SIMPLICITY INVESTMENTS Trademark

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 PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, January 27, 2026. 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 brokerage of registered insurance and annuity products
simplicity investments

General Information


Serial Number99187240
Word MarkSIMPLICITY INVESTMENTS
Filing DateThursday, May 15, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateTuesday, January 27, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 17, 2026

Trademark Statements


NOT AVAILABLEINVESTMENTS
Goods and ServicesBroker-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 brokerage of registered insurance and annuity products

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, May 15, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameSimplicity Financial Marketing Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSummit, NJ 07901

Trademark Events


Event DateEvent Description
Thursday, May 15, 2025NEW APPLICATION ENTERED
Thursday, May 15, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, May 15, 2025APPLICATION FILING RECEIPT MAILED
Monday, September 22, 2025ASSIGNED TO EXAMINER
Wednesday, September 24, 2025NON-FINAL ACTION WRITTEN
Wednesday, September 24, 2025NON-FINAL ACTION E-MAILED
Wednesday, September 24, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, December 26, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Friday, December 26, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Thursday, January 22, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, January 22, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 22, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 23, 2026APPROVED FOR PUB - PRINCIPAL REGISTER