| Serial Number | 87241629 |
| Word Mark | SMART (SUSTAINABILITY METRICS APPLIED TO RISK TOLERANCE) |
| Filing Date | Friday, November 18, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, May 24, 2023 |
| Registration Number | 5240421 |
| Registration Date | Tuesday, July 11, 2017 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 25, 2017 |
| Goods and Services | Investment advisory services; Financial portfolio analysis services; Information, advisory, consultancy and research services relating to finance and investments |
| NOT AVAILABLE | "SUSTAINABILITY METRICS APPLIED TO RISK TOLERANCE" |
| Pseudo Mark | SUSTAINABILITY METRICS APPLIED TO RISK TOLERANCE SUSTAINABILITY METRICS APPLIED TO RISK TOLERANCE |
| 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, November 25, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 6, 2016 |
| First Use In Commerce Date | Monday, June 6, 2016 |
| Party Name | PERIGON WEALTH MANAGEMENT, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SAN FRANCISCO, CA 94105 US |
| Party Name | Gitterman Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Edison, NJ 08837 US |
| Party Name | Gitterman Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Edison, NJ 08837 US |
| Party Name | Gitterman Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Edison, NJ 08837 US |
| Event Date | Event Description |
| Tuesday, November 22, 2016 | NEW APPLICATION ENTERED |
| Friday, November 25, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, November 26, 2016 | NOTICE OF PSEUDO MARK E-MAILED |
| Friday, February 24, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, February 28, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, February 28, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, February 28, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, February 28, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, February 28, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 8, 2017 | ASSIGNED TO LIE |
| Monday, March 20, 2017 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, April 5, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 25, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 25, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 11, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Monday, July 11, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, November 9, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, May 24, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, May 24, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, May 24, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, April 22, 2026 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |