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Official data from USPTO

SOUND ANNUITY SOLUTIONS

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

SOUND ANNUITY SOLUTIONS

ST13

US500000097215579

Class

35, 36

Filing

97215579

Registration

7204626

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

27

Latest update

12/18/2025

Trademark type

Word

Nice classes

35, 36

Filing date

01/12/2022

Registration date

10/31/2023

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/31/2023

Last transaction

12/18/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

2021-06-00

First use in commerce

2021-06-00

Drawing code

4

Owner type

16

Owner location

Oro Valley, AZ

Examiner

PODESTA,GIDETTE

Law office

N70

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Forward Strategies Insurance Brokerage, L.L.C.

Representatives

Mindi M. Richter Shumaker, Loop & Kendrick, LLP

Technical classification

Nice Classes

Class 35Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

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 servicesproviding business consulting and business information to insurance agents

Class 36

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

Publications

History of USPTO decisions and trademark events.

27 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

12/16/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

12/16/2025

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

12/16/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

10/15/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

10/15/2025

REAP

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

10/15/2025

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

10/31/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

10/31/2023

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

08/15/2023

PUBO

PUBLISHED FOR OPPOSITION

08/15/2023

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

07/26/2023

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

07/10/2023

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

07/08/2023

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/07/2023

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

07/07/2023

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

04/11/2023

GNRT

NON-FINAL ACTION E-MAILED

04/11/2023

CNRT

NON-FINAL ACTION WRITTEN

04/11/2023

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/01/2023

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/28/2023

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/28/2023

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

10/26/2022

GNRT

NON-FINAL ACTION E-MAILED

10/26/2022

CNRT

NON-FINAL ACTION WRITTEN

10/26/2022

DOCK

ASSIGNED TO EXAMINER

10/19/2022

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

01/19/2022

NWAP

NEW APPLICATION ENTERED

01/15/2022

Continuous trademark protection

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