USPTO serial 86976166
SIMPLY MONEY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 25, 2015
- Examiner
- GUTTADAURO, JULIE MARIE
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
Need help with SIMPLY MONEY?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Folsom, CA, US
Cincinnati, OH, US
Cincinnati, OH, US
Cincinnati, OH, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kimberlee A. Boyle
Kimberlee A. Boyle Richard Law Group, Inc.5910 N. Central Expressway, Suite 325Dallas, TX 75206United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | [ Financial and investment services, namely, financial advice and consultancy services; asset and investment acquisition, consultation and development services; financial planning; financial investment management and brokerage services and the investment of funds for others; Insurance services, namely, insurance information and consultancy; insurance brokerage services ] | SECTION 8 - CANCELLED | — |
| 041 | Entertainment services, namely, providing an ongoing radio program, podcasts and video podcasts in the field of financial and investment advice; entertainment in the nature of live radio personality performances; entertainment and educational services, namely, [ the presentation of seminars, workshops, lectures, and ] ongoing radio shows all in the field of financial and investment advice [ ; providing an online weekly column in the field of financial and investment advice ] | 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 ALLWORTH FINANCIAL, L.P.
- Other trademarks owned by Simply Money IP Holdings, LLC
- Other trademarks owned by Simply Money IP Holdings, LLC
- Other trademarks owned by Simply Money IP Holdings, LLC
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named SIMPLY MONEY
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 14, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 11, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 6, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| May 6, 2026 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| May 6, 2026 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| May 2, 2026 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Nov 6, 2025 | PR89 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 | — |
| Nov 3, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 11, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 11, 2025 | 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. |
| Sep 11, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 11, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 11, 2025 | 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. |
| Sep 11, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 16, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Aug 25, 2024 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 20, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 20, 2023 | 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. |
| Jul 20, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 20, 2021 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Dec 20, 2021 | C15P | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Nov 29, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 25, 2021 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Aug 25, 2020 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jan 22, 2020 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 25, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 25, 2015 | 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. |
| Jun 9, 2015 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 9, 2015 | 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. |
| May 20, 2015 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 4, 2015 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Apr 30, 2015 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Apr 29, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 29, 2015 | IUAA | USE AMENDMENT ACCEPTED | — |
| Apr 23, 2015 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Apr 23, 2015 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Apr 21, 2015 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 21, 2015 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Apr 13, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 27, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 26, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 26, 2015 | 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 26, 2015 | ALIE | ASSIGNED TO LIE | — |
| Mar 20, 2015 | IUAF | USE AMENDMENT FILED | — |
| Mar 20, 2015 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Mar 20, 2015 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Mar 20, 2015 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Sep 26, 2014 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | 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. |
| Sep 26, 2014 | GNRT | NON-FINAL ACTION E-MAILED | 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. |
| Sep 26, 2014 | 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. |
| Sep 23, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 24, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 17, 2014 | NWAP | NEW APPLICATION ENTERED | — |