TrademarkDir
WEALTH MANAGEMENT SIMPLIFIED
LIVE

Serial Number

90830297

Owner

AlphaCore Capital, LLC

First Use Date

Jan 4, 2021

Filing Date

Jul 15, 2021

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WEALTH MANAGEMENT SIMPLIFIED Trademark

Serial Number: 90830297 • Registration: 6919617

WEALTH MANAGEMENT SIMPLIFIED is a trademark filed by AlphaCore Capital, LLC on July 15, 2021. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

AlphaCore Capital, LLC (5 trademarks)

San Diego, CA 92037

Entity Type: 16

Callan Capital (2 trademarks)

1250 prospect st
La Jolla, CA 92037

Entity Type: 16

Trademark Details

Filing Date

July 15, 2021

Registration Date

December 6, 2022

First Use Anywhere

January 4, 2021

First Use in Commerce

January 4, 2021

Published for Opposition

May 17, 2022

Goods & Services

Financial services, namely, wealth management services

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 21, 2025 ASGN
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Dec 6, 2022 NRCC
REGISTERED-PRINCIPAL REGISTER
Dec 6, 2022 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Nov 1, 2022 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Oct 31, 2022 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Oct 26, 2022 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Oct 25, 2022 AITU
USE AMENDMENT FILED
Oct 7, 2022 IUAF
TEAS STATEMENT OF USE RECEIVED
Oct 7, 2022 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jul 12, 2022 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 17, 2022 NPUB
PUBLISHED FOR OPPOSITION
May 17, 2022 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 27, 2022 NONP
ASSIGNED TO LIE
Apr 12, 2022 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 9, 2022 CNSA
EXAMINER'S AMENDMENT ENTERED
Apr 6, 2022 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Apr 6, 2022 GNEN
EXAMINERS AMENDMENT E-MAILED
Apr 6, 2022 GNEA
EXAMINERS AMENDMENT -WRITTEN
Apr 6, 2022 CNEA
ASSIGNED TO EXAMINER
Apr 5, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 18, 2021 NWOS
NEW APPLICATION ENTERED
Jul 19, 2021 NWAP

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