SMART FINANCIAL Trademark
Trademark Overview
On Monday, October 27, 2025, a trademark application was filed for SMART FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the SMART FINANCIAL trademark a serial number of 99464826. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, March 20, 2026. This trademark is owned by SmartFinancial.com Insurance LLC. The SMART FINANCIAL trademark is filed in the Advertising, Business and Retail Services and Computer & Software Services & Scientific Services categories with the following description:
Providing a website featuring on-line non-downloadable software that enables users to obtain insurance rate quotes from insurance providers
Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Providing sales leads for the automotive finance and insurance industries
General Information
| Serial Number | 99464826 |
| Word Mark | SMART FINANCIAL |
| Filing Date | Monday, October 27, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, March 20, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Providing a website featuring on-line non-downloadable software that enables users to obtain insurance rate quotes from insurance providers |
| Goods and Services | Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Providing sales leads for the automotive finance and insurance industries |
| Indication of Colors claimed | The color(s) pink, black, white is/are claimed as a feature of the mark. |
| Pseudo Mark | SMARTFINANCIAL |
| Description of Mark | The mark consists of a pink piggy bank on the left side of the mark with black rimmed eyeglasses and white lenses, black eyes, nostrils, and ear holes, and a black mouth, outline for the snout, and coin slot on top; and the word Smartfinancial using black printed and cursive lettering to the right of the piggy bank. |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, October 27, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, December 12, 2018 |
| First Use In Commerce Date | Wednesday, December 12, 2018 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, October 27, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, December 12, 2018 |
| First Use In Commerce Date | Wednesday, December 12, 2018 |
Trademark Owner History
| Party Name | SmartFinancial.com Insurance LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newport Beach, CA 92660
US |
Trademark Events
| Event Date | Event Description |
| Monday, October 27, 2025 | NEW APPLICATION ENTERED |
| Monday, October 27, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, March 8, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, March 7, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, March 12, 2026 | ASSIGNED TO EXAMINER |
| Friday, March 20, 2026 | NON-FINAL ACTION WRITTEN |
| Friday, March 20, 2026 | NON-FINAL ACTION E-MAILED |
| Friday, March 20, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
