CAEX
CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
08/07/2026
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Official data from USPTO
WEALTH SIMPLIFICATION
This trademark appears in the official USPTO history.
Even when the status is closed, the history helps calibrate risk, avoid repeating mistakes, and define a safe naming strategy.
CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9Type: WordOffice: United States
Quick snapshot
WEALTH SIMPLIFICATION
ST13
US500000076621071Class
36, 41
Filing
76621071
Registration
3048087
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Case type
Application and registration
Recorded events
35
Latest update
08/07/2026
Trademark type
Word
Nice classes
36, 41
Filing date
11/17/2004
Registration date
01/24/2006
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/07/2026
Last transaction
08/07/2026
Responsible office
United States Patent and Trademark Office
Status code
710
Official register
Principal Register
First use anywhere
06/28/2004
First use in commerce
06/28/2004
Drawing code
4
Owner type
17
Owner location
Diamond Bar, CA, US
Examiner
POWELL, LINDA
Law office
L40
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
The Trustee of the Birgen Family Trust dated 11/05/1990, the trustee comprising Robert M. Birgen, a US Citizen
Representatives
Thomas F. Bergert Williams Mullen
Technical classification
Nice Classes
Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Providing consultation and advice in the fields of financial portfolio and legacy planning
Class 41
Personal coaching services in the field of lifestyle; educational servicesproviding workshops for personal and financial goal setting and achievement
Publications
History of USPTO decisions and trademark events.
35 publications found
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/24/2025
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
01/19/2016
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
01/19/2016
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
01/19/2016
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/09/2016
E89R
TEAS SECTION 8 & 9 RECEIVED
10/29/2015
15AK
REGISTERED - SEC. 15 ACKNOWLEDGED
07/01/2011
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/01/2011
E15R
TEAS SECTION 15 RECEIVED
06/10/2011
TMBN
TTAB RELEASE CASE TO TRADEMARKS
04/22/2011
CANT
CANCELLATION TERMINATED NO. 999999
04/22/2011
CAND
CANCELLATION DENIED NO. 999999
04/22/2011
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
03/21/2011
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/19/2011
ES8R
TEAS SECTION 8 RECEIVED
03/18/2011
PETC
CANCELLATION INSTITUTED NO. 999999
03/08/2011
R.PR
REGISTERED-PRINCIPAL REGISTER
01/24/2006
PUBO
PUBLISHED FOR OPPOSITION
11/01/2005
NPUB
NOTICE OF PUBLICATION
10/12/2005
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
09/01/2005
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/19/2005
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/17/2005
ALIE
ASSIGNED TO LIE
08/17/2005
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/10/2005
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/10/2005
CNFR
FINAL REFUSAL MAILED
08/01/2005
CNFR
FINAL REFUSAL WRITTEN
07/29/2005
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/28/2005
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/19/2005
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/19/2005
CNRT
NON-FINAL ACTION MAILED
06/24/2005
CNRT
NON-FINAL ACTION WRITTEN
06/24/2005
DOCK
ASSIGNED TO EXAMINER
06/22/2005
NWAP
NEW APPLICATION ENTERED
12/02/2004
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