USPTO serial 90830297
WEALTH MANAGEMENT SIMPLIFIED
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 6, 2022
- Examiner
- SALES, HEATHER ALISON
- Law office
- PUBLICATION AND ISSUE SECTION
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.
Need help with WEALTH MANAGEMENT SIMPLIFIED?
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
La Jolla, CA, US
LA JOLLA, CA, US
La Jolla, CA, US
La Jolla, CA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, wealth management services | ACTIVE | Jan 4, 2021 |
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 Callan Capital
- Other trademarks owned by ALPHACORE CAPITAL LLC
- Other trademarks owned by Callan Capital
- Other trademarks owned by Callan Capital
- Other trademarks in Class 036
- Similar marks named WEALTH MANAGEMENT SIMPLIFIED
- 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 | — |
| May 21, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Dec 6, 2022 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Dec 6, 2022 | 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. |
| Nov 1, 2022 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 31, 2022 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 26, 2022 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 25, 2022 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Oct 7, 2022 | IUAF | USE AMENDMENT FILED | — |
| Oct 7, 2022 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jul 12, 2022 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| May 17, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 17, 2022 | 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 27, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 12, 2022 | ALIE | ASSIGNED TO LIE | — |
| Apr 9, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 6, 2022 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Apr 6, 2022 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Apr 6, 2022 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Apr 6, 2022 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 5, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 18, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 19, 2021 | NWAP | NEW APPLICATION ENTERED | — |