SMARTACCOUNTS Trademark

Trademark Overview


On Thursday, February 20, 2025, a trademark application was filed for SMARTACCOUNTS with the United States Patent and Trademark Office. The USPTO has given the SMARTACCOUNTS trademark a serial number of 99048719. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Thursday, July 31, 2025. This trademark is owned by Smartdata Wealth, Inc.. The SMARTACCOUNTS trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for financial planning and financial advice
smartaccounts

General Information


Serial Number99048719
Word MarkSMARTACCOUNTS
Filing DateThursday, February 20, 2025
Status661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateThursday, July 31, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Pseudo MarkSMART ACCOUNTS
Goods and ServicesSoftware as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for financial planning and financial advice

Classification Information


International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, February 20, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameSmartdata Wealth, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressOmaha, NE 68114

Trademark Events


Event DateEvent Description
Thursday, February 20, 2025NEW APPLICATION ENTERED
Thursday, February 20, 2025APPLICATION FILING RECEIPT MAILED
Friday, July 25, 2025ASSIGNED TO EXAMINER
Monday, July 28, 2025NON-FINAL ACTION E-MAILED
Monday, July 28, 2025NON-FINAL ACTION WRITTEN
Wednesday, July 16, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, July 28, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, July 31, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, July 31, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, July 31, 2025TEAS/EMAIL CORRESPONDENCE ENTERED