SMARTSAFE Trademark

Trademark Overview


On Thursday, February 27, 2025, a trademark application was filed for SMARTSAFE with the United States Patent and Trademark Office. The USPTO has given the SMARTSAFE trademark a serial number of 99059202. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, February 27, 2025. This trademark is owned by Smartdata Wealth, Inc.. The SMARTSAFE 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; Software as a service (SAAS) services featuring software for the secure upload, storage, retrieval and viewing of financial, estate, and tax documents.
smartsafe

General Information


Serial Number99059202
Word MarkSMARTSAFE
Filing DateThursday, February 27, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, February 27, 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


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; Software as a service (SAAS) services featuring software for the secure upload, storage, retrieval and viewing of financial, estate, and tax documents.

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 27, 2025
Primary Code042
First Use Anywhere DateTuesday, April 1, 2025
First Use In Commerce DateTuesday, April 1, 2025

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 27, 2025NEW APPLICATION ENTERED
Wednesday, June 25, 2025TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
Thursday, February 27, 2025APPLICATION FILING RECEIPT MAILED
Friday, June 27, 2025AMENDMENT TO USE PROCESSING COMPLETE
Friday, June 27, 2025USE AMENDMENT FILED
Friday, June 27, 2025TEAS AMENDMENT OF USE RECEIVED
Wednesday, June 25, 2025TEAS VOLUNTARY AMENDMENT RECEIVED