SMARTKEY
LIVE

Serial Number

87772454

Owner

Pensionmark Financial Group, LLC

Attorney

Sean F. Mellino

First Use Date

May 4, 2017

Filing Date

Jan 26, 2018

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SMARTKEY Trademark

Serial Number: 87772454 • Registration: 5560143

SMARTKEY is a trademark filed by Pensionmark Financial Group, LLC on January 26, 2018. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Pensionmark Financial Group, LLC (8 trademarks)

24 East Cota Street
Santa Barbara, CA 93101

Entity Type: 16

WORLD INVESTMENT ADVISORS, LLC (7 trademarks)

24 EAST COTA STREET
SANTA BARBARA, CA 93101

Entity Type: 16

Trademark Details

Filing Date

January 26, 2018

Registration Date

September 11, 2018

First Use Anywhere

May 4, 2017

First Use in Commerce

May 19, 2017

Published for Opposition

June 26, 2018

Goods & Services

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

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

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 1, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 1, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 1, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Apr 1, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Apr 1, 2026 COAR
NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
Aug 19, 2025 NURC
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jul 30, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jul 30, 2025 C15A
CORRECTION UNDER SECTION 7 - PROCESSED
Jul 30, 2025 COC.
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jul 29, 2025 APRE
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Mar 19, 2025 ASGN
TEAS SECTION 8 & 15 RECEIVED
Mar 11, 2025 E815
TEAS SECTION 7 REQUEST RECEIVED
Mar 11, 2025 ES7R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Sep 11, 2023 REM1
REGISTERED-PRINCIPAL REGISTER
Sep 11, 2018 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jun 26, 2018 NPUB
PUBLISHED FOR OPPOSITION
Jun 26, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 6, 2018 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
May 22, 2018 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 21, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 21, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 18, 2018 TROA
COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED
May 17, 2018 CEPE
ASSIGNED TO LIE
May 17, 2018 ALIE
NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
May 17, 2018 GEAN
EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
May 17, 2018 GEAP
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
May 17, 2018 CPEA
ASSIGNED TO EXAMINER
May 9, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 7, 2018 NWOS
NEW APPLICATION ENTERED
Jan 30, 2018 NWAP