Who owns the WEALTH MANAGEMENT SIMPLIFIED trademark?

The WEALTH MANAGEMENT SIMPLIFIED trademark is owned by ALPHACORE CAPITAL LLC.

What class is the WEALTH MANAGEMENT SIMPLIFIED trademark registered in?

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

What is the serial number for WEALTH MANAGEMENT SIMPLIFIED?

The USPTO serial number for WEALTH MANAGEMENT SIMPLIFIED is 90830297.

What is the registration number for WEALTH MANAGEMENT SIMPLIFIED?

WEALTH MANAGEMENT SIMPLIFIED is registered under USPTO registration number 6919617.

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WEA

USPTO Trademark Record

REGISTERED

WEALTH MANAGEMENT SIMPLIFIED

SN 90830297·Reg 6919617·Filed Jul 15, 2021

Owner ALPHACORE CAPITAL LLC

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

WEALTH MANAGEMENT SIMPLIFIED (Serial No. 90830297), Registration No. 6919617, is a registered US trademark filed on Jul 15, 2021 by ALPHACORE CAPITAL LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: December 06, 2028

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Mark Intelligence

WEALTH MANAGEMENT SIMPLIFIED (Reg. #6919617) is a registered US trademark that has been protecting its owner, ALPHACORE CAPITAL LLC, since 2021. 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

Jul 15, 2021

SERIAL

90830297

REG#

6919617

REGISTERED

Dec 06, 2022

Filing Information

StatusREGISTERED

Filing DateJul 15, 2021

Serial Number90830297

Registration No.6919617

Registration DateDec 06, 2022

Status DateDec 06, 2022

Published for OppositionMay 17, 2022

Filing Basis & Declarations

Standard Characters ClaimedUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 04, 2021

First use in commerce: Jan 04, 2021

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

22 events

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

May 21, 2025

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

REGISTERED-PRINCIPAL REGISTER

Dec 06, 2022

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Dec 06, 2022

NOTICE OF REGISTRATION CONFIRMATION EMAILED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Nov 01, 2022

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Oct 31, 2022

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

STATEMENT OF USE PROCESSING COMPLETE

Oct 26, 2022

STATEMENT OF USE PROCESSING COMPLETE

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Oct 25, 2022

CASE ASSIGNED TO INTENT TO USE PARALEGAL

TEAS STATEMENT OF USE RECEIVED

Oct 07, 2022

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Oct 07, 2022

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jul 12, 2022

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

May 17, 2022

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 17, 2022

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 27, 2022

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO LIE

Apr 12, 2022

ASSIGNED TO LIE

APPROVED FOR PUB - PRINCIPAL REGISTER

Apr 09, 2022

APPROVED FOR PUB - PRINCIPAL REGISTER

EXAMINERS AMENDMENT -WRITTEN

Apr 06, 2022

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Apr 06, 2022

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Apr 06, 2022

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Apr 06, 2022

EXAMINER'S AMENDMENT ENTERED

ASSIGNED TO EXAMINER

Apr 05, 2022

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 18, 2021

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jul 19, 2021

NEW APPLICATION ENTERED

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ALP

ALPHACORE CAPITAL

99629648

AlphaCore Capital LLC

PENDING

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