USPTO serial 99091060
SMARTFUNDING
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 21, 2026
- Examiner
- LEARNED, GLEN D
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
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File a new U.S. trademark application, or speak with our attorneys.
Owner
San Francisco, CA, US
San Francisco, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Muzamil Huq
Muzamil Huq Morrison Foerster LLP425 Market StreetSan Francisco, CA 94105United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Providing on-line non-downloadable software for personal financial management; Providing on-line non-downloadable software for financial data aggregation; Providing on-line non-downloadable software for accessing, viewing and managing financial accounts, conducting financial transactions, transmitting of financial data and information, and accepting, validating, processing, authenticating, managing, facilitating, and reconciling payment transactions; Software as a service (SAAS) services featuring software for personal financial management; Software as a service (SAAS) services featuring software for financial data aggregation; Software as a service (SAAS) services featuring software for accessing, viewing and managing financial accounts, conducting financial transactions, transmitting of financial data and information, and accepting, validating, processing, authenticating, managing, facilitating, and reconciling payment transactions; Platform as a service (PAAS) featuring computer software platforms for personal financial management; Platform as a service (PAAS) featuring computer software platforms for financial data aggregation; Platform as a service (PAAS) featuring computer software platforms for accessing, viewing and managing financial accounts, conducting financial transactions, transmitting of financial data and information, and accepting, validating, processing, authenticating, managing, facilitating, and reconciling payment transactions | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 21, 2026 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 21, 2026 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Jun 22, 2026 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jun 2, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 2, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 2, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 16, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 16, 2026 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 16, 2026 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 16, 2026 | IUAA | USE AMENDMENT ACCEPTED | — |
| Mar 11, 2026 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Mar 11, 2026 | IUAF | USE AMENDMENT FILED | — |
| Mar 11, 2026 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Mar 11, 2026 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Dec 15, 2025 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Dec 15, 2025 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Dec 15, 2025 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Nov 17, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 17, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 17, 2025 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 19, 2025 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 19, 2025 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 19, 2025 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 19, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 23, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 18, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 18, 2025 | NWAP | NEW APPLICATION ENTERED | — |