REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/11/2026
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Official data from USPTO
SMART (SUSTAINABILITY METRICS APPLIED TO RISK TOLERANCE)
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
SMART (SUSTAINABILITY METRICS APPLIED TO RISK TOLERANCE)
ST13
US500000087241629Class
36
Filing
87241629
Registration
5240421
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
22
Latest update
07/11/2026
Trademark type
Word
Nice classes
36
Filing date
11/18/2016
Registration date
07/11/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/24/2023
Last transaction
07/11/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
06/06/2016
First use in commerce
06/06/2016
Drawing code
4
Owner type
16
Owner location
SAN FRANCISCO, CA, US
Examiner
HESIK, APRIL ANNE
Law office
N60
Current location
TMO LAW OFFICE 124
Holders and representatives
Holders
PERIGON WEALTH MANAGEMENT, LLC
Gitterman Wealth Management, LLC
Representatives
Arnie Herz KUPFER & ASSOCIATES, PLLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Investment advisory services; Financial portfolio analysis services; Informationadvisoryconsultancy and research services relating to finance and investments
Publications
History of USPTO decisions and trademark events.
22 publications found
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
04/22/2026
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05/24/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/24/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/24/2023
E815
TEAS SECTION 8 & 15 RECEIVED
11/09/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/11/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
07/11/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/25/2017
PUBO
PUBLISHED FOR OPPOSITION
04/25/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/05/2017
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/20/2017
ALIE
ASSIGNED TO LIE
03/08/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/28/2017
XAEC
EXAMINER'S AMENDMENT ENTERED
02/28/2017
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
02/28/2017
GNEA
EXAMINERS AMENDMENT E-MAILED
02/28/2017
CNEA
EXAMINERS AMENDMENT -WRITTEN
02/28/2017
DOCK
ASSIGNED TO EXAMINER
02/24/2017
MPMK
NOTICE OF PSEUDO MARK E-MAILED
11/26/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/25/2016
NWAP
NEW APPLICATION ENTERED
11/22/2016
Continuous trademark protection
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