023

Published for Opposition

August 15, 2023

Goods & Services

Insurance and annuity agency services; Providing information in the field of insurance and annuities

Business and marketing consulting services provided to insurance agents and brokers; Business development consulting services provided to insurance agents and brokers; Providing referrals to insurance agents and brokers; Lead generation services; Providing business and consumer product information in the field of insurance and annuities; Business support services, namely, providing business consulting and business information to insurance agents

Filing History

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

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 15, 2025 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 15, 2025 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Oct 15, 2025 REAP

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Oct 31, 2023 NRCC

REGISTERED-PRINCIPAL REGISTER

Oct 31, 2023 R.PR

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Aug 15, 2023 NPUB

PUBLISHED FOR OPPOSITION

Aug 15, 2023 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jul 26, 2023 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 10, 2023 CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Jul 8, 2023 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jul 7, 2023 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jul 7, 2023 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Apr 11, 2023 GNRN

NON-FINAL ACTION E-MAILED

Apr 11, 2023 GNRT

NON-FINAL ACTION WRITTEN

Apr 11, 2023 CNRT

TEAS/EMAIL CORRESPONDENCE ENTERED

Mar 1, 2023 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Feb 28, 2023 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Feb 28, 2023 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 26, 2022 GNRN

NON-FINAL ACTION E-MAILED

Oct 26, 2022 GNRT

NON-FINAL ACTION WRITTEN

Oct 26, 2022 CNRT

ASSIGNED TO EXAMINER

Oct 19, 2022 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jan 19, 2022 NWOS

NEW APPLICATION ENTERED

Jan 15, 2022 NWAP

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