| Serial Number | 99422831 |
| Word Mark | SMARTANNUITY |
| Filing Date | Wednesday, October 1, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, June 12, 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 |
| Pseudo Mark | SMART ANNUITY |
| Goods and Services | Financial services, namely, financial analysis, financial illustration and projections being financial planning, and financial evaluation of fixed income financial products; Providing financial recommendations being financial advice for fixed income financial products based on client financial profiles and retirement goals; Financial consultation services in the fields of suitability analysis and replacement advice for fixed income financial products; Financial analysis in the fields of comparison of fixed income financial products, fee structures, surrender charges, and benefit features; Financial services, namely, financial planning in the fields of database-driven selection of fixed income financial products and portfolio optimization, all provided for financial advisors, insurance professionals, and wealth management firms |
| 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, October 1, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, September 1, 2025 |
| First Use In Commerce Date | Monday, September 1, 2025 |
| Party Name | Smartdata Wealth, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Arden Hills, MN 55126 US |
| Event Date | Event Description |
| Wednesday, October 1, 2025 | NEW APPLICATION ENTERED |
| Wednesday, October 1, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, February 13, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 20, 2026 | ASSIGNED TO EXAMINER |
| Monday, February 23, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, February 23, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, February 23, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, May 17, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Sunday, May 17, 2026 | TEAS AMENDMENT OF USE RECEIVED |
| Sunday, May 17, 2026 | USE AMENDMENT FILED |
| Sunday, May 17, 2026 | AMENDMENT TO USE PROCESSING COMPLETE |
| Thursday, June 11, 2026 | USE AMENDMENT ACCEPTED |
| Thursday, June 11, 2026 | NON-FINAL ACTION WRITTEN |
| Thursday, June 11, 2026 | NON-FINAL ACTION E-MAILED |
| Thursday, June 11, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 12, 2026 | NON-FINAL ACTION WRITTEN |
| Friday, June 12, 2026 | NON-FINAL ACTION E-MAILED |
| Friday, June 12, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |