SIMPLIFYING WEALTH · SIMPLIFYING LIFE

Serial Number 98732197
Registration 7848234
700

Registration Progress

Application Filed
Sep 4, 2024
Under Examination
Approved for Publication
May 13, 2025
Published for Opposition
May 13, 2025
Registered
Jul 1, 2025

Trademark Image

SIMPLIFYING WEALTH · SIMPLIFYING LIFE

Basic Information

Serial Number
98732197
Registration Number
7848234
Filing Date
September 4, 2024
Registration Date
July 1, 2025
Published for Opposition
May 13, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Jul 1, 2025
Registration
Registered
Classes
036

Rights Holder

Waldron Private Wealth

16
Address
44 Abele Road, Suite 400
Bridgeville, PA 15017

Ownership History

Waldron Private Wealth

Original Applicant
16
Bridgeville, PA

Waldron Private Wealth

Owner at Publication
16
Bridgeville, PA

Waldron Private Wealth

Original Registrant
16
Bridgeville, PA

Legal Representation

Attorney
Kelly R. Vehec

USPTO Deadlines

Next Deadline
1993 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20250701)
Due Date
July 01, 2031
Grace Period Ends
January 01, 2032
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

19 events
Date Code Type Description Documents
Dec 12, 2025 EWAF I TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS Loading...
Dec 12, 2025 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Dec 12, 2025 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Dec 12, 2025 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Jul 1, 2025 NRCC E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Jul 1, 2025 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
May 13, 2025 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
May 13, 2025 PUBO A PUBLISHED FOR OPPOSITION Loading...
May 7, 2025 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Apr 14, 2025 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Mar 20, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Mar 20, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Mar 20, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Mar 17, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Mar 17, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Mar 17, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Mar 17, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Mar 16, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Sep 4, 2024 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Aircraft appraisal and valuation services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Credit risk management; Debt management services; Estate planning; Estate trust management; Estate trust planning; Financial advice relating to income tax; Financial advice, namely, budget planning; Financial asset management; Financial counseling services, namely, helping others build a better working relationship with their money; Financial management; Financial planning and investment advisory services; Financial research and information services; Financial retirement plan consulting services; 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 portfolio management; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services
First Use Anywhere: Jan 5, 2015
First Use in Commerce: Jan 5, 2015

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH"