TrademarkDir
SIMPLY MONEY
LIVE

Serial Number

86976166

Owner

ALLWORTH FINANCIAL, L.P.

Attorney

Kimberlee A. Boyle

Filing Date

Jun 13, 2014

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SIMPLY MONEY Trademark

Serial Number: 86976166 • Registration: 4799876

SIMPLY MONEY is a trademark filed by ALLWORTH FINANCIAL, L.P. on June 13, 2014. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently registered and active.

Owner Contact Info

ALLWORTH FINANCIAL, L.P. (14 trademarks)

8775 FOLSOM BLVD.
SACRAMENTO, CA 95826

Entity Type: 13

Simply Money IP Holdings, LLC

Suite 200
Cincinnati, OH 45249

Entity Type: 16

Trademark Details

Filing Date

June 13, 2014

Registration Date

August 25, 2015

Published for Opposition

June 9, 2015

Goods & Services

[ 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 ]

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 ]

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
May 6, 2026 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
May 6, 2026 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
May 6, 2026 89AG
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
May 2, 2026 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Nov 6, 2025 PR89
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 3, 2025 APRE
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 11, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 11, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 11, 2025 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 11, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 11, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 11, 2025 REAP
TEAS SECTION 8 & 9 RECEIVED
Jul 16, 2025 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Aug 25, 2024 REM2
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 20, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 20, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 20, 2023 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Dec 20, 2021 NA85
REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Dec 20, 2021 C15P
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 29, 2021 APRE
TEAS SECTION 8 & 15 RECEIVED
Aug 25, 2021 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Aug 25, 2020 REM1
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jan 22, 2020 ASCK
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Dec 25, 2019 ASGN
REGISTERED-PRINCIPAL REGISTER
Aug 25, 2015 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jun 9, 2015 NPUB
PUBLISHED FOR OPPOSITION
Jun 9, 2015 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 20, 2015 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
May 4, 2015 PREV
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Apr 30, 2015 AAUA
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 29, 2015 CNSA
USE AMENDMENT ACCEPTED
Apr 29, 2015 IUAA
AMENDMENT TO USE PROCESSING COMPLETE
Apr 23, 2015 AUPC
DIVISIONAL PROCESSING COMPLETE
Apr 23, 2015 DPCC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Apr 21, 2015 AITU
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Apr 21, 2015 ZZZX
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 13, 2015 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 27, 2015 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 26, 2015 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 26, 2015 TROA
ASSIGNED TO LIE
Mar 26, 2015 ALIE
USE AMENDMENT FILED
Mar 20, 2015 IUAF
DIVISIONAL REQUEST RECEIVED
Mar 20, 2015 DRRR
TEAS AMENDMENT OF USE RECEIVED
Mar 20, 2015 EAAU
TEAS REQUEST TO DIVIDE RECEIVED
Mar 20, 2015 ERTD
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 26, 2014 GNRN
NON-FINAL ACTION E-MAILED
Sep 26, 2014 GNRT
NON-FINAL ACTION WRITTEN
Sep 26, 2014 CNRT
ASSIGNED TO EXAMINER
Sep 23, 2014 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 24, 2014 NWOS
NEW APPLICATION ENTERED
Jun 17, 2014 NWAP

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