S SIMPLIFY WEALTH Trademark 98709611

Trademark: 98709611

Word

S SIMPLIFY WEALTH

Status

Pending

Status Code

630

Status Date

Wednesday, August 21, 2024

Serial Number

98709611

Filing Date

Wednesday, August 21, 2024

Trademark Owner History

Simplify Wealth LLC

Classifications

36 Financial management services in the nature of providing outsourced management, administration, and advisory services for family offices; financial services, namely, management of estates, trusts, foundations, and individual's funds and taxes; financial planning and investment coordination and tracking services

35 Business management consultation and services, namely, managing and administering payroll and accounting, record keeping, bill pay and cash management; management services in the nature of vendor management, organization and processing of paperwork, coordination of charitable gifts for others; financial records management; charitable services, namely, the coordination and distribution of gifts and consulting relating thereto

45 Personal concierge services for others comprising making personal arrangements and reservations, household payroll management, bill pay and cash management, financial record keeping, personal shopping, running errands, mail, paperwork, and tax document organization, aging services and health care coordination, vendor management, home downsizing and moving coordination, charitable gift coordination, and providing customer specific information to meet individual needs

The mark consists of a stylized "S" to the left of the words "SIMPLIFY WEALTH" in a stylized font.
Color is not claimed as a feature of the mark.

Trademark Events

Aug 21, 2024

New Application Entered

GO-MINIMAG

THE BIGG POUCH

Trademark Alertz updated from USPTO on 2030-01-24