| Serial Number | 86340182 |
| Word Mark | SMARTALPHA |
| Filing Date | Thursday, July 17, 2014 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Saturday, July 12, 2025 |
| Registration Number | 4692242 |
| Registration Date | Tuesday, February 24, 2015 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 9, 2014 |
| Amendment to a Registration/Renewal Certificate | Issue New Certificate to: FINANCIAL MODELS HOLDING, LLC (FLORIDA LIMITED LIABILITY COMPANY) 3579 BIRAGUE DR WELLINGTON, FLORIDA 33449 |
| Pseudo Mark | SMART ALPHA |
| Goods and Services | Investment advisory services |
| 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 | Wednesday, July 23, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, June 1, 2012 |
| First Use In Commerce Date | Friday, June 1, 2012 |
| Party Name | FINANCIAL MODELS HOLDING, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | WELLINGTON, FL 33414 |
| Party Name | ALPHA QUANT ADVISORS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | IRVING, TX 75039 |
| Party Name | CREST INVESTMENT PARTNERS LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Palm Beach, FL 33480 |
| Party Name | CREST INVESTMENT PARTNERS LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Palm Beach, FL 33480 |
| Party Name | CREST INVESTMENT PARTNERS LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Palm Beach, FL 33480 |
| Event Date | Event Description |
| Thursday, July 24, 2014 | NOTICE OF PSEUDO MARK E-MAILED |
| Monday, July 21, 2014 | NEW APPLICATION ENTERED |
| Wednesday, July 23, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 17, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, February 18, 2021 | TEAS SECTION 7 REQUEST RECEIVED |
| Wednesday, October 29, 2014 | ASSIGNED TO EXAMINER |
| Thursday, October 30, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 19, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 9, 2014 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 9, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 24, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, January 11, 2017 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, February 24, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, July 6, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, February 22, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Saturday, July 3, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, July 6, 2021 | NEW CERTIFICATE UNDER SECTION 7 - PROCESSED |
| Tuesday, July 6, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, February 10, 2025 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, July 12, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, July 12, 2025 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Saturday, July 12, 2025 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Saturday, July 12, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Saturday, February 24, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |