SIMPLIFY WEALTH PLANNING Trademark
Trademark Overview
On Tuesday, February 6, 2024, a trademark application was filed for SIMPLIFY WEALTH PLANNING with the United States Patent and Trademark Office. The USPTO has given the SIMPLIFY WEALTH PLANNING trademark a serial number of 98393196. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, October 8, 2024. The SIMPLIFY WEALTH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
financial consultancy services; financial planning and investment management; financial analysis and consultation; financial management; financial planning; financial portfolio management; investment advice; investment consultation; investment management; investment of funds for others; financial planning for retirement; financial planning for retirement; estate planning; financial advice relating to tax
General Information
| Serial Number | 98393196 |
| Word Mark | SIMPLIFY WEALTH PLANNING |
| Filing Date | Tuesday, February 6, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, October 8, 2024 |
| 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 | Tuesday, October 8, 2024 |
Trademark Statements
| Goods and Services | financial consultancy services; financial planning and investment management; financial analysis and consultation; financial management; financial planning; financial portfolio management; investment advice; investment consultation; investment management; investment of funds for others; financial planning for retirement; financial planning for retirement; estate planning; financial advice relating to tax |
| NOT AVAILABLE | "WEALTH PLANNING" |
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 | Tuesday, February 6, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, May 24, 2023 |
| First Use In Commerce Date | Wednesday, May 24, 2023 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Austin, TX 78747 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Austin, TX 78747 |
Trademark Events
| Event Date | Event Description |
| Tuesday, February 6, 2024 | NEW APPLICATION ENTERED |
| Tuesday, June 4, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 29, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, September 3, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 3, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, September 3, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 3, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, September 3, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, September 18, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 8, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 8, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
