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 PUBLISHED FOR OPPOSITION as of Tuesday, August 12, 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 | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, August 12, 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 | Tuesday, August 12, 2025 |
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 | 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 |
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 |
| 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 |
| Wednesday, June 11, 2025 | ASSIGNED TO EXAMINER |
