Serial Number
98732197
Owner
Waldron Private WealthAttorney
Thomas Michael JosephFirst Use Date
Jan 5, 2015
Filing Date
Sep 4, 2024
SIMPLIFYING WEALTH · SIMPLIFYING LIFE Trademark
Serial Number: 98732197 • Registration: 7848234
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Thomas Michael Joseph OGC Law, LLC
1575 McFarland Road, Suite 6
Pittsburgh, PA 15216
United States
Trademark Details
Filing Date
September 4, 2024
Registration Date
July 1, 2025
First Use Anywhere
January 5, 2015
First Use in Commerce
January 5, 2015
Published for Opposition
May 13, 2025
Goods & Services
Aircraft appraisal and valuation services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Credit risk management; Debt management services; Estate planning; Estate trust management; Estate trust planning; Financial advice relating to income tax; Financial advice, namely, budget planning; Financial asset management; Financial counseling services, namely, helping others build a better working relationship with their money; Financial management; Financial planning and investment advisory services; Financial research and information services; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial portfolio management; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services
