Trademark Overview
On Wednesday, September 4, 2024, a trademark application was filed for SIMPLIFYING WEALTH · SIMPLIFYING LIFE with the United States Patent and Trademark Office. The USPTO has given the SIMPLIFYING WEALTH · SIMPLIFYING LIFE trademark a serial number of 98732197. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Thursday, March 20, 2025. This trademark is owned by Waldron Private Wealth. The SIMPLIFYING WEALTH · SIMPLIFYING LIFE trademark is filed in the Insurance & Financial Services category with the following description:
Aircraft appraisal and valuation services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Credit risk management; Debt management services; Estate planning; Estate trust management; Estate trust planning; Financial advice relating to income tax; Financial advice, namely, budget planning; Financial asset management; Financial counseling services, namely, helping others build a better working relationship with their money; Financial management; Financial planning and investment advisory services; Financial research and information services; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial ser...
