BE SMART. GIVE US 60 SECONDS. WE COULD SAVE YOU 6 YEARS OFF YOUR RETIREMENT.

Serial Number 99157913
630

Registration Progress

Application Filed
Apr 28, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

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BE SMART. GIVE US 60 SECONDS. WE COULD SAVE YOU 6 YEARS OFF YOUR RETIREMENT.

Basic Information

Serial Number
99157913
Filing Date
April 28, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
630
Status Date
Apr 28, 2025
Application
Pending
Classes
042

Rights Holder

Smartdata Wealth, Inc.

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

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Ownership History

Smartdata Wealth, Inc.

Original Applicant
03
Omaha, NE

Legal Representation

Attorney
Roman Vayner

Detailed Classifications

Class 042
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

Classification

International Classes
042