C CRITERION
Live / Applied — New application — assigned to an examiner (as of 11 Sept 2026)
What this means for you
Not registered yet, but its 24 Mar 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99722076
- Mark type
- Design + words
- Filed
- 24 Mar 2026
- Attorney of record
- Andrew J. Morgan
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial management in the field of investment portfolios
Owner
- Sammons Financial Group, Inc., West Des Moines, IA, US
Prosecution history
- 11 Sept 2026 — ASSIGNED TO EXAMINER
- 10 Sept 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 10 Sept 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 24 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 24 Mar 2026 — NEW APPLICATION ENTERED