SIMPLIFY365 + TAX Trademark

Trademark Overview


On Tuesday, September 27, 2022, a trademark application was filed for SIMPLIFY365 + TAX with the United States Patent and Trademark Office. The USPTO has given the SIMPLIFY365 + TAX trademark a serial number of 97608608. The federal status of this trademark filing is REGISTERED as of Tuesday, January 30, 2024. This trademark is owned by Vance Wealth Group, Inc.. The SIMPLIFY365 + TAX trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services in the field of tax deductions; On-line financial planning services; Strategic financial advisory services

Business advice; Business consultation; Business management advice; Business management planning; Business planning; Business succession planning; Professional business consultation
simplify365 + tax

General Information


Serial Number97608608
Word MarkSIMPLIFY365 + TAX
Filing DateTuesday, September 27, 2022
Status700 - REGISTERED
Status DateTuesday, January 30, 2024
Registration Number7293219
Registration DateTuesday, January 30, 2024
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 14, 2023

Trademark Statements


Pseudo MarkSIMPLIFY THREE SIX FIVE PLUS TAX; SIMPLIFY THREE HUNDRED SIXTY FIVE PLUS TAX
Goods and ServicesFinancial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services in the field of tax deductions; On-line financial planning services; Strategic financial advisory services
Goods and ServicesBusiness advice; Business consultation; Business management advice; Business management planning; Business planning; Business succession planning; Professional business consultation
Disclaimer with Predetermined Text"TAX"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 13, 2022
Primary Code035
First Use Anywhere DateSunday, May 1, 2022
First Use In Commerce DateSunday, May 1, 2022

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 13, 2022
Primary Code036
First Use Anywhere DateSunday, May 1, 2022
First Use In Commerce DateSunday, May 1, 2022

Trademark Owner History


Party NameVance Wealth Group, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSANTA CLARITA, CA 91350

Party NameVance Wealth Group, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSANTA CLARITA, CA 91350

Party NameVance Wealth Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSANTA CLARITA, CA 91350

Trademark Events


Event DateEvent Description
Tuesday, January 30, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 30, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, November 14, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 14, 2023PUBLISHED FOR OPPOSITION
Wednesday, October 25, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, October 6, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, October 5, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 4, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 4, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, July 13, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, July 13, 2023NON-FINAL ACTION E-MAILED
Thursday, July 13, 2023NON-FINAL ACTION WRITTEN
Tuesday, July 11, 2023ASSIGNED TO EXAMINER
Thursday, June 29, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, June 29, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, June 29, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, October 13, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 30, 2022NEW APPLICATION ENTERED