SMARTWEALTH

Serial Number 98942368
686

Registration Progress

Application Filed
Jan 7, 2025
Under Examination
Approved for Publication
Jun 24, 2025
Published for Opposition
Jun 24, 2025
Registered

Attorney Assistance

Notice of Publication
Due: Jul 24, 2025 9 days

Trademark Image

SMARTWEALTH

Basic Information

Serial Number
98942368
Filing Date
January 7, 2025
Published for Opposition
June 24, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
686
Status Date
Jun 24, 2025
Application
Pending
Classes
042

Rights Holder

ClariFees, Inc.

03
Address
920 South 107th Ave., Suite 212
Omaha, NE 68114

Ownership History

ClariFees, Inc.

Original Applicant
03
Omaha, NE

ClariFees, Inc.

Owner at Publication
03
Omaha, NE

Legal Representation

Attorney
Roman Vayner

USPTO Deadlines

Next Deadline
9 days remaining
Notice of Publication
Due Date
July 24, 2025
Extension Available
Until August 24, 2025
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

7 events
Date Code Type Description Documents
Jun 24, 2025 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Jun 24, 2025 PUBO A PUBLISHED FOR OPPOSITION Loading...
Jun 18, 2025 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
May 20, 2025 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
May 15, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Apr 29, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jan 7, 2025 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 042
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.

Classification

International Classes
042