SIMPLYRIA Trademark

Trademark Overview


On Sunday, November 2, 2025, a trademark application was filed for SIMPLYRIA with the United States Patent and Trademark Office. The USPTO has given the SIMPLYRIA trademark a serial number of 99475018. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, July 20, 2026. This trademark is owned by SimplyRIA, Inc.. The SIMPLYRIA trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial consulting services relating to succession planning and valuation of investment advisory practices

Business consulting services for independent financial professionals and registered investment adviser (RIA) firms; Business consulting services relating to risk and regulatory compliance management for independent financial professionals and registered investment adviser (RIA) firms; business management consulting relating to establishing, structuring, operating, and scaling independent investment-advisory practices
simplyria

General Information


Serial Number99475018
Word MarkSIMPLYRIA
Filing DateSunday, November 2, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateMonday, July 20, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 11, 2026

Trademark Statements


Goods and ServicesFinancial consulting services relating to succession planning and valuation of investment advisory practices
Goods and ServicesBusiness consulting services for independent financial professionals and registered investment adviser (RIA) firms; Business consulting services relating to risk and regulatory compliance management for independent financial professionals and registered investment adviser (RIA) firms; business management consulting relating to establishing, structuring, operating, and scaling independent investment-advisory practices

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 17, 2026
Primary Code035
First Use Anywhere DateFriday, August 17, 2012
First Use In Commerce DateFriday, August 17, 2012

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 17, 2026
Primary Code036
First Use Anywhere DateFriday, August 17, 2012
First Use In Commerce DateFriday, August 17, 2012

Trademark Owner History


Party NameSIMPLYRIA
Party Type11 - New Owner Before Publication
Legal Entity Type03 - Corporation
AddressESTERO, FL 34135
US

Party NameSimplyRIA, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBrighton, MI 48116
US

Trademark Events


Event DateEvent Description
Sunday, November 2, 2025NEW APPLICATION ENTERED
Sunday, November 2, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, February 11, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, March 16, 2026ASSIGNED TO EXAMINER
Sunday, March 22, 2026NON-FINAL ACTION WRITTEN
Sunday, March 22, 2026NON-FINAL ACTION E-MAILED
Sunday, March 22, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, April 17, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, April 17, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, April 17, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 1, 2026EXAMINERS AMENDMENT -WRITTEN
Friday, May 1, 2026EXAMINERS AMENDMENT E-MAILED
Friday, May 1, 2026NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, May 1, 2026EXAMINER'S AMENDMENT ENTERED
Friday, May 1, 2026SUSPENSION LETTER WRITTEN
Friday, May 1, 2026LETTER OF SUSPENSION E-MAILED
Friday, May 1, 2026NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, July 8, 2026AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, July 9, 2026APPROVED FOR PUB - PRINCIPAL REGISTER