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Official data from USPTO

WEALTH WITH SIMPLICITY

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

WEALTH WITH SIMPLICITY

ST13

US500000086671439

Class

36

Filing

86671439

Registration

5032941

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

57

Latest update

02/22/2026

Trademark type

Word

Nice classes

36

Filing date

06/23/2015

Registration date

08/30/2016

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/10/2025

Last transaction

02/22/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

02/01/2012

First use in commerce

02/01/2012

Drawing code

4

Owner type

03

Owner location

Honolulu, HI, US

Examiner

COLLOPY, DIANE PATRICIA

Current location

Historical data usage

Holders and representatives

Holders

CMR Financial Advisors, Inc

Representatives

Andrea Gorrie LegalForce RAPC Worldwide, P.C.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial serviceswealth management services

Publications

History of USPTO decisions and trademark events.

57 publications found

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

02/20/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/20/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

02/20/2026

REAP

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

02/20/2026

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

10/13/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

10/13/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

10/13/2025

REAP

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

10/13/2025

NA15

SEC. 15 ACKNOWLEDGEMENT - E-MAILED

10/10/2025

15AK

REGISTERED - SEC. 15 ACKNOWLEDGED

10/10/2025

NA89

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

10/10/2025

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

10/10/2025

89AG

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

10/10/2025

EROP

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

10/09/2025

PR15

POST REGISTRATION ACTION MAILED - SEC. 15

09/22/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

09/21/2025

E89R

TEAS SECTION 8 & 9 RECEIVED

09/05/2025

E15R

TEAS SECTION 15 RECEIVED

09/05/2025

REM2

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

08/30/2025

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

04/07/2023

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

04/07/2023

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

04/07/2023

ES8R

TEAS SECTION 8 RECEIVED

08/26/2022

REM1

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

08/30/2021

CORV

REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED

06/10/2020

WOAG

WITHDRAWAL OF ATTORNEY GRANTED

04/24/2020

WOAR

TEAS WITHDRAWAL OF ATTORNEY RECEIVED

04/24/2020

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

04/22/2020

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

04/22/2020

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

04/22/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

04/22/2020

REAP

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

04/22/2020

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

04/22/2020

CORV

REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED

06/10/2019

PARI

TEAS VOLUNTARY AMENDMENT RECEIVED

06/06/2019

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

04/13/2019

REAP

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

04/13/2019

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

01/04/2018

REAP

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

01/04/2018

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

10/05/2017

R.PR

REGISTERED-PRINCIPAL REGISTER

08/30/2016

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

07/26/2016

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

07/25/2016

SUPC

STATEMENT OF USE PROCESSING COMPLETE

07/15/2016

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

07/11/2016

IUAF

USE AMENDMENT FILED

06/16/2016

EISU

TEAS STATEMENT OF USE RECEIVED

06/16/2016

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

06/16/2016

REAP

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

06/16/2016

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

01/19/2016

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/24/2015

PUBO

PUBLISHED FOR OPPOSITION

11/24/2015

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

11/04/2015

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

10/16/2015

DOCK

ASSIGNED TO EXAMINER

09/29/2015

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

06/29/2015

NWAP

NEW APPLICATION ENTERED

06/26/2015

Continuous trademark protection

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