Who owns the SIMPLIFYING WEALTH · SIMPLIFYING LIFE trademark?

The SIMPLIFYING WEALTH · SIMPLIFYING LIFE trademark is owned by Waldron Private Wealth.

What class is the SIMPLIFYING WEALTH · SIMPLIFYING LIFE trademark registered in?

The SIMPLIFYING WEALTH · SIMPLIFYING LIFE trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for SIMPLIFYING WEALTH · SIMPLIFYING LIFE?

The USPTO serial number for SIMPLIFYING WEALTH · SIMPLIFYING LIFE is 98732197.

What is the registration number for SIMPLIFYING WEALTH · SIMPLIFYING LIFE?

SIMPLIFYING WEALTH · SIMPLIFYING LIFE is registered under USPTO registration number 7848234.

SIM

USPTO Trademark Record

REGISTERED

SIMPLIFYING WEALTH · SIMPLIFYING LIFE

SN 98732197·Reg 7848234·Filed Sep 04, 2024

Owner Waldron Private Wealth

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

SIMPLIFYING WEALTH · SIMPLIFYING LIFE (Serial No. 98732197), Registration No. 7848234, is a registered US trademark filed on Sep 04, 2024 by Waldron Private Wealth. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: July 01, 2031

Mark Intelligence

SIMPLIFYING WEALTH · SIMPLIFYING LIFE (Reg. #7848234) is a registered US trademark that has been protecting its owner, Waldron Private Wealth, since 2024. 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 04, 2024

SERIAL

98732197

REG#

7848234

REGISTERED

Jul 01, 2025

Owner

Applicant

Waldron Private Wealth

Entity

LLC

State

Address

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

Country

Attorney

NameKelly R. Vehec

Law firm

Kelly R. Vehec BABST CALLAND CLEMENTS & ZOMNIR, PC

Docket

14589-1

Address

603 STANWIX STREET, TWO GATEWAY CENTER, 9th Floor, PITTSBURGH, PA 15222, United States

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Filing Information

StatusREGISTERED

Filing DateSep 04, 2024

Serial Number98732197

Registration No.7848234

Registration DateJul 01, 2025

Status DateJul 01, 2025

Published for OppositionMay 13, 2025

Mark TypeStandard characters

Attorney Docket14589-1

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 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 05, 2015

First use in commerce: Jan 05, 2015

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

19 events

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Dec 12, 2025

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Dec 12, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Dec 12, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Dec 12, 2025

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

REGISTERED-PRINCIPAL REGISTER

Jul 01, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Jul 01, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

May 13, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 13, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 07, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Apr 14, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Mar 20, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Mar 20, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Mar 20, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

ASSIGNED TO EXAMINER

Mar 17, 2025

ASSIGNED TO EXAMINER

NON-FINAL ACTION WRITTEN

Mar 17, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Mar 17, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 17, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Mar 16, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Sep 04, 2024

NEW APPLICATION ENTERED

SIMPLIFYING WEALTH · SIMPLIFYING LIFE

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Other Marks by Waldron Private Wealth

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

Other Marks by Kelly R. Vehec

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