401K MADE SIMPLE Trademark

Trademark Overview


On Friday, June 11, 2010, a trademark application was filed for 401K MADE SIMPLE with the United States Patent and Trademark Office. The USPTO has given the 401K MADE SIMPLE trademark a serial number of 85060230. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 6, 2022. This trademark is owned by Sequoia Financial Advisors, Inc.. The 401K MADE SIMPLE trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment advisory services for qualified retirement plans; pension planning; qualified retirement planning; retirement plan consulting; investment advisory services for consumers, corporations, business owners, qualified plan trustees, sponsors and participants
401k made simple

General Information


Serial Number85060230
Word Mark401K MADE SIMPLE
Filing DateFriday, June 11, 2010
Status710 - CANCELLED - SECTION 8
Status DateFriday, May 6, 2022
Registration Number4046331
Registration DateTuesday, October 25, 2011
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 18, 2011

Trademark Statements


Goods and ServicesFinancial services, namely, investment advisory services for qualified retirement plans; pension planning; qualified retirement planning; retirement plan consulting; investment advisory services for consumers, corporations, business owners, qualified plan trustees, sponsors and participants
Disclaimer with Predetermined Text"401K"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 6, 2022
Primary Code036
First Use Anywhere DateWednesday, June 1, 2011
First Use In Commerce DateSunday, July 10, 2011

Trademark Owner History


Party NameCAPITAL INSIGHT PARTNERS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSCOTTSDALE, AZ 85255

Party NameSequoia Financial Advisors, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85018

Party NameSequoia Financial Advisors, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85018

Party NameSequoia Financial Advisors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85018

Trademark Events


Event DateEvent Description
Friday, May 6, 2022CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Sunday, October 25, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, February 27, 2017NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Monday, February 27, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, February 27, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, January 18, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, December 29, 2016TEAS SECTION 8 RECEIVED
Thursday, December 29, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, October 25, 2016COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, September 6, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 6, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, October 25, 2011REGISTERED-PRINCIPAL REGISTER
Thursday, September 22, 2011NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, September 21, 2011LAW OFFICE REGISTRATION REVIEW COMPLETED
Saturday, September 17, 2011ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, August 24, 2011STATEMENT OF USE PROCESSING COMPLETE
Saturday, August 13, 2011USE AMENDMENT FILED
Wednesday, August 24, 2011CASE ASSIGNED TO INTENT TO USE PARALEGAL
Saturday, August 13, 2011TEAS STATEMENT OF USE RECEIVED
Tuesday, March 15, 2011NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, January 18, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 18, 2011PUBLISHED FOR OPPOSITION
Monday, December 13, 2010LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, December 13, 2010ASSIGNED TO LIE
Saturday, November 20, 2010APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, November 19, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 19, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 19, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sunday, September 26, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, September 26, 2010NON-FINAL ACTION E-MAILED
Sunday, September 26, 2010NON-FINAL ACTION WRITTEN
Tuesday, September 21, 2010ASSIGNED TO EXAMINER
Wednesday, June 16, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, June 15, 2010NEW APPLICATION ENTERED IN TRAM