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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Sunday, November 2, 2025. This trademark is owned by Entry Point Advisor Network, Inc.. The SIMPLYRIA trademark is filed in the Advertising, Business and Retail Services category with the following description:
International Class 35 – Business and Operational Consulting Services Business consulting services for independent financial professionals and registered investment adviser (RIA) firms; business management and advisory services relating to establishing, structuring, operating, and scaling independent investment-advisory practices; consulting in the field of business organization and management of financial-advisory firms; advisory services relating to business transitions from broker-dealer or hybrid models to independent RIA structures; consulting services in the field of selection and integration of business technologies, namely customer-relationship-management (CRM) software, portfolio-management systems, billing and reporting platforms, and compliance-management tools; consulting regarding fee-structure design, operational workflow, vendor evaluation, and client-service-model development; business succession and continuity planning for advisory practices; consulting in the field ...
