SMART ADVISOR NETWORK Trademark

Trademark Overview


On Monday, February 20, 2023, a trademark application was filed for SMART ADVISOR NETWORK with the United States Patent and Trademark Office. The USPTO has given the SMART ADVISOR NETWORK trademark a serial number of 97802450. The federal status of this trademark filing is REGISTERED as of Tuesday, July 23, 2024. This trademark is owned by Smart IP Holdings LLC. The SMART ADVISOR NETWORK trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Education services, namely, providing live and on-line classes, seminars, workshops, tutoring, and mentoring in the fields of finance, debt management, retirement plans, budget planning, tax preparation, and investments; Providing educational demonstrations in the fields of finance, debt management, retirement plans, budget planning, tax preparation, and investments; Educational services, namely, providing online instruction in the fields of finance, debt management, retirement plans, budget planning, tax preparation, and investments via an online website

Financial planning for retirement; Financial administration of retirement plans; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Debt management services; Debt management consultation; Debt settlement services; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Social security and Medicare claims administration and consulting services rendered to individuals
smart advisor network

General Information


Serial Number97802450
Word MarkSMART ADVISOR NETWORK
Filing DateMonday, February 20, 2023
Status700 - REGISTERED
Status DateTuesday, July 23, 2024
Registration Number7453323
Registration DateTuesday, July 23, 2024
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, May 7, 2024

Trademark Statements


Goods and ServicesEducation services, namely, providing live and on-line classes, seminars, workshops, tutoring, and mentoring in the fields of finance, debt management, retirement plans, budget planning, tax preparation, and investments; Providing educational demonstrations in the fields of finance, debt management, retirement plans, budget planning, tax preparation, and investments; Educational services, namely, providing online instruction in the fields of finance, debt management, retirement plans, budget planning, tax preparation, and investments via an online website
Description of MarkThe mark consists of a shield with a thick solid border. Inside the shield is the textual element "SMART" with vertical lines, which is above the textual elements "ADVISOR NETWORK", which is above 5 stars.
Goods and ServicesFinancial planning for retirement; Financial administration of retirement plans; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Debt management services; Debt management consultation; Debt settlement services; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Social security and Medicare claims administration and consulting services rendered to individuals
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"SMART ADVISOR NETWORK"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 9, 2023
Primary Code036
First Use Anywhere DateSaturday, November 14, 2020
First Use In Commerce DateSaturday, November 14, 2020

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, March 9, 2023
Primary Code041
First Use Anywhere DateSaturday, November 14, 2020
First Use In Commerce DateSaturday, November 14, 2020

Trademark Owner History


Party NameSmart IP Holdings LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressWeirton, WV 26062

Party NameSmart IP Holdings LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressWeirton, WV 26062

Party NameSmart IP Holdings LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWeirton, WV 26062

Trademark Events


Event DateEvent Description
Friday, November 17, 2023ASSIGNED TO EXAMINER
Thursday, February 23, 2023NEW APPLICATION ENTERED
Thursday, March 9, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, March 10, 2023NOTICE OF DESIGN SEARCH CODE E-MAILED
Friday, November 17, 2023EXAMINERS AMENDMENT -WRITTEN
Friday, November 17, 2023EXAMINERS AMENDMENT E-MAILED
Friday, November 17, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, November 17, 2023EXAMINER'S AMENDMENT ENTERED
Wednesday, November 22, 2023NON-FINAL ACTION WRITTEN
Wednesday, November 22, 2023NON-FINAL ACTION E-MAILED
Wednesday, November 22, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, February 21, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 21, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, February 21, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, April 1, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 17, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 7, 2024PUBLISHED FOR OPPOSITION
Tuesday, May 7, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 23, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, July 23, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED