SMARTANNUITY Trademark

Serial Number: 99422831

SMARTANNUITY is a trademark filed by Smartdata Wealth, Inc. on October 1, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Smartdata Wealth, Inc.

920 South 107th Ave.
Omaha, NE 68114

Entity Type: 03

Legal Representation

Attorney of Record

Roman Vayner

187 trademarks filed View all →

Correspondence Address

Roman Vayner

9711 Washingtonian Blvd.

Suite 550

Gaithersburg, MD 20878

United States

Trademark Details

Filing Date

October 1, 2025

Registration Date

Not Registered

First Use Anywhere

September 1, 2025

First Use in Commerce

September 1, 2025

Goods & Services

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