"HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH" Trademark

Trademark Overview

On Friday, June 26, 2015, a trademark application was filed for "HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH" with the United States Patent and Trademark Office. The USPTO has given the "HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH" trademark a serial number of 86675873. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, August 15, 2025. This trademark is owned by The Opsahl Group, LLC. The "HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH" trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning, financial planning for retirement, financial planning for the transfer of wealth, investment advisory services, wealth management services, financial wealth planning, investment management, financial asset management, and estate planning services
"helping clients simplify, manage, preserve and transfer their wealth"

General Information

Serial Number86675873
Word Mark"HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH"
Filing DateFriday, June 26, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, August 15, 2025
Registration Number5668021
Registration DateTuesday, February 5, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 20, 2018

Trademark Statements

Goods and ServicesFinancial planning, financial planning for retirement, financial planning for the transfer of wealth, investment advisory services, wealth management services, financial wealth planning, investment management, financial asset management, and estate planning services

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 DateSaturday, August 16, 2025
Primary Code036
First Use Anywhere DateThursday, October 31, 2013
First Use In Commerce DateThursday, October 31, 2013

Trademark Owner History

Party NameThe Opsahl Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPortland, OR 97225
Party NameThe Opsahl Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPortland, OR 97225
Party NameThe Opsahl Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPortland, OR 97225

Trademark Events

Event DateEvent Description
Thursday, April 7, 2016SUSPENSION LETTER WRITTEN
Tuesday, June 30, 2015NEW APPLICATION ENTERED
Saturday, July 4, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, October 5, 2015ASSIGNED TO EXAMINER
Monday, October 5, 2015NON-FINAL ACTION WRITTEN
Monday, October 5, 2015NON-FINAL ACTION E-MAILED
Monday, October 5, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, April 5, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, April 5, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, April 6, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, April 7, 2016LETTER OF SUSPENSION E-MAILED
Thursday, April 7, 2016NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Tuesday, September 18, 2018TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Monday, September 24, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, September 24, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 25, 2018SUSPENSION LETTER WRITTEN
Sunday, October 23, 2016ASSIGNED TO LIE
Monday, October 24, 2016REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Saturday, May 6, 2017ASSIGNED TO LIE
Thursday, May 11, 2017REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Friday, November 17, 2017REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Wednesday, May 23, 2018REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Wednesday, October 10, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 31, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 20, 2018PUBLISHED FOR OPPOSITION
Tuesday, November 20, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 25, 2018LETTER OF SUSPENSION E-MAILED
Tuesday, September 25, 2018NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Friday, September 28, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, October 12, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, January 18, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, January 18, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 5, 2019REGISTERED-PRINCIPAL REGISTER
Friday, October 7, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, October 7, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, October 7, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, February 5, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, August 15, 2025CANCELLED SEC. 8 (6-YR)

Related Keywords

transfer their wealth preserve manage clients simplify helping financial planning management services investment estate asset retirement