Trademark Overview
On Wednesday, October 1, 2025, a trademark application was filed for SMARTANNUITY with the United States Patent and Trademark Office. The USPTO has given the SMARTANNUITY trademark a serial number of 99422831. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, October 1, 2025. This trademark is owned by Smartdata Wealth, Inc.. The SMARTANNUITY trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, financial analysis, financial illustration, financial projections, and evaluation of fixed income financial products ; Providing financial recommendations for fixed income financial products based on client financial profiles and retirement goals; Financial consultation services in the nature of suitability analysis and replacement advice for fixed income financial products ; Financial analysis and comparison of fixed income financial products, including fee structures, surrender charges, and benefit features; Financial services, namely, database-driven selection of fixed income financial products and portfolio optimization, all provided for financial advisors, insurance professionals, and wealth management firms
