| Serial Number | 98709611 |
| Word Mark | S SIMPLIFY WEALTH |
| Filing Date | Wednesday, August 21, 2024 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Wednesday, July 23, 2025 |
| 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 | NOT AVAILABLE |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Business management consultation and services, namely, managing and administering payroll and accounting including tax advisory services for businesses; financial and business record keeping; business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, and organizing and processing paperwork; charitable services, namely facilitation and management of monetary and in-kind gifts and donations for charitable purposes |
| Description of Mark | The mark consists of a stylized "S" to the left of the words "SIMPLIFY WEALTH" in a stylized font. |
| Goods and Services | Personal concierge services for others comprising making personal arrangements and reservations, personal shopping, running errands, sorting mail, organizing paperwork, and providing customer specific information to meet individual needs |
| Goods and Services | Estate trust management; management of taxes; cash management; bill payment services |
| Pseudo Mark | S SIMPLIPHY WEALTH |
| Pseudo Mark | S SIMPLIFY WEALTH |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, August 21, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, June 5, 2023 |
| First Use In Commerce Date | Monday, June 5, 2023 |
| 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 | Wednesday, August 21, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 5, 2023 |
| First Use In Commerce Date | Monday, June 5, 2023 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, August 21, 2024 |
| Primary Code | 045 |
| First Use Anywhere Date | Monday, June 5, 2023 |
| First Use In Commerce Date | Monday, June 5, 2023 |
| Party Name | Simplify Wealth LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Deephaven, MN 55391 |
| Event Date | Event Description |
| Wednesday, August 21, 2024 | NEW APPLICATION ENTERED |
| Tuesday, March 4, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 4, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, March 5, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, March 5, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 5, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 5, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 5, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 5, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 5, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, June 29, 2025 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Sunday, June 29, 2025 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Wednesday, July 23, 2025 | FINAL REFUSAL WRITTEN |
| Wednesday, July 23, 2025 | FINAL REFUSAL E-MAILED |
| Wednesday, July 23, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, October 23, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, October 23, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |