Serial Number
99422831
Owner
Smartdata Wealth, Inc.Attorney
Roman VaynerFirst Use Date
Sep 1, 2025
Filing Date
Oct 1, 2025
SMARTANNUITY Trademark
Serial Number: 99422831
Trademark Classes
Owner Contact Info
Legal Representation
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 and projections being financial planning, and financial evaluation of fixed income financial products; Providing financial recommendations being financial advice for fixed income financial products based on client financial profiles and retirement goals; Financial consultation services in the fields of suitability analysis and replacement advice for fixed income financial products; Financial analysis in the fields of comparison of fixed income financial products, fee structures, surrender charges, and benefit features; Financial services, namely, financial planning in the fields of database-driven selection of fixed income financial products and portfolio optimization, all provided for financial advisors, insurance professionals, and wealth management firms
