Who owns the SIMPLIFIED ASSET MANAGEMENT (SAM) trademark?

The SIMPLIFIED ASSET MANAGEMENT (SAM) trademark is owned by Nicolet Bankshares, Inc..

What class is the SIMPLIFIED ASSET MANAGEMENT (SAM) trademark registered in?

The SIMPLIFIED ASSET MANAGEMENT (SAM) trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for SIMPLIFIED ASSET MANAGEMENT (SAM)?

The USPTO serial number for SIMPLIFIED ASSET MANAGEMENT (SAM) is 88125871.

What is the registration number for SIMPLIFIED ASSET MANAGEMENT (SAM)?

SIMPLIFIED ASSET MANAGEMENT (SAM) is registered under USPTO registration number 5886748.

SIM

USPTO Trademark Record

REGISTERED

SIMPLIFIED ASSET MANAGEMENT (SAM)

SN 88125871·Reg 5886748·Filed Sep 20, 2018

Owner Nicolet Bankshares, Inc.

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

SIMPLIFIED ASSET MANAGEMENT (SAM) (Serial No. 88125871), Registration No. 5886748, is a registered US trademark filed on Sep 20, 2018 by Nicolet Bankshares, Inc.. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: October 15, 2029

Mark Intelligence

SIMPLIFIED ASSET MANAGEMENT (SAM) (Reg. #5886748) is a registered US trademark that has been protecting its owner, Nicolet Bankshares, Inc., since 2018. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Sep 20, 2018

SERIAL

88125871

REG#

5886748

REGISTERED

Oct 15, 2019

Owner

Applicant

Nicolet Bankshares, Inc.

Entity

Corporation

State

Address

111 N. Washington Street, Green Bay, WI, 54301

Country

Attorney

NameChristopher J. Hussin

Law firm

Christopher J. Hussin BOARDMAN & CLARK LLP

Docket

55886-4

Address

1 S. PINCKNEY ST., STE. 410, MADISON, WI 53703, United States

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Filing Information

StatusREGISTERED

Filing DateSep 20, 2018

Serial Number88125871

Registration No.5886748

Registration DateOct 15, 2019

Status DateOct 22, 2025

Published for OppositionFeb 26, 2019

Next RenewalOctober 15, 2029

Mark TypeStandard characters

Attorney Docket55886-4

Status DescriptionLive and registered, Section 8 and 15 accepted

Filing Signals

FILED

2018

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Sep 20, 2018

First use in commerce: Sep 20, 2018

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

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

Status History

30 events

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Oct 22, 2025

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Oct 22, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Oct 20, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 & 15 RECEIVED

Jun 19, 2025

TEAS SECTION 8 & 15 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Oct 15, 2024

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-PRINCIPAL REGISTER

Oct 15, 2019

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Sep 13, 2019

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Sep 12, 2019

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Aug 31, 2019

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Aug 30, 2019

CASE ASSIGNED TO INTENT TO USE PARALEGAL

SOU EXTENSION 1 GRANTED

Aug 30, 2019

SOU EXTENSION 1 GRANTED

STATEMENT OF USE PROCESSING COMPLETE

Aug 30, 2019

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Aug 27, 2019

TEAS STATEMENT OF USE RECEIVED

SOU TEAS EXTENSION RECEIVED

Aug 27, 2019

SOU TEAS EXTENSION RECEIVED

SOU EXTENSION 1 FILED

Aug 27, 2019

SOU EXTENSION 1 FILED

USE AMENDMENT FILED

Aug 27, 2019

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Apr 23, 2019

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Feb 26, 2019

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Feb 26, 2019

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Feb 06, 2019

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO LIE

Jan 24, 2019

ASSIGNED TO LIE

LAW OFFICE PUBLICATION REVIEW COMPLETED

Jan 24, 2019

LAW OFFICE PUBLICATION REVIEW COMPLETED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jan 09, 2019

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jan 09, 2019

APPROVED FOR PUB - PRINCIPAL REGISTER

EXAMINER'S AMENDMENT ENTERED

Jan 09, 2019

EXAMINER'S AMENDMENT ENTERED

EXAMINERS AMENDMENT -WRITTEN

Jan 09, 2019

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Jan 09, 2019

EXAMINERS AMENDMENT E-MAILED

ASSIGNED TO EXAMINER

Jan 02, 2019

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 27, 2018

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Sep 24, 2018

NEW APPLICATION ENTERED

SIMPLIFIED ASSET MANAGEMENT (SAM)

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Other Marks by Nicolet Bankshares, Inc.

Other Marks in Class 036 — Insurance, financial & real estate services

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