SIMPLIFIED ASSET MANAGEMENT (SAM) Trademark Information

Trademark by NICOLET BANKSHARES, INC.

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

Classification Information

Use in Commerce Trademark - Applicant has provided proof of use of this mark in commerce to USPTO.

Primary Class: Class Details:
Class (036)
Insurance; financial affairs; monetary affairs; real estate affairs.
First Use Anywhere:: 9/20/2018
First Use In Commerce: 9/20/2018
General Information
Word mark: SIMPLIFIED ASSET MANAGEMENT (SAM)
Status/Status Date:
REGISTERED
10/15/2019
Serial Number: 88125871
Filing Date: 9/20/2018
Registration Number: 5886748
Registration Date: 10/15/2019
Goods and 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
Mark Description: NOT AVAILABLE
Type Of Mark: Service Mark
Published For Opposition Date: 2/26/2019
Last Applicant/Owner:
NICOLET BANKSHARES, INC.
Green Bay, WI 54301
Mark Drawing Code: Standard Character Mark
Design Search:
(NO DATA)
Register Type: Principal
Disclaimer: ("ASSET MANAGEMENT")
Correspondent:
BOARDMAN & CLARK LLP
1 S. PINCKNEY ST., STE. 410
MADISON, WI 53703
Current Status:
REGISTERED
10/15/2019
Correspondent Search:
CHRISTOPHER J. HUSSIN is a correspondent of SIMPLIFIED ASSET MANAGEMENT (SAM) trademark.
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