SMARTUPLOAD
Live / Applied — Statement of use — registration review complete (as of 23 Mar 2026)
What this means for you
Not registered yet, but its 07 Jan 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
- 98942373
- Mark type
- Stylized text
- Filed
- 07 Jan 2025
- Published for opposition
- 24 Jun 2025
- Attorney of record
- Roman Vayner
Goods and services
- Class 042 — Scientific and technological services: Software as a services (SaaS) services, featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a services (SaaS) services, featuring software for financial planning and financial advice; Software as a services (SaaS) services, featuring software for displaying brokerage account portfolio performance and benchmark reporting.
Owner
- SMARTDATA WEALTH, INC., OMAHA, NE, US
- ClariFees, Inc., Omaha, NE, US
- ClariFees, Inc., Omaha, NE, US
Prosecution history
- 23 Mar 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 23 Mar 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 13 Mar 2026 — STATEMENT OF USE PROCESSING COMPLETE
- 05 Sept 2025 — USE AMENDMENT FILED
- 13 Mar 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 01 Oct 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 05 Sept 2025 — TEAS STATEMENT OF USE RECEIVED
- 19 Aug 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 24 Jun 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 24 Jun 2025 — PUBLISHED FOR OPPOSITION
- 18 Jun 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 20 May 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 15 May 2025 — ASSIGNED TO EXAMINER
- 29 Apr 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 07 Jan 2025 — NEW APPLICATION ENTERED