SIMPLYRIA

What this means for you

Not registered yet, but its 02 Nov 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99475018

Mark type

Stylized text

Filed

02 Nov 2025

Goods and services

• Class 035 — Advertising and business services: International Class 35 – Business and Operational Consulting Services Business consulting services for independent financial professionals and registered investment adviser (RIA) firms; business management and advisory services relating to establishing, structuring, operating, and scaling independent investment-advisory practices; consulting in the field of business organization and management of financial-advisory firms; advisory services relating to business transitions from broker-dealer or hybrid models to independent RIA structures; consulting services in the field of selection and integration of business technologies, namely customer-relationship-management (CRM) software, portfolio-management systems, billing and reporting platforms, and compliance-management tools; consulting regarding fee-structure design, operational workflow, vendor evaluation, and client-service-model development; business succession and continuity planning for advisory practices; consulting in the field of human-capital management and staff supervision for investment-advisory firms; providing business information and strategic planning in the nature of growth strategy, brand development, and market positioning for financial-advisory professionals; consulting services featuring advisor-transition programs that assist practitioners in launching, operating, and expanding advisory firms under an affiliate registered-investment-adviser platform; business consulting relating to retirement transitions and valuation of advisory practices; and providing business networking and collaboration opportunities for investment-advisory professionals through educational and consulting programs.

Owner

• Entry Point Advisor Network, Inc., Brighton, MI, US

Prosecution history

• 22 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 22 Mar 2026 — NON-FINAL ACTION E-MAILED
• 22 Mar 2026 — NON-FINAL ACTION WRITTEN
• 16 Mar 2026 — ASSIGNED TO EXAMINER
• 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 02 Nov 2025 — APPLICATION FILING RECEIPT MAILED
• 02 Nov 2025 — NEW APPLICATION ENTERED