S.M.A.R.T. INVESTING Trademark
Trademark Overview
On Friday, May 29, 2026, a trademark application was filed for S.M.A.R.T. INVESTING with the United States Patent and Trademark Office. The USPTO has given the S.M.A.R.T. INVESTING trademark a serial number of 99854460. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, May 29, 2026. This trademark is owned by Alliance Wealth Advisors LLC. The S.M.A.R.T. INVESTING trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice on retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial portfolio management; Financial planning for retirement
General Information
| Serial Number | 99854460 |
| Word Mark | S.M.A.R.T. INVESTING |
| Filing Date | Friday, May 29, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, May 29, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | SMART INVESTING |
| Pseudo Mark | SPECIFIC MEASURABLE ATTAINABLE RELEVANT TIMELY INVESTING |
| Pseudo Mark | SPECIFIC MEASURABLE ACTIONABLE REALISTIC TIMELY INVESTING |
| Goods and Services | Financial advice on retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial portfolio management; Financial planning for retirement |
| Pseudo Mark | SPECIFIC MEASURABLE ACHIEVABLE RELEVANT TIME BOUND INVESTING |
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 | Friday, May 29, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 14, 2019 |
| First Use In Commerce Date | Monday, January 14, 2019 |
Trademark Owner History
| Party Name | Alliance Wealth Advisors LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Centerville, UT 84014
US |
Trademark Events
| Event Date | Event Description |
| Friday, May 29, 2026 | NEW APPLICATION ENTERED |
| Friday, May 29, 2026 | APPLICATION FILING RECEIPT MAILED |
