| Serial Number | 98942373 |
| Word Mark | SMARTUPLOAD |
| Filing Date | Tuesday, January 7, 2025 |
| Status | 748 - STATEMENT OF USE - TO EXAMINER |
| Status Date | Friday, March 13, 2026 |
| 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 | Tuesday, June 24, 2025 |
| Goods and Services | Software as a services (SaaS) services, featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a services (SaaS) services, featuring software for financial planning and financial advice; Software as a services (SaaS) services, featuring software for displaying brokerage account portfolio performance and benchmark reporting. |
| 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 | Tuesday, January 7, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, January 1, 2025 |
| First Use In Commerce Date | Wednesday, January 1, 2025 |
| Party Name | SMARTDATA WEALTH, INC. |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | OMAHA, NE 68114 US |
| Party Name | ClariFees, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Omaha, NE 68114 US |
| Party Name | ClariFees, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Omaha, NE 68114 US |
| Event Date | Event Description |
| Tuesday, January 7, 2025 | NEW APPLICATION ENTERED |
| Tuesday, April 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, May 15, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, May 20, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 18, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 24, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 24, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 19, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, September 5, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, October 1, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, March 13, 2026 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, September 5, 2025 | USE AMENDMENT FILED |
| Friday, March 13, 2026 | STATEMENT OF USE PROCESSING COMPLETE |