BE SMART. GIVE US 60 SECONDS. WE COULD SAVE YOU 6 YEARS OFF YOUR RETIREMENT.
Live / Allowed — Notice of allowance issued (as of 16 Dec 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 28 Apr 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99157913
- Mark type
- Stylized text
- Filed
- 28 Apr 2025
- Published for opposition
- 21 Oct 2025
- Attorney of record
- Roman Vayner
Goods and services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for financial planning and financial advice
Owner
- Smartdata Wealth, Inc., Omaha, NE, US
- Smartdata Wealth, Inc., Omaha, NE, US
Prosecution history
- 16 Dec 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 21 Oct 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 21 Oct 2025 — PUBLISHED FOR OPPOSITION
- 15 Oct 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 22 Sept 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 17 Sept 2025 — ASSIGNED TO EXAMINER
- 05 Sept 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 28 Apr 2025 — APPLICATION FILING RECEIPT MAILED
- 28 Apr 2025 — NEW APPLICATION ENTERED