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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, September 4, 2024. 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...
