SMARTLEE Trademark

Trademark Overview


On Thursday, July 22, 2021, a trademark application was filed for SMARTLEE with the United States Patent and Trademark Office. The USPTO has given the SMARTLEE trademark a serial number of 90843405. The federal status of this trademark filing is REGISTERED as of Tuesday, August 9, 2022. This trademark is owned by Lee Financial Corporation. The SMARTLEE trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation, investment advice to high net worth individuals in the field of human capital development, and investment of funds for others; Financial planning, namely, creating personalized strategies for achieving financial independence
smartlee

General Information


Serial Number90843405
Word MarkSMARTLEE
Filing DateThursday, July 22, 2021
Status700 - REGISTERED
Status DateTuesday, August 9, 2022
Registration Number6816506
Registration DateTuesday, August 9, 2022
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 1, 2022

Trademark Statements


Pseudo MarkSMART LEE
Goods and ServicesFinancial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation, investment advice to high net worth individuals in the field of human capital development, and investment of funds for others; Financial planning, namely, creating personalized strategies for achieving financial independence

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, September 23, 2021
Primary Code036
First Use Anywhere DateWednesday, January 12, 2022
First Use In Commerce DateWednesday, January 12, 2022

Trademark Owner History


Party NameLEE FINANCIAL COMPANY, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressDALLAS, TX 75206

Party NameLee Financial Corporation
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressDallas, TX 75206

Party NameLee Financial Corporation
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressDallas, TX 75206

Party NameLee Financial Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressDallas, TX 75206

Trademark Events


Event DateEvent Description
Monday, July 26, 2021NEW APPLICATION ENTERED
Thursday, July 29, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, July 29, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, July 29, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 23, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, December 22, 2021ASSIGNED TO EXAMINER
Tuesday, December 28, 2021NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, December 28, 2021EXAMINERS AMENDMENT -WRITTEN
Tuesday, December 28, 2021EXAMINERS AMENDMENT E-MAILED
Tuesday, December 28, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, December 28, 2021EXAMINER'S AMENDMENT ENTERED
Wednesday, December 29, 2021ASSIGNED TO LIE
Wednesday, January 12, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 1, 2022PUBLISHED FOR OPPOSITION
Tuesday, February 1, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, April 18, 2022USE AMENDMENT FILED
Tuesday, March 29, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, April 18, 2022TEAS STATEMENT OF USE RECEIVED
Tuesday, May 3, 2022CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, June 1, 2022ASSIGNED TO EXAMINER
Tuesday, May 3, 2022STATEMENT OF USE PROCESSING COMPLETE
Tuesday, July 5, 2022ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, July 6, 2022NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, April 24, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, August 9, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, August 9, 2022REGISTERED-PRINCIPAL REGISTER