SIMPLIFIED ASSET MANAGEMENT (SAM) Trademark

Trademark Overview

On Thursday, September 20, 2018, a trademark application was filed for SIMPLIFIED ASSET MANAGEMENT (SAM) with the United States Patent and Trademark Office. The USPTO has given the SIMPLIFIED ASSET MANAGEMENT (SAM) trademark a serial number of 88125871. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Wednesday, October 22, 2025. This trademark is owned by Nicolet Bankshares, Inc.. The SIMPLIFIED ASSET MANAGEMENT (SAM) trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice, consulting, planning and management; financial investment brokerage services; financial portfolio management and analysis services; electronic financial trading services; financial services, namely, robo-trader services; financial services, namely, robo-advisor services; financial services, namely, online automated portfolio management services for automatically investing assets based on client data and goals
simplified asset management (sam)

General Information

Serial Number88125871
Word MarkSIMPLIFIED ASSET MANAGEMENT (SAM)
Filing DateThursday, September 20, 2018
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, October 22, 2025
Registration Number5886748
Registration DateTuesday, October 15, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 26, 2019

Trademark Statements

Pseudo MarkSIMPLIFIED ASSET MANAGEMENT (SIMPLIFIED ASSET MANAGEMENT)
NOT AVAILABLE"ASSET MANAGEMENT"
Goods and ServicesFinancial advice, consulting, planning and management; financial investment brokerage services; financial portfolio management and analysis services; electronic financial trading services; financial services, namely, robo-trader services; financial services, namely, robo-advisor services; financial services, namely, online automated portfolio management services for automatically investing assets based on client data and goals

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, September 27, 2018
Primary Code036
First Use Anywhere DateThursday, September 20, 2018
First Use In Commerce DateThursday, September 20, 2018

Trademark Owner History

Party NameNicolet Bankshares, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressGreen Bay, WI 54301
Party NameNicolet Bankshares, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressGreen Bay, WI 54301
Party NameNicolet Bankshares, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressGreen Bay, WI 54301

Trademark Events

Event DateEvent Description
Monday, September 24, 2018NEW APPLICATION ENTERED
Thursday, September 27, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, January 2, 2019ASSIGNED TO EXAMINER
Wednesday, January 9, 2019EXAMINERS AMENDMENT -WRITTEN
Wednesday, January 9, 2019EXAMINERS AMENDMENT E-MAILED
Wednesday, January 9, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, January 9, 2019EXAMINER'S AMENDMENT ENTERED
Wednesday, January 9, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, January 24, 2019ASSIGNED TO LIE
Thursday, January 24, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 6, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 26, 2019PUBLISHED FOR OPPOSITION
Tuesday, February 26, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 23, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, August 27, 2019TEAS STATEMENT OF USE RECEIVED
Tuesday, August 27, 2019SOU TEAS EXTENSION RECEIVED
Friday, August 30, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, August 27, 2019SOU EXTENSION 1 FILED
Friday, August 30, 2019SOU EXTENSION 1 GRANTED
Tuesday, August 27, 2019USE AMENDMENT FILED
Friday, August 30, 2019STATEMENT OF USE PROCESSING COMPLETE
Saturday, August 31, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, September 12, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, September 13, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, October 15, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, October 15, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, June 19, 2025TEAS SECTION 8 & 15 RECEIVED
Monday, October 20, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, October 22, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, October 22, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Related Keywords

management asset simplified services financial namely portfolio robo investing automated automatically assets