U.S., Oct. 15 -- An application to own the trademark for 'SAMMONS WEALTH MANAGEMENT' has been filed on Jan. 06, 2025.
Owner(s):
Sammons Enterprises, Inc.; 5949 Sherry Lane, Suite 1900, , TEXAS
Goods and/or Services:
For: 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 fu...