TrademarkDir
WEALTH SIMPLIFICATION
LIVE

Serial Number

76621071

Owner

The Trustee of the Birgen Family Trust dated 11/05/1990, the trustee comprising Robert M. Birgen, a US Citizen

Attorney

Thomas F. Bergert

First Use Date

Jun 28, 2004

Filing Date

Nov 17, 2004

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WEALTH SIMPLIFICATION Trademark

Serial Number: 76621071 • Registration: 3048087

WEALTH SIMPLIFICATION is a trademark filed by The Trustee of the Birgen Family Trust dated 11/05/1990, the trustee comprising Robert M. Birgen, a US Citizen on November 17, 2004. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently registered and active.

Owner Contact Info

The Trustee of the Birgen Family Trust dated 11/05/1990, the trustee comprising Robert M. Birgen, a US Citizen

21700 East Copley Drive, Suite 120
Diamond Bar, CA 91765

Entity Type: 17

Trademark Details

Filing Date

November 17, 2004

Registration Date

January 24, 2006

First Use Anywhere

June 28, 2004

First Use in Commerce

June 28, 2004

Published for Opposition

November 1, 2005

Goods & Services

Personal coaching services in the field of lifestyle; educational services, namely, providing workshops for personal and financial goal setting and achievement

Providing consultation and advice in the fields of financial portfolio and legacy planning

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 24, 2025 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Jan 19, 2016 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Jan 19, 2016 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Jan 19, 2016 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 9, 2016 APRE
TEAS SECTION 8 & 9 RECEIVED
Oct 29, 2015 E89R
REGISTERED - SEC. 15 ACKNOWLEDGED
Jul 1, 2011 15AK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jul 1, 2011 APRE
TEAS SECTION 15 RECEIVED
Jun 10, 2011 E15R
TTAB RELEASE CASE TO TRADEMARKS
Apr 22, 2011 TMBN
CANCELLATION TERMINATED NO. 999999
Apr 22, 2011 CANT
CANCELLATION DENIED NO. 999999
Apr 22, 2011 CAND
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Mar 21, 2011 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Mar 19, 2011 APRE
TEAS SECTION 8 RECEIVED
Mar 18, 2011 ES8R
CANCELLATION INSTITUTED NO. 999999
Mar 8, 2011 PETC
REGISTERED-PRINCIPAL REGISTER
Jan 24, 2006 R.PR
PUBLISHED FOR OPPOSITION
Nov 1, 2005 PUBO
NOTICE OF PUBLICATION
Oct 12, 2005 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Sep 1, 2005 PREV
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 19, 2005 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 17, 2005 TEME
ASSIGNED TO LIE
Aug 17, 2005 ALIE
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 10, 2005 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 10, 2005 TROA
FINAL REFUSAL MAILED
Aug 1, 2005 CNFR
FINAL REFUSAL WRITTEN
Jul 29, 2005 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 28, 2005 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 19, 2005 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 19, 2005 TROA
NON-FINAL ACTION MAILED
Jun 24, 2005 CNRT
NON-FINAL ACTION WRITTEN
Jun 24, 2005 CNRT
ASSIGNED TO EXAMINER
Jun 22, 2005 DOCK
NEW APPLICATION ENTERED
Dec 2, 2004 NWAP

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