SMA SAGE MOUNTAIN Trademark
Trademark Overview
On Tuesday, November 5, 2024, a trademark application was filed for SMA SAGE MOUNTAIN with the United States Patent and Trademark Office. The USPTO has given the SMA SAGE MOUNTAIN trademark a serial number of 98838047. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Wednesday, June 11, 2025. This trademark is owned by Sage Mountain Advisors, LLC. The SMA SAGE MOUNTAIN trademark is filed in the Insurance & Financial Services category with the following description:
Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Estate trust planning; Financial trust planning
General Information
| Serial Number | 98838047 |
| Word Mark | SMA SAGE MOUNTAIN |
| Filing Date | Tuesday, November 5, 2024 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Wednesday, June 11, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of a stylized representation of a triangle with the letters "SMA" appearing in a stylized representation within the triangle, all above the wording "SAGE MOUNTAIN" in a stylized font. |
| Goods and Services | Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Estate trust planning; Financial trust planning |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 5, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, October 31, 2018 |
| First Use In Commerce Date | Wednesday, October 31, 2018 |
Trademark Owner History
| Party Name | Sage Mountain Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30326 |
Trademark Events
| Event Date | Event Description |
| Tuesday, November 5, 2024 | NEW APPLICATION ENTERED |
| Tuesday, June 10, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, June 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 11, 2025 | ASSIGNED TO EXAMINER |
