Who owns the SMART INVESTING SIMPLIFIED trademark?

The SMART INVESTING SIMPLIFIED trademark is owned by ASSETMARK, INC..

What class is the SMART INVESTING SIMPLIFIED trademark registered in?

The SMART INVESTING SIMPLIFIED trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for SMART INVESTING SIMPLIFIED?

The USPTO serial number for SMART INVESTING SIMPLIFIED is 86667134.

What is the registration number for SMART INVESTING SIMPLIFIED?

SMART INVESTING SIMPLIFIED is registered under USPTO registration number 5317534.

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USPTO Trademark Record

REGISTERED

SMART INVESTING SIMPLIFIED

SN 86667134·Reg 5317534·Filed Jun 18, 2015

Owner ASSETMARK, INC.

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

SMART INVESTING SIMPLIFIED (Serial No. 86667134), Registration No. 5317534, is a registered US trademark filed on Jun 18, 2015 by ASSETMARK, INC.. This trademark covers Class 036 (Insurance, financial & real estate services).

renewal 10y period: October 25, 2027365 days remaining

Mark Intelligence

SMART INVESTING SIMPLIFIED (Reg. #5317534) is a registered US trademark that has been protecting its owner, ASSETMARK, INC., since 2015. 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

Jun 18, 2015

SERIAL

86667134

REG#

5317534

REGISTERED

Oct 24, 2017

Filing Information

StatusREGISTERED

Filing DateJun 18, 2015

Serial Number86667134

Registration No.5317534

Registration DateOct 24, 2017

Status DateMay 03, 2023

Published for OppositionDec 27, 2016

Filing Basis & Declarations

Standard Characters ClaimedUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jun 12, 2017

First use in commerce: Jun 12, 2017

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.

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Status History

39 events

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Aug 12, 2026

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Jan 22, 2026

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

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

Dec 24, 2025

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Dec 24, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Dec 24, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Dec 24, 2025

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Dec 23, 2025

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

May 03, 2023

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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

May 03, 2023

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

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

May 03, 2023

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

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

Oct 24, 2022

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

TEAS SECTION 8 & 15 RECEIVED

Oct 24, 2022

TEAS SECTION 8 & 15 RECEIVED

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

Aug 28, 2019

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Aug 28, 2019

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

REGISTERED-PRINCIPAL REGISTER

Oct 24, 2017

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED

Sep 20, 2017

NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Sep 19, 2017

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

STATEMENT OF USE PROCESSING COMPLETE

Aug 30, 2017

STATEMENT OF USE PROCESSING COMPLETE

NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED

Aug 29, 2017

NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED

SOU EXTENSION 1 GRANTED

Aug 28, 2017

SOU EXTENSION 1 GRANTED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Aug 28, 2017

CASE ASSIGNED TO INTENT TO USE PARALEGAL

TEAS STATEMENT OF USE RECEIVED

Aug 21, 2017

TEAS STATEMENT OF USE RECEIVED

SOU TEAS EXTENSION RECEIVED

Aug 21, 2017

SOU TEAS EXTENSION RECEIVED

USE AMENDMENT FILED

Aug 21, 2017

USE AMENDMENT FILED

SOU EXTENSION 1 FILED

Aug 21, 2017

SOU EXTENSION 1 FILED

NOA MAILED - SOU REQUIRED FROM APPLICANT

Feb 21, 2017

NOA MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Dec 27, 2016

PUBLISHED FOR OPPOSITION

NOTICE OF PUBLICATION

Dec 07, 2016

NOTICE OF PUBLICATION

APPROVED FOR PUB - PRINCIPAL REGISTER

Nov 16, 2016

APPROVED FOR PUB - PRINCIPAL REGISTER

FINAL REFUSAL MAILED

Apr 20, 2016

FINAL REFUSAL MAILED

FINAL REFUSAL WRITTEN

Apr 19, 2016

FINAL REFUSAL WRITTEN

TEAS/EMAIL CORRESPONDENCE ENTERED

Mar 30, 2016

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Mar 29, 2016

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Mar 29, 2016

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION WRITTEN

Sep 30, 2015

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION MAILED

Sep 30, 2015

NON-FINAL ACTION MAILED

ASSIGNED TO EXAMINER

Sep 25, 2015

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 24, 2015

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jun 22, 2015

NEW APPLICATION ENTERED

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