SIMPLIFYING WEALTH · SIMPLIFYING LIFE
Live / Registered — Registered (as of 01 Jul 2025)
What this means for you
Registered since 01 Jul 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98732197
- Registration number
- 7848234
- Mark type
- Stylized text
- Filed
- 04 Sept 2024
- Published for opposition
- 13 May 2025
- Registered
- 01 Jul 2025
- Attorney of record
- Thomas Michael Joseph
Goods and services
- Class 036 — Insurance and financial services: Aircraft appraisal and valuation services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Credit risk management; Debt management services; Estate planning; Estate trust management; Estate trust planning; Financial advice relating to income tax; Financial advice, namely, budget planning; Financial asset management; Financial counseling services, namely, helping others build a better working relationship with their money; Financial management; Financial planning and investment advisory services; Financial research and information services; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial portfolio management; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services
Owner
- Waldron Private Wealth, Bridgeville, PA, US
- Waldron Private Wealth, Bridgeville, PA, US
- Waldron Private Wealth, Bridgeville, PA, US
Prosecution history
- 08 Sept 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 08 Sept 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 08 Sept 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 12 Dec 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 12 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 12 Dec 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 12 Dec 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 01 Jul 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 01 Jul 2025 — REGISTERED-PRINCIPAL REGISTER
- 13 May 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 13 May 2025 — PUBLISHED FOR OPPOSITION
- 07 May 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 14 Apr 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 20 Mar 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 20 Mar 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE