Serial Number
98709611
Owner
Simplify Wealth LLCAttorney
Timothy D. SitzmannFirst Use Date
Jun 5, 2023
Filing Date
Aug 21, 2024
S SIMPLIFY WEALTH Trademark
Serial Number: 98709611 • Registration: 8227201
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 45 - Legal & Security Services
Legal services; security services for the protection of property and individuals
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Timothy D. Sitzmann Winthrop & Weinstine, P.A.
225 South 6th Street, Suite 3500
Minneapolis, MN 55402
United States
Trademark Details
Filing Date
August 21, 2024
Registration Date
April 28, 2026
First Use Anywhere
June 5, 2023
First Use in Commerce
June 5, 2023
Published for Opposition
March 10, 2026
Goods & Services
Business management consultation and services, namely, managing and administering payroll and providing accounting services; tax advisory services for businesses; financial and business record keeping; business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, and organizing and processing paperwork; charitable services, namely, coordination of the procurement and distribution of in-kind donations of goods and services
Estate trust management; online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; cash management; bill payment services
Personal concierge services for others comprising making personal arrangements and reservations, personal shopping, running errands, sorting mail, organizing paperwork, and providing customer specific information to meet individual needs
