SIMPLY MONEY Trademark

Trademark Overview

On Friday, June 13, 2014, a trademark application was filed for SIMPLY MONEY with the United States Patent and Trademark Office. The USPTO has given the SIMPLY MONEY trademark a serial number of 86976166. The federal status of this trademark filing is PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED as of Monday, December 20, 2021. This trademark is owned by Simply Money IP Holdings, LLC. The SIMPLY MONEY trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

[ Financial and investment services, namely, financial advice and consultancy services; asset and investment acquisition, consultation and development services; financial planning; financial investment management and brokerage services and the investment of funds for others; Insurance services, namely, insurance information and consultancy; insurance brokerage services ]

Entertainment services, namely, providing an ongoing radio program, podcasts and video podcasts in the field of financial and investment advice; entertainment in the nature of live radio personality performances; entertainment and educational services, namely, [ the presentation of seminars, workshops, lectures, and ] ongoing radio shows all in the field of financial and investment advice [ ; providing an online weekly column in the field of financial and investment advice ]
simply money

General Information

Serial Number86976166
Word MarkSIMPLY MONEY
Filing DateFriday, June 13, 2014
Status705 - PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED
Status DateMonday, December 20, 2021
Registration Number4799876
Registration DateTuesday, August 25, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 9, 2015

Trademark Statements

Goods and Services[ Financial and investment services, namely, financial advice and consultancy services; asset and investment acquisition, consultation and development services; financial planning; financial investment management and brokerage services and the investment of funds for others; Insurance services, namely, insurance information and consultancy; insurance brokerage services ]
NOT AVAILABLE"MONEY"
Goods and ServicesEntertainment services, namely, providing an ongoing radio program, podcasts and video podcasts in the field of financial and investment advice; entertainment in the nature of live radio personality performances; entertainment and educational services, namely, [ the presentation of seminars, workshops, lectures, and ] ongoing radio shows all in the field of financial and investment advice [ ; providing an online weekly column in the field of financial and investment advice ]

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateMonday, December 20, 2021
Primary Code036
First Use Anywhere DateSunday, November 30, 2003
First Use In Commerce DateSunday, November 30, 2003
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, June 24, 2014
Primary Code041
First Use Anywhere DateWednesday, November 30, 1994
First Use In Commerce DateWednesday, November 30, 1994

Trademark Owner History

Party NameALLWORTH FINANCIAL, L.P.
Party Type31 - New Owner After Registration
Legal Entity Type13 - Limited Partnership
AddressSACRAMENTO, CA 95826
Party NameSimply Money IP Holdings, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressCincinnati, OH 45249
Party NameSimply Money IP Holdings, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCincinnati, OH 45249
Party NameSimply Money IP Holdings, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCincinnati, OH 45249

Trademark Events

Event DateEvent Description
Tuesday, June 17, 2014NEW APPLICATION ENTERED
Tuesday, June 24, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 23, 2014ASSIGNED TO EXAMINER
Friday, September 26, 2014NON-FINAL ACTION WRITTEN
Friday, September 26, 2014NON-FINAL ACTION E-MAILED
Friday, September 26, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 20, 2015TEAS REQUEST TO DIVIDE RECEIVED
Friday, March 20, 2015TEAS AMENDMENT OF USE RECEIVED
Thursday, March 26, 2015ASSIGNED TO LIE
Thursday, March 26, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 26, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 27, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 13, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, April 21, 2015PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, April 21, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, March 20, 2015DIVISIONAL REQUEST RECEIVED
Thursday, April 23, 2015DIVISIONAL PROCESSING COMPLETE
Friday, March 20, 2015USE AMENDMENT FILED
Thursday, April 23, 2015AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, April 29, 2015USE AMENDMENT ACCEPTED
Wednesday, April 29, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, April 30, 2015NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Monday, May 4, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, May 20, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 9, 2015PUBLISHED FOR OPPOSITION
Tuesday, June 9, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 25, 2015REGISTERED-PRINCIPAL REGISTER
Wednesday, December 25, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, January 22, 2020ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, August 25, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, August 25, 2021TEAS SECTION 8 & 15 RECEIVED
Monday, November 29, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, December 20, 2021REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, December 20, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, July 20, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, July 20, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, July 20, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, August 25, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, July 16, 2025TEAS SECTION 8 & 9 RECEIVED
Thursday, September 11, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, September 11, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 11, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, September 11, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, September 11, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 11, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, November 3, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, November 6, 2025POST REGISTRATION ACTION MAILED - SEC. 8 & 9

Related Keywords

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