SMARTPROPOSAL
Live / Applied — Non-final action mailed (as of 30 Jan 2026)
What this means for you
Not registered yet, but its 04 Sept 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
- 99375121
- Mark type
- Stylized text
- Filed
- 04 Sept 2025
- Attorney of record
- Roman Vayner
Goods and services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for financial planning, personalized financial advice, scenario modeling, risk assessment, and goal tracking to support informed investment decision-making; Software as a service (SAAS) services featuring software for categorizing and displaying fees from investment and brokerage accounts; 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 brokerage account visualization, analytics, and comparisons against market indices to optimize investment strategies
Owner
- Smartdata Wealth, Inc., Omaha, NE, US
Prior registrations
Prosecution history
- 30 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 30 Jan 2026 — NON-FINAL ACTION E-MAILED
- 30 Jan 2026 — NON-FINAL ACTION WRITTEN
- 26 Jan 2026 — ASSIGNED TO EXAMINER
- 25 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 04 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 04 Sept 2025 — NEW APPLICATION ENTERED