SIMPLIFYNANCE Trademark

Trademark Overview

On Monday, May 7, 2018, a trademark application was filed for SIMPLIFYNANCE with the United States Patent and Trademark Office. The USPTO has given the SIMPLIFYNANCE trademark a serial number of 87910619. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 3, 2025. This trademark is owned by Horizon Wealth Management, LLC. The SIMPLIFYNANCE trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Insurance & Financial Services categories with the following description:

Downloadable podcasts in the field of financial planning

Financial planning and investment advisory services; Financial portfolio analysis services; Financial services, namely, wealth management services
simplifynance

General Information

Serial Number87910619
Word MarkSIMPLIFYNANCE
Filing DateMonday, May 7, 2018
Status710 - CANCELLED - SECTION 8
Status DateFriday, October 3, 2025
Registration Number5705179
Registration DateTuesday, March 19, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 23, 2018

Trademark Statements

Goods and ServicesDownloadable podcasts in the field of financial planning
Pseudo MarkSIMPLIFY NANCE
Goods and ServicesFinancial planning and investment advisory services; Financial portfolio analysis services; Financial services, namely, wealth management services

Classification Information

International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 3, 2025
Primary Code009
First Use Anywhere DateThursday, November 8, 2018
First Use In Commerce DateThursday, November 8, 2018
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 3, 2025
Primary Code036
First Use Anywhere DateSaturday, March 31, 2018
First Use In Commerce DateSaturday, March 31, 2018

Trademark Owner History

Party NameHorizon Wealth Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBaton Rouge, LA 70810
Party NameHorizon Wealth Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBaton Rouge, LA 70810
Party NameHorizon Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBaton Rouge, LA 70810

Trademark Events

Event DateEvent Description
Thursday, May 10, 2018NEW APPLICATION ENTERED
Wednesday, May 16, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, May 24, 2018TEAS AMENDMENT OF USE RECEIVED
Thursday, May 31, 2018ASSIGNED TO LIE
Thursday, May 31, 2018USE AMENDMENT FILED
Thursday, May 31, 2018AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, August 8, 2018ASSIGNED TO EXAMINER
Wednesday, August 8, 2018USE AMENDMENT ACCEPTED
Wednesday, August 8, 2018NON-FINAL ACTION WRITTEN
Wednesday, August 8, 2018NON-FINAL ACTION E-MAILED
Wednesday, August 8, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, August 9, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Tuesday, August 14, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 15, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 19, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, August 15, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, September 17, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 3, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 23, 2018PUBLISHED FOR OPPOSITION
Tuesday, October 23, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 18, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, December 19, 2018TEAS STATEMENT OF USE RECEIVED
Wednesday, December 19, 2018USE AMENDMENT FILED
Wednesday, January 23, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, January 24, 2019STATEMENT OF USE PROCESSING COMPLETE
Thursday, February 14, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, February 15, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, March 19, 2019REGISTERED-PRINCIPAL REGISTER
Friday, March 1, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, January 31, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, January 31, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, January 31, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, January 31, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 31, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, January 31, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, March 1, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, March 1, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, October 3, 2025CANCELLED SEC. 8 (6-YR)
Tuesday, March 19, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, March 1, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Related Keywords

simplifynance services financial planning management analysis namely wealth portfolio advisory podcasts