Who owns the WEALTH WITH SIMPLICITY trademark?

The WEALTH WITH SIMPLICITY trademark is owned by CMR Financial Advisors, Inc.

What class is the WEALTH WITH SIMPLICITY trademark registered in?

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

What is the serial number for WEALTH WITH SIMPLICITY?

The USPTO serial number for WEALTH WITH SIMPLICITY is 86671439.

What is the registration number for WEALTH WITH SIMPLICITY?

WEALTH WITH SIMPLICITY is registered under USPTO registration number 5032941.

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USPTO Trademark Record

REGISTERED

WEALTH WITH SIMPLICITY

SN 86671439·Reg 5032941·Filed Jun 23, 2015

Owner CMR Financial Advisors, Inc

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

WEALTH WITH SIMPLICITY (Serial No. 86671439), Registration No. 5032941, is a registered US trademark filed on Jun 23, 2015 by CMR Financial Advisors, Inc. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: September 01, 2036

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Mark Intelligence

WEALTH WITH SIMPLICITY (Reg. #5032941) is a registered US trademark that has been protecting its owner, CMR Financial Advisors, 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 23, 2015

SERIAL

86671439

REG#

5032941

REGISTERED

Aug 30, 2016

Filing Information

StatusREGISTERED

Filing DateJun 23, 2015

Serial Number86671439

Registration No.5032941

Registration DateAug 30, 2016

Status DateOct 10, 2025

Published for OppositionNov 24, 2015

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: Feb 01, 2012

First use in commerce: Feb 01, 2012

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

58 events

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

Feb 20, 2026

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 20, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Feb 20, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Feb 20, 2026

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

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

Oct 13, 2025

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 13, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 13, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Oct 13, 2025

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Oct 10, 2025

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Oct 10, 2025

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Oct 10, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

REGISTERED - SEC. 15 ACKNOWLEDGED

Oct 10, 2025

REGISTERED - SEC. 15 ACKNOWLEDGED

SEC. 15 ACKNOWLEDGEMENT - E-MAILED

Oct 10, 2025

SEC. 15 ACKNOWLEDGEMENT - E-MAILED

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

Oct 09, 2025

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

POST REGISTRATION ACTION MAILED - SEC. 15

Sep 22, 2025

POST REGISTRATION ACTION MAILED - SEC. 15

Sep 22, 2025

POST REGISTRATION ACTION MAILED - SEC. 15

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Sep 21, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 15 RECEIVED

Sep 05, 2025

TEAS SECTION 15 RECEIVED

TEAS SECTION 8 & 9 RECEIVED

Sep 05, 2025

TEAS SECTION 8 & 9 RECEIVED

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Aug 30, 2025

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Apr 07, 2023

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Apr 07, 2023

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Apr 07, 2023

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

TEAS SECTION 8 RECEIVED

Aug 26, 2022

TEAS SECTION 8 RECEIVED

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

Aug 30, 2021

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

REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED

Jun 10, 2020

REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED

Apr 24, 2020

TEAS WITHDRAWAL OF ATTORNEY RECEIVED

WITHDRAWAL OF ATTORNEY GRANTED

Apr 24, 2020

WITHDRAWAL OF ATTORNEY GRANTED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Apr 22, 2020

TEAS CHANGE OF OWNER ADDRESS RECEIVED

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

Apr 22, 2020

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 22, 2020

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Apr 22, 2020

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 22, 2020

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Apr 22, 2020

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED

Jun 10, 2019

REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED

TEAS VOLUNTARY AMENDMENT RECEIVED

Jun 06, 2019

TEAS VOLUNTARY AMENDMENT RECEIVED

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

Apr 13, 2019

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 13, 2019

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

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

Jan 04, 2018

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jan 04, 2018

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 05, 2017

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-PRINCIPAL REGISTER

Aug 30, 2016

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Jul 26, 2016

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Jul 25, 2016

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

STATEMENT OF USE PROCESSING COMPLETE

Jul 15, 2016

STATEMENT OF USE PROCESSING COMPLETE

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Jul 11, 2016

CASE ASSIGNED TO INTENT TO USE PARALEGAL

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

Jun 16, 2016

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jun 16, 2016

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS STATEMENT OF USE RECEIVED

Jun 16, 2016

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Jun 16, 2016

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jan 19, 2016

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Nov 24, 2015

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 24, 2015

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Nov 04, 2015

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Oct 16, 2015

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Sep 29, 2015

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 29, 2015

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jun 26, 2015

NEW APPLICATION ENTERED

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