| Serial Number | 99059202 |
| Word Mark | SMARTSAFE |
| Filing Date | Thursday, February 27, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Thursday, July 31, 2025 |
| 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 SAFE |
| Goods and Services | 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; Software as a service (SAAS) services featuring software for the secure upload, storage, retrieval and viewing of financial, estate, and tax documents. |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 27, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, April 1, 2025 |
| First Use In Commerce Date | Tuesday, April 1, 2025 |
| Party Name | Smartdata Wealth, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Omaha, NE 68114 |
| Event Date | Event Description |
| Thursday, February 27, 2025 | NEW APPLICATION ENTERED |
| Thursday, February 27, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, June 25, 2025 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Friday, June 27, 2025 | AMENDMENT TO USE PROCESSING COMPLETE |
| Friday, June 27, 2025 | USE AMENDMENT FILED |
| Wednesday, June 25, 2025 | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
| Friday, June 27, 2025 | TEAS AMENDMENT OF USE RECEIVED |
| Monday, July 21, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, July 25, 2025 | ASSIGNED TO EXAMINER |
| Monday, July 28, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 28, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, July 28, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, July 30, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 30, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, July 31, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |