SMART SWEEP Trademark
SMART SWEEP is a USPTO trademark filed by CMG Financial Services. Status: Pending.
Trademark Facts
| Mark | SMART SWEEP |
|---|---|
| Serial Number | 99696340 |
| Status | Pending |
| Filing Date | 2026-03-11 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services), 042 (Software & IT) |
| Owner | CMG Financial Services |
| Attorney of Record | Derek A. Auito |
| Prosecution Events | 3 |
| Latest Event | MAFR on 2026-03-11 |
Goods & Services
Class 036: Banking services; checking account services; financial services, namely, providing an account-based automated debt optimization program that applies deposited funds to reduce outstanding balances beginning with highest-interest obligations and reallocates funds from lower-interest obligations to maintain liquidity for transactions; financial information and advisory services provided via a real-time dashboard featuring interest savings, payoff pacing, projected debt-free dates, and alerts; provision of financial analysis and scenario modeling related to debt repayment and cash flow; Class 042: Software as a service (SaaS) featuring software for banking account management and real-time financial optimization, namely, automating daily sweeps of deposited funds to higher-interest debts, managing withdrawals from lower-interest obligations to maintain spending liquidity, and providing a real-time dashboard with analytics, alerts, and simulation tools for debt and cash-flow management