SMARTKEY Trademark

Trademark Overview


On Friday, January 26, 2018, a trademark application was filed for SMARTKEY with the United States Patent and Trademark Office. The USPTO has given the SMARTKEY trademark a serial number of 87772454. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Wednesday, July 30, 2025. This trademark is owned by Pensionmark Financial Group, LLC. The SMARTKEY trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial administration of employee pension plans and retirement plans provided solely to institutions, government agencies, and employers; Investment of funds for others; Investment and retirement fund management; mutual fund investment services; Providing an interactive website and online computer database information in the field of employer-sponsored defined contribution and defined benefit retirement plans; all excluding services in the fields of insurance, real estate, banking, and venture capital

Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans solely for institutions, government agencies, and employers; Enrollment processing services for employer-sponsored defined contribution and defined benefit plans provided solely to institutions, government agencies, and employers; all excluding services in the fields of insurance, real estate, banking, and venture capital
smartkey

General Information


Serial Number87772454
Word MarkSMARTKEY
Filing DateFriday, January 26, 2018
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, July 30, 2025
Registration Number5560143
Registration DateTuesday, September 11, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 26, 2018

Trademark Statements


Certificate of Correction for RegistrationIn the statement, line 1, "California" should be deleted, and "Delaware" should be inserted.
Pseudo MarkSMART KEY
Goods and ServicesFinancial administration of employee pension plans and retirement plans provided solely to institutions, government agencies, and employers; Investment of funds for others; Investment and retirement fund management; mutual fund investment services; Providing an interactive website and online computer database information in the field of employer-sponsored defined contribution and defined benefit retirement plans; all excluding services in the fields of insurance, real estate, banking, and venture capital
Goods and ServicesFinancial record keeping for employer-sponsored defined contribution plans and defined benefit plans solely for institutions, government agencies, and employers; Enrollment processing services for employer-sponsored defined contribution and defined benefit plans provided solely to institutions, government agencies, and employers; all excluding services in the fields of insurance, real estate, banking, and venture capital

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, May 17, 2018
Primary Code035
First Use Anywhere DateThursday, May 4, 2017
First Use In Commerce DateFriday, May 19, 2017

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 7, 2018
Primary Code036
First Use Anywhere DateThursday, May 4, 2017
First Use In Commerce DateFriday, May 19, 2017

Trademark Owner History


Party NameWORLD INVESTMENT ADVISORS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSANTA BARBARA, CA 93101

Party NamePensionmark Financial Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSanta Barbara, CA 93101

Party NamePensionmark Financial Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSanta Barbara, CA 93101

Party NamePensionmark Financial Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSanta Barbara, CA 93101

Trademark Events


Event DateEvent Description
Tuesday, January 30, 2018NEW APPLICATION ENTERED
Thursday, May 17, 2018EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Thursday, May 17, 2018EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Thursday, May 17, 2018NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Thursday, May 17, 2018ASSIGNED TO LIE
Thursday, May 17, 2018COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED
Tuesday, May 22, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 6, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 26, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Wednesday, February 7, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, May 9, 2018ASSIGNED TO EXAMINER
Friday, May 18, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, May 21, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 21, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, June 26, 2018PUBLISHED FOR OPPOSITION
Tuesday, March 11, 2025TEAS SECTION 7 REQUEST RECEIVED
Tuesday, March 11, 2025TEAS SECTION 8 & 15 RECEIVED
Tuesday, July 29, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, July 30, 2025CORRECTION UNDER SECTION 7 - PROCESSED
Wednesday, July 30, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, July 30, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, August 19, 2025NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
Wednesday, March 19, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, September 11, 2018REGISTERED-PRINCIPAL REGISTER
Monday, September 11, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED