| Serial Number | 98838047 |
| Word Mark | SMA SAGE MOUNTAIN |
| Filing Date | Tuesday, November 5, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Wednesday, January 14, 2026 |
| 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 | Tuesday, August 12, 2025 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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; all of the aforesaid excluding capital and strategic assistance to for profit company clientele, public pension plans, public universities, government agencies and public benefit corporations, non-profit associations representing public employees, and similar not-for profit organizations |
| 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 |
| Party Name | Sage Mountain Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30326 |
| Party Name | Sage Mountain Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30326 |
| Event Date | Event Description |
| Tuesday, November 5, 2024 | NEW APPLICATION ENTERED |
| Tuesday, June 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 10, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, June 11, 2025 | ASSIGNED TO EXAMINER |
| Friday, July 4, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 6, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 12, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 12, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, September 1, 2025 | OPPOSITION PAPERS RECEIVED AT TTAB |
| Monday, September 1, 2025 | OPPOSITION INSTITUTED NO. 999999 |
| Monday, October 20, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, January 13, 2026 | OPPOSITION DISMISSED NO. 999999 |
| Tuesday, January 13, 2026 | OPPOSITION TERMINATED NO. 999999 |
| Tuesday, January 13, 2026 | TTAB RELEASE CASE TO TRADEMARKS |