Who owns the S SIMPLIFY WEALTH trademark?

The S SIMPLIFY WEALTH trademark is owned by Simplify Wealth LLC.

What is the serial number for S SIMPLIFY WEALTH?

The USPTO serial number for S SIMPLIFY WEALTH is 98709611.

What is the registration number for S SIMPLIFY WEALTH?

S SIMPLIFY WEALTH is registered under USPTO registration number 8227201.

SSI

USPTO Trademark Record

REGISTERED

S SIMPLIFY WEALTH

Q: What class is the S SIMPLIFY WEALTH trademark registered in?

The S SIMPLIFY WEALTH trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services), Class 045 (Legal, security & personal social services).

SN 98709611·Reg 8227201·Filed Aug 21, 2024

Owner Simplify Wealth LLC

Advertising; business management, organization and administration; office functions.; Financial, monetary and banking services; insurance services; real estate services.; Legal services; security services for the physical protection of tangible property and individuals; dating services, online social networking services; funerary services; babysitting.

S SIMPLIFY WEALTH (Serial No. 98709611), Registration No. 8227201, is a registered US trademark filed on Aug 21, 2024 by Simplify Wealth LLC. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services), Class 045 (Legal, security & personal social services).

early section 8: April 28, 2032

Mark Intelligence

S SIMPLIFY WEALTH (Reg. #8227201) is a registered US trademark that has been protecting its owner, Simplify Wealth LLC, since 2024. The mark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services) and Class 045 (Legal, security & personal social services) respectively. Goods and services include Advertising; business management, organization and administration; office functions.; Financial, monetary and banking se.... The mark faced 1 opposition proceeding during prosecution.

FILED

Aug 21, 2024

SERIAL

98709611

REG#

8227201

REGISTERED

Apr 28, 2026

Owner

Applicant

Simplify Wealth LLC

Entity

LLC

State

Address

18258 Minnetonka Blvd, Ste 145, Deephaven, MN, 55391

Country

Attorney

NameTimothy D. Sitzmann

Law firm

Timothy D. Sitzmann Winthrop & Weinstine, P.A.

Docket

25369.2

Address

225 South 6th Street, Suite 3500, Minneapolis, MN 55402, United States

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Filing Information

StatusREGISTERED

Filing DateAug 21, 2024

Serial Number98709611

Registration No.8227201

Registration DateApr 28, 2026

Status DateApr 28, 2026

Published for OppositionMar 10, 2026

Mark TypeDesign with words

Attorney Docket25369.2

Status DescriptionLive and registered

Filing Signals

FILED

2024

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Jun 05, 2023

First use in commerce: Jun 05, 2023

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jun 05, 2023

First use in commerce: Jun 05, 2023

Financial, monetary and banking services; insurance services; real estate services.

Class 045Legal, security & personal social services

US codes: 100, 101

First use anywhere: Jun 05, 2023

First use in commerce: Jun 05, 2023

Legal services; security services for the physical protection of tangible property and individuals; dating services, online social networking services; funerary services; babysitting.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

26 events

REGISTERED-PRINCIPAL REGISTER

Apr 28, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Apr 28, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Mar 10, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 10, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Mar 04, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Feb 11, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

Jan 23, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS REQUEST FOR RECONSIDERATION RECEIVED

Jan 22, 2026

TEAS REQUEST FOR RECONSIDERATION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jan 22, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

Oct 23, 2025

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

Oct 23, 2025

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

FINAL REFUSAL WRITTEN

Jul 23, 2025

FINAL REFUSAL WRITTEN

FINAL REFUSAL E-MAILED

Jul 23, 2025

FINAL REFUSAL E-MAILED

NOTIFICATION OF FINAL REFUSAL EMAILED

Jul 23, 2025

NOTIFICATION OF FINAL REFUSAL EMAILED

TEAS VOLUNTARY AMENDMENT RECEIVED

Jun 29, 2025

TEAS VOLUNTARY AMENDMENT RECEIVED

PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED

Jun 29, 2025

PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jun 05, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 05, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Jun 05, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

ASSIGNED TO EXAMINER

Mar 05, 2025

ASSIGNED TO EXAMINER

NON-FINAL ACTION WRITTEN

Mar 05, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Mar 05, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 05, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Mar 04, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Mar 04, 2025

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Aug 21, 2024

NEW APPLICATION ENTERED

S SIMPLIFY WEALTH

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Other Marks in Class 035 — Advertising, business management & retail services

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