SMARTANNUITY Trademark
SMARTANNUITY is a USPTO trademark filed by Smartdata Wealth, Inc.. Status: Pending.
Trademark Facts
| Mark | SMARTANNUITY |
|---|---|
| Serial Number | 99422831 |
| Status | Pending |
| Filing Date | 2025-10-01 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services) |
| Owner | Smartdata Wealth, Inc. |
| Attorney of Record | Roman Vayner |
| Prosecution Events | 7 |
| Latest Event | GNRT on 2026-02-23 |
Goods & Services
Class 036: Financial services, namely, financial analysis, financial illustration, financial projections, and evaluation of fixed income financial products ; Providing financial recommendations for fixed income financial products based on client financial profiles and retirement goals; Financial consultation services in the nature of suitability analysis and replacement advice for fixed income financial products ; Financial analysis and comparison of fixed income financial products, including fee structures, surrender charges, and benefit features; Financial services, namely, database-driven selection of fixed income financial products and portfolio optimization, all provided for financial advisors, insurance professionals, and wealth management firms