| Serial Number | 86406765 |
| Word Mark | SIMPLIFYING WEALTH. SIMPLIFYING LIFE. |
| Filing Date | Friday, September 26, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, August 19, 2022 |
| Registration Number | 4899255 |
| Registration Date | Tuesday, February 9, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 24, 2015 |
| Goods and Services | Advice relating to investments; Aircraft appraisal and valuation services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Debt management consultation; Estate planning; Estate trust planning; Financial advice, namely, budget planning; Financial management of employee pension plans; Financial planning and investment advisory services; Financial planning for retirement; Financial risk assessment services; Financial risk management; Financial services, namely, wealth management services; Investment management; Investment management of and distribution of annuities; Investment risk assessment services; Trustee services |
| Goods and Services | Business risk management; Business succession planning; Tax and taxation planning, advice, information and consultancy services |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, August 19, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, January 2, 2015 |
| First Use In Commerce Date | Wednesday, March 18, 2015 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, August 19, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 1, 2015 |
| First Use In Commerce Date | Wednesday, March 18, 2015 |
| Party Name | Waldron Private Wealth |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bridgeville, PA 15017 |
| Party Name | Waldron Private Wealth |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bridgeville, PA 15017 |
| Party Name | Waldron Wealth Management |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bridgeville, PA 15017 |
| Event Date | Event Description |
| Friday, August 19, 2022 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, February 9, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 9, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 5, 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, January 4, 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, December 14, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, December 14, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, December 9, 2015 | ASSIGNED TO LIE |
| Monday, November 23, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, August 3, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, August 3, 2015 | NON-FINAL ACTION E-MAILED |
| Monday, August 3, 2015 | SU - NON-FINAL ACTION - WRITTEN |
| Saturday, July 18, 2015 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, April 21, 2015 | USE AMENDMENT FILED |
| Tuesday, May 26, 2015 | RESPONSE TO ITU OFFICE ACTION ENTERED |
| Tuesday, May 26, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, May 26, 2015 | ITU OFFICE ACTION ISSUED FOR STATEMENT OF USE |
| Wednesday, May 20, 2015 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, April 21, 2015 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, April 21, 2015 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, February 24, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 24, 2015 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 4, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, January 15, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, January 15, 2015 | ASSIGNED TO EXAMINER |
| Saturday, October 4, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, September 30, 2014 | NEW APPLICATION ENTERED IN TRAM |