MAKING SMART MONEY SMARTER Trademark

Trademark Overview

On Thursday, September 14, 2023, a trademark application was filed for MAKING SMART MONEY SMARTER with the United States Patent and Trademark Office. The USPTO has given the MAKING SMART MONEY SMARTER trademark a serial number of 98179298. The federal status of this trademark filing is REGISTERED as of Tuesday, September 30, 2025. This trademark is owned by Insurance AUM, LLC. The MAKING SMART MONEY SMARTER trademark is filed in the Insurance & Financial Services category with the following description:

Providing information in the field of insurance investment
making smart money smarter

General Information

Serial Number98179298
Word MarkMAKING SMART MONEY SMARTER
Filing DateThursday, September 14, 2023
Status700 - REGISTERED
Status DateTuesday, September 30, 2025
Registration Number7969738
Registration DateTuesday, September 30, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 4, 2024

Trademark Statements

Goods and ServicesProviding information in the field of insurance investment

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 3, 2023
Primary Code036
First Use Anywhere DateMonday, January 13, 2025
First Use In Commerce DateMonday, January 13, 2025

Trademark Owner History

Party NameIAUM INC.
Party Type31 - New Owner After Registration
Legal Entity Type54 - NOT AVAILABLE
AddressMALVERN, PA 19355
US
Party NameInsurance AUM, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressDripping Springs, TX 78620
US
Party NameInsurance AUM, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressDripping Springs, TX 78620
US
Party NameInsurance AUM, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBarrington Hills, IL 60010
US

Trademark Events

Event DateEvent Description
Monday, September 18, 2023NEW APPLICATION ENTERED
Tuesday, October 3, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, April 24, 2024ASSIGNED TO EXAMINER
Wednesday, May 1, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 15, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 4, 2024PUBLISHED FOR OPPOSITION
Tuesday, June 4, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 30, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, January 22, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, January 22, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, January 22, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, January 22, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, January 30, 2025TEAS STATEMENT OF USE RECEIVED
Thursday, April 10, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, January 30, 2025USE AMENDMENT FILED
Thursday, April 10, 2025STATEMENT OF USE PROCESSING COMPLETE
Monday, May 12, 2025SU - NON-FINAL ACTION - WRITTEN
Monday, May 12, 2025NON-FINAL ACTION E-MAILED
Monday, May 12, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 30, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, August 7, 2025ASSIGNED TO LIE
Thursday, August 7, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 7, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, September 7, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sunday, September 7, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, September 30, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, September 30, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED
Wednesday, June 24, 2026AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, June 25, 2026TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, June 25, 2026APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, June 25, 2026TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, June 25, 2026ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, June 25, 2026TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, June 25, 2026TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Related Keywords

smarter money smart making investment insurance field information providing