SIMPLICITY WEALTH Trademark
Trademark Overview
On Friday, September 19, 2025, a trademark application was filed for SIMPLICITY WEALTH with the United States Patent and Trademark Office. The USPTO has given the SIMPLICITY WEALTH trademark a serial number of 99402691. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, September 19, 2025. This trademark is owned by Simplicity Financial Marketing Holdings, Inc.. The SIMPLICITY WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial consultation in the field of fiduciary investments; Financial information and advisory services; Financial information and evaluations
General Information
| Serial Number | 99402691 |
| Word Mark | SIMPLICITY WEALTH |
| Filing Date | Friday, September 19, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, September 19, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial consultation in the field of fiduciary investments; Financial information and advisory services; Financial information and evaluations |
Classification Information
| 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 | Friday, September 19, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 30, 2018 |
| First Use In Commerce Date | Friday, November 30, 2018 |
Trademark Owner History
| Party Name | Simplicity Financial Marketing Holdings, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Summit, NJ 07901 |
Trademark Events
| Event Date | Event Description |
| Friday, September 19, 2025 | NEW APPLICATION ENTERED |
| Friday, September 19, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, September 19, 2025 | APPLICATION FILING RECEIPT MAILED |
