USPTO serial 79367036
SIMPLY WEALTH GROUP
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 30, 2024
- Examiner
- HUDSON, TAMARA BREE
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Current trademark owner
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File a new U.S. trademark application, or speak with our attorneys.
Owner
Meadow Heights, VIC, AU
Meadow Heights, VIC, AU
Meadow Heights, VIC, AU
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Joshua M. Gerben, Esq.
Joshua M. Gerben, Esq. Gerben Perrott, PLLC1050 Connecticut Ave NW, Suite 500Washington, DC 20036United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial and investment services, namely, asset and investment acquisition for financial investment; advisory services relating to financial matters; advisory services relating to financial planning; agencies for the exchange of financial operations, namely, conducting a securities and derivatives exchange; stock brokerage services relating to financial instruments; consultation services relating to financial matters; financial advice; financial information featuring estimates for financial purposes; financial advice relating to taxation; financial advice relating to wills; financial advisory services; financial advisory services for companies; financial advisory services for individuals; financial advisory services relating to retirement plans; financial advisory services relating to tax; financial advisory services relating to taxation; financial affairs, namely, financial information, management and analysis services; financial analysis; financial assessments for insurance purposes; financial consultancy; financial consultation services; financial evaluations for insurance purposes; financial information services; financial investment; financial investment advisory services; financial investment management services; financial investment research services; financial management advisory services; financial management; financial management of investments; financial research; financial services, namely, financial information, management and analysis services; financial strategy consultancy services; financial trust management; financial trust administration services; financial valuation services; financial valuations; provision of financial information; financial advice relating to tax for tax financial planning; financial consultancy services relating to taxation; financial advice relating to tax for taxation financial planning; financial risk management; financial evaluation of real property; provision of information relating to financial services; real estate agency services for the selling on commission of real property; commercial property investment services; real estate agency services for domestic property finding; financial research services relating to real estate; financial assessment of real estate; agency services for the leasing of real estate property; advisory services relating to real estate ownership; advisory services relating to real estate valuations; appraisal of real estate; brokerage of real estate; brokerage of virtual real estate; capital investment in real estate; commercial real estate agency services; consultation services relating to real estate; evaluation of real estate; financing of real estate developments; insurance brokerage services relating to real estate; leasing of real estate; providing financial information, including online, in the field of insurance, financial and monetary affairs and real estate affairs; provision of information in relation to real estate; provision of information relating to real estate; real estate advisory services; real estate affairs, namely, real estate consultation; services performed by real estate agencies; real estate agency services; real estate agents services; real estate appraisal; real estate brokerage; real estate consultancy; real estate financing; real estate investment; real estate investment advice; real estate investment management; real estate investment services; real estate leasing; real estate management; real estate brokerage services relating to property development; real estate brokerage services relating to real estate development; real estate valuations; real estate agency services for the subdivision of real estate; financial portfolio management; investment portfolio management services; financial portfolio counselling services; financial portfolio investment management; real property portfolio management; advisory services relating to financial risk management; advisory services relating to financial investment; advisory services relating to banking; financial advisory services relating to credit; advisory services relating to finance; advice relating to mortgages for residential properties; advice services relating to enhancement of mortgages; advisory services relating to mortgages; agency services for financial lending on mortgage; commercial mortgage brokerage; financial information services in the nature of online mortgage repayment calculation; mortgaging debt management; mortgage refinancing services; financial information services in the nature of mortgage repayment calculation, provided online; financial advisory services for the development of mortgage protection policies; mortgage lending; mortgage investment management; mortgage financing services; mortgage brokering; mortgage brokerage services; mortgage banking; mortgage advice; provision of real estate loan financing; financial loan services, namely, loan financing; advisory services relating to loan financing services; advice relating to loan recovery services; financing of home loans; financing of personal loans; financing of mortgage loans; mortgage loan financing services; secured loan financing; provision of financing for secured loans; provision of financing for mortgage loans; provision of financing for loans; provision of financing for home loans; personal loan financing services; loan financing services; loan financing; loan financing for loans against securities; rental of real estate; real property rental; apartment rental agency; accommodation rental agency, namely, rental of apartments and real estate; apartment rental services; rental of accommodation in the nature of apartments; rental of buildings for permanent occupancy; rental of commercial premises in the nature of office space; rental of office space; rental of space in offices | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Simply Wealth Group Pty Ltd
- Other trademarks owned by Simply Wealth Group Pty Ltd
- Other trademarks owned by Simply Wealth Group Pty Ltd
- Other trademarks in Class 036
- Similar marks named SIMPLY WEALTH GROUP
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 15, 2025 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Jan 23, 2025 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Jan 23, 2025 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Oct 30, 2024 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Jul 30, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 30, 2024 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| May 14, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 14, 2024 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Apr 24, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 9, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 25, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 25, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 25, 2024 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 20, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 20, 2024 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 20, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 20, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 20, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 8, 2024 | RFNT | REFUSAL PROCESSED BY IB | — |
| Dec 19, 2023 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Dec 18, 2023 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Dec 13, 2023 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Dec 12, 2023 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 7, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 14, 2023 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Apr 10, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 7, 2023 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |