SIMPLY MONEY
Live / Registered — Registered and renewed (as of 06 May 2026)
What this means for you
Registered since 25 Aug 2015. 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 25 Aug 2025).
Record
- Serial number
- 86976166
- Registration number
- 4799876
- Mark type
- Stylized text
- Filed
- 13 Jun 2014
- Published for opposition
- 09 Jun 2015
- Registered
- 25 Aug 2015
- Next maintenance due
- 25 Aug 2025
- Attorney of record
- Kimberlee A. Boyle
Goods and services
- Class 036 — Insurance and financial 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 ]
- Class 041 — Education and entertainment 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 ]
Owner
- ALLWORTH FINANCIAL, L.P., Folsom, CA, US
- Simply Money IP Holdings, LLC, Cincinnati, OH, US
- Simply Money IP Holdings, LLC, Cincinnati, OH, US
- Simply Money IP Holdings, LLC, Cincinnati, OH, US
Prior registrations
Prosecution history
- 06 May 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 06 May 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 06 May 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 02 May 2026 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 06 Nov 2025 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
- 03 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 11 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 11 Sept 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 11 Sept 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 11 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 11 Sept 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 11 Sept 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 16 Jul 2025 — TEAS SECTION 8 & 9 RECEIVED
- 25 Aug 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 20 Jul 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED