CMR FINANCIAL ADVISORS WEALTH WITH SIMPLICITY Trademark
Trademark Overview
On Thursday, March 5, 2026, a trademark application was filed for CMR FINANCIAL ADVISORS WEALTH WITH SIMPLICITY with the United States Patent and Trademark Office. The USPTO has given the CMR FINANCIAL ADVISORS WEALTH WITH SIMPLICITY trademark a serial number of 99685123. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, July 20, 2026. This trademark is owned by CMR Financial Advisors, Inc. The CMR FINANCIAL ADVISORS WEALTH WITH SIMPLICITY trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services
General Information
| Serial Number | 99685123 |
| Word Mark | CMR FINANCIAL ADVISORS WEALTH WITH SIMPLICITY |
| Filing Date | Thursday, March 5, 2026 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, July 20, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 11, 2026 |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "FINANCIAL ADVISORS" |
| Goods and Services | Financial services, namely, wealth management services |
| Description of Mark | The mark consists of a circular swirl design positioned to the left of the stylized wording "CMR," with "FINANCIAL ADVISORS" appearing below in uppercase letters and the tagline "WEALTH WITH SIMPLICITY" displayed at the bottom. |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, March 5, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, August 3, 2018 |
| First Use In Commerce Date | Friday, August 3, 2018 |
Trademark Owner History
| Party Name | CMR Financial Advisors, Inc |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Kailua, HI 96734
US |
Trademark Events
| Event Date | Event Description |
| Thursday, March 5, 2026 | NEW APPLICATION ENTERED |
| Thursday, March 5, 2026 | APPLICATION FILING RECEIPT MAILED |
| Sunday, July 5, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, July 5, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, July 6, 2026 | ASSIGNED TO EXAMINER |
| Friday, July 10, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
