SMARTHOLDINGS Trademark

Trademark Overview

On Thursday, February 20, 2025, a trademark application was filed for SMARTHOLDINGS with the United States Patent and Trademark Office. The USPTO has given the SMARTHOLDINGS trademark a serial number of 99048720. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Friday, July 25, 2025. This trademark is owned by Smartdata Wealth, Inc.. The SMARTHOLDINGS 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
smartholdings

General Information

Serial Number99048720
Word MarkSMARTHOLDINGS
Filing DateThursday, February 20, 2025
Status638 - NEW APPLICATION - ASSIGNED TO EXAMINER
Status DateFriday, July 25, 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 HOLDINGS
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
Wednesday, July 16, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, July 25, 2025ASSIGNED TO EXAMINER

Related Keywords

smartholdings software featuring services saas service financial brokerage displaying investment from