KEEP IT SIMPLE STRATEGY

Live / Registered — Registered and renewed (as of 07 Jun 2025)

What this means for you

Registered since 01 Nov 2005. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 01 Nov 2025).

Record

Serial number
78483394
Registration number
3011406
Mark type
Stylized text
Filed
14 Sept 2004
Published for opposition
09 Aug 2005
Registered
01 Nov 2005
Next maintenance due
01 Nov 2025
Attorney of record
Joanne L. Grimes

Goods and services

  • Class 036 — Insurance and financial services: banking and financial services, namely, financial planning services featuring a specified asset allocation strategy; investment allocation advice and management of portfolios of mutual funds, stocks and bonds, insurance and annuity contracts and/or group and individual retirement plans; and providing retirement plans to record-keepers, trust companies, brokerage companies, insurance companies, registered investment advisors and mutual fund companies

Owner

Prosecution history

  • 07 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 07 Jun 2025 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
  • 07 Jun 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 07 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 30 Dec 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 01 Nov 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 22 Aug 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 22 Aug 2015 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 22 Aug 2015 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 21 Aug 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 27 Jul 2015 — TEAS SECTION 8 & 9 RECEIVED
  • 13 Sept 2011 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 13 Sept 2011 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 13 Sept 2011 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 04 Aug 2011 — TEAS SECTION 8 & 15 RECEIVED

View this trademark record on Marksy