WORLD INVESTMENT ADVISORS, LLC logo

WORLD INVESTMENT ADVISORS, LLC

7 Marks
LLC
First Filed:Feb 7, 2012Latest Filed:Apr 2, 2025Address:24 East Cota Street, Suite 200, Santa Barbara, CA 93101

Portfolio Overview

Registered
7(100%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
5(71%)
Class 41
Education and Entertainment
4(57%)
Class 35
Advertising, Business Services & Retail
3(43%)

TTAB Proceedings

No litigation activity

Top Firms

McDonald Hopkins LLC(Apr 2025)
7

Trademark Portfolio

7 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
SMART KEY
SMART KEY
Service Mark
Combined
REGISTERED
Owner:
Serial:99117672
Filed:Apr 2, 2025
Classes:35, 36
Registration:8056991
Registered:Dec 9, 2025
Goods & Services
Financial administration of employee pension plans and retirement plans provided solely to institutions, government agencies, and employers; Investment of funds for others; Investment and retirement fund management; mutual fund investment services; Providing an interactive website and online computer database information in the field of employer-sponsored defined contribution and defined benefit retirement plans; all excluding services in the fields of insurance, real estate, banking, and venture capital; Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans solely for institutions, government agencies, and employers; Enrollment processing services for employer-sponsored defined contribution and defined benefit plans provided solely to institutions, government agencies, and employers; all excluding services in the fields of insurance, real estate, banking, and venture capital
SMART KEY
SMART KEY
Service Mark
Combined
REGISTERED
Owner:
Serial:99117665
Filed:Apr 2, 2025
Classes:35, 36
Registration:8056990
Registered:Dec 9, 2025
Goods & Services
Financial administration of employee pension plans and retirement plans provided solely to institutions, government agencies, and employers; Investment of funds for others; Investment and retirement fund management; mutual fund investment services; Providing an interactive website and online computer database information in the field of employer-sponsored defined contribution and defined benefit retirement plans; all excluding services in the fields of insurance, real estate, banking, and venture capital; Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans solely for institutions, government agencies, and employers; Enrollment processing services for employer-sponsored defined contribution and defined benefit plans provided solely to institutions, government agencies, and employers; all excluding services in the fields of insurance, real estate, banking, and venture capital
98268091
98268091
Service Mark
Design
REGISTERED
Owner:
Serial:98268091
Filed:Nov 13, 2023
Classes:41
Registration:7606005
Registered:Dec 17, 2024
Goods & Services
Arranging and conducting of seminars and workshops in the field of investments, market analysis and financial research; Education services, namely, providing non-downloadable webinars in the field of investments, market analysis and financial research
S.M.A.R.TALK
S.M.A.R.TALK
Service Mark
Word
REGISTERED
Owner:
Serial:98268053
Filed:Nov 13, 2023
Classes:41
Registration:7606002
Registered:Dec 17, 2024
Goods & Services
Arranging and conducting of seminars and workshops in the field of investments, market analysis and financial research; Education services, namely, providing non-downloadable webinars in the field of investments, market analysis and financial research
SMARTMAP
SMARTMAP
Service Mark
Word
REGISTERED
Owner:
Serial:90021052
Filed:Jun 25, 2020
Classes:36, 41, 42
Registration:6270483
Registered:Feb 16, 2021
Goods & Services
Education services, namely, conducting programs in the field of retirement plans; Financial planning and investment advisory services; Strategic financial advisory services; Providing temporary use of non-downloadable mobile application software for use in providing financial planning and investment advisory services
SMARTKEY
SMARTKEY
Service Mark
Word
REGISTERED
Owner:
Serial:87772454
Filed:Jan 26, 2018
Classes:35, 36
Registration:5560143
Registered:Sep 11, 2018
Goods & Services
Financial administration of employee pension plans and retirement plans provided solely to institutions, government agencies, and employers; Investment of funds for others; Investment and retirement fund management; mutual fund investment services; Providing an interactive website and online computer database information in the field of employer-sponsored defined contribution and defined benefit retirement plans; all excluding services in the fields of insurance, real estate, banking, and venture capital; Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans solely for institutions, government agencies, and employers; Enrollment processing services for employer-sponsored defined contribution and defined benefit plans provided solely to institutions, government agencies, and employers; all excluding services in the fields of insurance, real estate, banking, and venture capital
PENSIONMARK
PENSIONMARK
Service Mark
Word
REGISTERED
Owner:
Serial:85536375
Filed:Feb 7, 2012
Classes:36, 41, 45
Registration:4311685
Registered:Apr 2, 2013
Goods & Services
Education services, namely, conducting programs in the field of retirement plans; Financial services provided to sponsors of retirement plans, participants in retirement plans and individual investors in connection with employee stock option plans, 401k plans, profit sharing plans, executive deferred compensation plans, pension plans and defined benefit plans, namely, providing retirement plan design, assistance with the development of retirement plan investment policies, retirement plan management, retirement plan investment due diligence, investment fee analysis and retirement plan investment performance monitoring; wealth management and financial planning services for individual investors; retirement plan fiduciary services, namely, fiduciary representative services in the field of retirement planning; Regulatory compliance consulting in the field of retirement plan administration; fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities related to retirement plans

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