TrademarkDir
SIMPLIFIED ASSET MANAGEMENT (SAM)
LIVE

Serial Number

88125871

Owner

Nicolet Bankshares, Inc.

Attorney

Christopher J. Hussin

First Use Date

Sep 20, 2018

Filing Date

Sep 20, 2018

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SIMPLIFIED ASSET MANAGEMENT (SAM) Trademark

Serial Number: 88125871 • Registration: 5886748

SIMPLIFIED ASSET MANAGEMENT (SAM) is a trademark filed by Nicolet Bankshares, Inc. on September 20, 2018. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Nicolet Bankshares, Inc. (9 trademarks)

Green Bay, WI 54301

Entity Type: 03

Trademark Details

Filing Date

September 20, 2018

Registration Date

October 15, 2019

First Use Anywhere

September 20, 2018

First Use in Commerce

September 20, 2018

Published for Opposition

February 26, 2019

Goods & Services

Financial advice, consulting, planning and management; financial investment brokerage services; financial portfolio management and analysis services; electronic financial trading services; financial services, namely, robo-trader services; financial services, namely, robo-advisor services; financial services, namely, online automated portfolio management services for automatically investing assets based on client data and goals

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Oct 22, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Oct 22, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 20, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 19, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Oct 15, 2024 REM1
REGISTERED-PRINCIPAL REGISTER
Oct 15, 2019 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Sep 13, 2019 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sep 12, 2019 CNPR
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Aug 31, 2019 EXRA
STATEMENT OF USE PROCESSING COMPLETE
Aug 30, 2019 SUPC
SOU EXTENSION 1 GRANTED
Aug 30, 2019 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Aug 30, 2019 AITU
USE AMENDMENT FILED
Aug 27, 2019 IUAF
SOU EXTENSION 1 FILED
Aug 27, 2019 EXT1
SOU TEAS EXTENSION RECEIVED
Aug 27, 2019 EEXT
TEAS STATEMENT OF USE RECEIVED
Aug 27, 2019 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Apr 23, 2019 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 26, 2019 NPUB
PUBLISHED FOR OPPOSITION
Feb 26, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 6, 2019 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jan 24, 2019 PREV
ASSIGNED TO LIE
Jan 24, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 9, 2019 CNSA
EXAMINER'S AMENDMENT ENTERED
Jan 9, 2019 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jan 9, 2019 GNEN
EXAMINERS AMENDMENT E-MAILED
Jan 9, 2019 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jan 9, 2019 CNEA
ASSIGNED TO EXAMINER
Jan 2, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 27, 2018 NWOS
NEW APPLICATION ENTERED
Sep 24, 2018 NWAP

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