NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
04/28/2026
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Official data from USPTO
S SIMPLIFY WEALTH
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
26
Latest update
04/28/2026
Trademark type
Combined
Nice classes
35, 36, 45
Filing date
08/21/2024
Registration date
04/28/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/28/2026
Last transaction
04/28/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
06/05/2023
First use in commerce
06/05/2023
Drawing code
3
Owner type
16
Owner location
Deephaven, MN, US
Examiner
CARROLL, DORITT
Law office
M70
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of a stylized "S" to the left of the words "SIMPLIFY WEALTH" in a stylized font.
Holders and representatives
Holders
Simplify Wealth LLC
Representatives
Timothy D. Sitzmann Winthrop & Weinstine, P.A.
Technical classification
Nice Classes
Class 35Class 36Class 45
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business management consultation and servicesmanaging and administering payroll and providing accounting services; tax advisory services for businesses; financial and business record keeping; business assistanceadvisory services and consultancy in the fields of budgetingbookkeepingorganizing and processing paperwork; charitable servicescoordination of the procurement and distribution of in-kind donations of goods and services
Class 36
Estate trust management; onlinereal-time tax payment processingtax payment financial managementtax payment financial analysis services; cash management; bill payment services
Class 45
Personal concierge services for others comprising making personal arrangements and reservationspersonal shoppingrunning errandssorting mailorganizing paperworkproviding customer specific information to meet individual needs
Publications
History of USPTO decisions and trademark events.
26 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
04/28/2026
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/10/2026
PUBO
PUBLISHED FOR OPPOSITION
03/10/2026
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/04/2026
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/11/2026
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/23/2026
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/22/2026
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
01/22/2026
XELG
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
10/23/2025
XELR
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
10/23/2025
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
07/23/2025
GNFR
FINAL REFUSAL E-MAILED
07/23/2025
CNFR
FINAL REFUSAL WRITTEN
07/23/2025
AMPX
PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
06/29/2025
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
06/29/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/05/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/05/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/05/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/05/2025
GNRT
NON-FINAL ACTION E-MAILED
03/05/2025
CNRT
NON-FINAL ACTION WRITTEN
03/05/2025
DOCK
ASSIGNED TO EXAMINER
03/05/2025
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
03/04/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/04/2025
NWAP
NEW APPLICATION ENTERED
08/21/2024
Continuous trademark protection
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