| Serial Number | 98732197 |
| Word Mark | SIMPLIFYING WEALTH · SIMPLIFYING LIFE |
| Filing Date | Wednesday, September 4, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 1, 2025 |
| Registration Number | 7848234 |
| Registration Date | Tuesday, July 1, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 13, 2025 |
| Goods and Services | 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 services, namely, wealth management services; Financial portfolio management; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services |
| NOT AVAILABLE | "WEALTH" |
| 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 | Wednesday, September 4, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 5, 2015 |
| First Use In Commerce Date | Monday, January 5, 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 Private Wealth |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bridgeville, PA 15017 |
| Event Date | Event Description |
| Wednesday, September 4, 2024 | NEW APPLICATION ENTERED |
| Sunday, March 16, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 17, 2025 | ASSIGNED TO EXAMINER |
| Monday, March 17, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, March 17, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, March 17, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, March 20, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, March 20, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 20, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 14, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 7, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 13, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 13, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 1, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 1, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Friday, December 12, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, December 12, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, December 12, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, December 12, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |