Trademark Overview
On Wednesday, August 21, 2024, a trademark application was filed for S SIMPLIFY WEALTH with the United States Patent and Trademark Office. The USPTO has given the S SIMPLIFY WEALTH trademark a serial number of 98709611. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, August 21, 2024. This trademark is owned by Simplify Wealth LLC. The S SIMPLIFY WEALTH trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Personal, and Legal & Social Services categories with the following description:
Financial management services in the nature of providing outsourced management, administration, and advisory services for family offices; financial services, namely, management of estates, trusts, foundations, and individual's funds and taxes; financial planning and investment coordination and tracking services
Business management consultation and services, namely, managing and administering payroll and accounting, record keeping, bill pay and cash management; management services in the nature of vendor management, organization and processing of paperwork, coordination of charitable gifts for others; financial records management; charitable services, namely, the coordination and distribution of gifts and consulting relating thereto
Personal concierge services for others comprising making personal arrangements and reservations, household payroll management, bill pay and cash management, financial record keeping, personal shopping, running errands, mail, paperwork, and tax document organization, aging services and health care coordination, vendor management, home downsizing and moving coordination, charitable gift coordination, and providing customer specific information to meet individual needs
