TrademarkDir
WEALTH WITH SIMPLICITY
LIVE

Serial Number

86671439

Owner

CMR Financial Advisors, Inc

Attorney

Andrea Gorrie

First Use Date

Feb 1, 2012

Filing Date

Jun 23, 2015

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WEALTH WITH SIMPLICITY Trademark

Serial Number: 86671439 • Registration: 5032941

WEALTH WITH SIMPLICITY is a trademark filed by CMR Financial Advisors, Inc on June 23, 2015. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

CMR Financial Advisors, Inc (2 trademarks)

Kailua, HI 96734

Entity Type: 03

Trademark Details

Filing Date

June 23, 2015

Registration Date

August 30, 2016

First Use Anywhere

February 1, 2012

First Use in Commerce

February 1, 2012

Published for Opposition

November 24, 2015

Goods & Services

Financial services, namely, wealth management services

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Feb 20, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 20, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 20, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 20, 2026 REAP
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Oct 13, 2025 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 13, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 13, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 13, 2025 REAP
SEC. 15 ACKNOWLEDGEMENT - E-MAILED
Oct 10, 2025 NA15
REGISTERED - SEC. 15 ACKNOWLEDGED
Oct 10, 2025 15AK
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Oct 10, 2025 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Oct 10, 2025 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Oct 10, 2025 89AG
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Oct 9, 2025 EROP
POST REGISTRATION ACTION MAILED - SEC. 15
Sep 22, 2025 PR15
POST REGISTRATION ACTION MAILED - SEC. 15
Sep 22, 2025 PR15
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 21, 2025 APRE
TEAS SECTION 8 & 9 RECEIVED
Sep 5, 2025 E89R
TEAS SECTION 15 RECEIVED
Sep 5, 2025 E15R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Aug 30, 2025 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Apr 7, 2023 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Apr 7, 2023 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 7, 2023 APRE
TEAS SECTION 8 RECEIVED
Aug 26, 2022 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Aug 30, 2021 REM1
REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
Jun 10, 2020 CORV
WITHDRAWAL OF ATTORNEY GRANTED
Apr 24, 2020 WOAG
TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Apr 24, 2020 WOAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Apr 22, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 22, 2020 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Apr 22, 2020 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 22, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 22, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Apr 22, 2020 COAR
REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
Jun 10, 2019 CORV
TEAS VOLUNTARY AMENDMENT RECEIVED
Jun 6, 2019 PARI
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 13, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 13, 2019 REAP
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 4, 2018 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 4, 2018 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 5, 2017 TCCA
REGISTERED-PRINCIPAL REGISTER
Aug 30, 2016 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jul 26, 2016 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jul 25, 2016 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jul 15, 2016 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jul 11, 2016 AITU
USE AMENDMENT FILED
Jun 16, 2016 IUAF
TEAS STATEMENT OF USE RECEIVED
Jun 16, 2016 EISU
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 16, 2016 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 16, 2016 REAP
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jan 19, 2016 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Nov 24, 2015 NPUB
PUBLISHED FOR OPPOSITION
Nov 24, 2015 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Nov 4, 2015 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 16, 2015 CNSA
ASSIGNED TO EXAMINER
Sep 29, 2015 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 29, 2015 NWOS
NEW APPLICATION ENTERED
Jun 26, 2015 NWAP

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