Trademark Overview
On Thursday, May 15, 2025, a trademark application was filed for SIMPLICITY INVESTMENTS with the United States Patent and Trademark Office. The USPTO has given the SIMPLICITY INVESTMENTS trademark a serial number of 99187240. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, September 24, 2025. This trademark is owned by Simplicity Financial Marketing Holdings, Inc.. The SIMPLICITY INVESTMENTS trademark is filed in the Insurance & Financial Services category with the following description:
Broker-dealer services in the field of securities, namely, the offering and distribution of stocks, bonds, mutual funds, and other investment products; providing financial brokerage services for variable insurance products and variable annuities; financial services, namely, the underwriting, distribution, and sale of SEC and FINRA registered insurance and annuity products; advisory and brokerage services related to investment products and insurance-based retirement solutions
