WEALTH WITH SIMPLICITY Trademark

Trademark Overview


On Tuesday, June 23, 2015, a trademark application was filed for WEALTH WITH SIMPLICITY with the United States Patent and Trademark Office. The USPTO has given the WEALTH WITH SIMPLICITY trademark a serial number of 86671439. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, October 10, 2025. This trademark is owned by CMR Financial Advisors, Inc. The WEALTH WITH SIMPLICITY trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services
wealth with simplicity

General Information


Serial Number86671439
Word MarkWEALTH WITH SIMPLICITY
Filing DateTuesday, June 23, 2015
Status800 - REGISTERED AND RENEWED
Status DateFriday, October 10, 2025
Registration Number5032941
Registration DateTuesday, August 30, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 24, 2015

Trademark Statements


Goods and ServicesFinancial services, namely, wealth management 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, June 29, 2015
Primary Code036
First Use Anywhere DateWednesday, February 1, 2012
First Use In Commerce DateWednesday, February 1, 2012

Trademark Owner History


Party NameCMR Financial Advisors, Inc
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressHonolulu, HI 96813

Party NameCMR Financial Advisors, Inc
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressHonolulu, HI 96813

Party NameCMR Financial Advisors, Inc
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressHonolulu, HI 96813

Trademark Events


Event DateEvent Description
Friday, June 26, 2015NEW APPLICATION ENTERED
Monday, June 29, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 29, 2015ASSIGNED TO EXAMINER
Friday, October 16, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 4, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 24, 2015PUBLISHED FOR OPPOSITION
Tuesday, November 24, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 19, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, June 16, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, June 16, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, June 16, 2016TEAS STATEMENT OF USE RECEIVED
Monday, July 11, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, June 16, 2016USE AMENDMENT FILED
Friday, July 15, 2016STATEMENT OF USE PROCESSING COMPLETE
Monday, July 25, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, July 26, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, August 30, 2016REGISTERED-PRINCIPAL REGISTER
Thursday, October 5, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, January 4, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 4, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, April 13, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, April 13, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, June 6, 2019TEAS VOLUNTARY AMENDMENT RECEIVED
Monday, June 10, 2019REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
Wednesday, April 22, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, April 22, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, April 22, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, April 22, 2020TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, April 22, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, April 22, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, April 24, 2020TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Friday, April 24, 2020WITHDRAWAL OF ATTORNEY GRANTED
Wednesday, June 10, 2020REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
Monday, August 30, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, August 26, 2022TEAS SECTION 8 RECEIVED
Friday, April 7, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 7, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, April 7, 2023NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Saturday, August 30, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, September 5, 2025TEAS SECTION 15 RECEIVED
Friday, September 5, 2025TEAS SECTION 8 & 9 RECEIVED
Sunday, September 21, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, September 22, 2025POST REGISTRATION ACTION MAILED - SEC. 15
Monday, September 22, 2025POST REGISTRATION ACTION MAILED - SEC. 15
Thursday, October 9, 2025TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Friday, October 10, 2025REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, October 10, 2025REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, October 10, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, October 10, 2025REGISTERED - SEC. 15 ACKNOWLEDGED
Friday, October 10, 2025SEC. 15 ACKNOWLEDGEMENT - E-MAILED
Monday, October 13, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, October 13, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, October 13, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 13, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS