SIMPLIFIED ASSET MANAGEMENT (SAM)
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 22 Oct 2025)
What this means for you
Registered since 15 Oct 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88125871
- Registration number
- 5886748
- Mark type
- Stylized text
- Filed
- 20 Sept 2018
- Published for opposition
- 26 Feb 2019
- Registered
- 15 Oct 2019
- Attorney of record
- Christopher J. Hussin
Goods and services
- Class 036 — Insurance and financial services: Financial advice, consulting, planning and management; financial investment brokerage services; financial portfolio management and analysis services; electronic financial trading services; financial services, namely, robo-trader services; financial services, namely, robo-advisor services; financial services, namely, online automated portfolio management services for automatically investing assets based on client data and goals
Owner
- Nicolet Bankshares, Inc., Green Bay, WI, US
- Nicolet Bankshares, Inc., Green Bay, WI, US
- Nicolet Bankshares, Inc., Green Bay, WI, US
Prosecution history
- 22 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 22 Oct 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 20 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 19 Jun 2025 — TEAS SECTION 8 & 15 RECEIVED
- 15 Oct 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 15 Oct 2019 — REGISTERED-PRINCIPAL REGISTER
- 13 Sept 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 12 Sept 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 31 Aug 2019 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 30 Aug 2019 — STATEMENT OF USE PROCESSING COMPLETE
- 27 Aug 2019 — USE AMENDMENT FILED
- 30 Aug 2019 — SOU EXTENSION 1 GRANTED
- 27 Aug 2019 — SOU EXTENSION 1 FILED
- 30 Aug 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 27 Aug 2019 — SOU TEAS EXTENSION RECEIVED