WEALTH SIMPLIFIED Trademark

Trademark Overview


On Wednesday, November 17, 2010, a trademark application was filed for WEALTH SIMPLIFIED with the United States Patent and Trademark Office. The USPTO has given the WEALTH SIMPLIFIED trademark a serial number of 85178875. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Sunday, May 27, 2012. This trademark is owned by Lloyd Polmateer. The WEALTH SIMPLIFIED trademark is filed in the Insurance & Financial Services category with the following description:

Consulting services in the field of retirement plan administration and fiduciary compliance; Estate planning; Estate trust planning; Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, expert analysis in finance; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Finan...
wealth simplified

General Information


Serial Number85178875
Word MarkWEALTH SIMPLIFIED
Filing DateWednesday, November 17, 2010
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateSunday, May 27, 2012
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesConsulting services in the field of retirement plan administration and fiduciary compliance; Estate planning; Estate trust planning; Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, expert analysis in finance; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; 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 trust planning; Insurance and financial information and consultancy services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of financial stock and equity markets; Strategic corporate financial advisory services; Strategic financial advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 22, 2010
Primary Code036
First Use Anywhere DateFriday, July 2, 2010
First Use In Commerce DateFriday, July 2, 2010

Trademark Owner History


Party NameLloyd Polmateer
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBethesda, MD 208144884

Trademark Events


Event DateEvent Description
Tuesday, May 29, 2012ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Sunday, May 27, 2012ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Tuesday, October 18, 2011NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED
Tuesday, October 18, 2011INQUIRY TO SUSPENSION E-MAILED
Tuesday, October 18, 2011SUSPENSION INQUIRY WRITTEN
Friday, September 9, 2011LIE CHECKED SUSP - TO ATTY FOR ACTION
Friday, September 9, 2011ASSIGNED TO LIE
Tuesday, March 8, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, March 9, 2011CORRESPONDENCE E-MAILED
Wednesday, March 9, 2011SUSPENSION LETTER WRITTEN
Wednesday, March 9, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, March 9, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 9, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sunday, February 27, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, February 27, 2011NON-FINAL ACTION E-MAILED
Sunday, February 27, 2011NON-FINAL ACTION WRITTEN
Saturday, February 26, 2011ASSIGNED TO EXAMINER
Monday, November 22, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, November 20, 2010NEW APPLICATION ENTERED IN TRAM