SMARTANNUITY
Live / Applied — Non-final action mailed (as of 23 Feb 2026)
What this means for you
Not registered yet, but its 01 Oct 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
- 99422831
- Mark type
- Stylized text
- Filed
- 01 Oct 2025
- Attorney of record
- Roman Vayner
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, financial analysis, financial illustration, financial projections, and evaluation of fixed income financial products ; Providing financial recommendations for fixed income financial products based on client financial profiles and retirement goals; Financial consultation services in the nature of suitability analysis and replacement advice for fixed income financial products ; Financial analysis and comparison of fixed income financial products, including fee structures, surrender charges, and benefit features; Financial services, namely, database-driven selection of fixed income financial products and portfolio optimization, all provided for financial advisors, insurance professionals, and wealth management firms
Owner
- Smartdata Wealth, Inc., Omaha, NE, US
Prosecution history
- 23 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 23 Feb 2026 — NON-FINAL ACTION E-MAILED
- 23 Feb 2026 — NON-FINAL ACTION WRITTEN
- 20 Feb 2026 — ASSIGNED TO EXAMINER
- 13 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 01 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 01 Oct 2025 — NEW APPLICATION ENTERED