NURC
NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
08/11/2026
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Official data from USPTO
SMA SAGE MOUNTAIN ADVISORS
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
28
Latest update
08/11/2026
Trademark type
Combined
Nice classes
36
Filing date
11/05/2024
Registration date
02/24/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/24/2026
Last transaction
08/11/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
08/31/2018
First use in commerce
2018-10-00
Drawing code
3
Owner type
16
Owner location
Atlanta, GA, US
Examiner
WEIGLE, KATHERINE CONNOLLY
Current location
Historical data usage
Mark description
The mark consists of a stylized representation of a triangle with the letters "SMA" appearing in a stylized representation within the triangle, all above the wording "SAGE MOUNTAIN" in a stylized font. The wording "ADVISORS" also appears in a stylized font. A straight line appearing to the left of the "A" in "ADVISORS" and a straight line appearing to the right of the "S" in "ADVISORS".
Holders and representatives
Holders
Sage Mountain Advisors, LLC
Representatives
Lisa C. Pavento Meunier Carlin & Curfman LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Investment management; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Estate trust planning; Financial trust planning; all of the aforesaid excluding capital and strategic assistance to for profit company clientelepublic pension planspublic universitiesgovernment agencies and public benefit corporationsnon-profit associations representing public employeessimilar not-for profit organizations
Publications
History of USPTO decisions and trademark events.
28 publications found
COC.
CORRECTION UNDER SECTION 7 - PROCESSED
07/22/2026
WDRL
OTQR WITHDRAWAL FROM PUBLICATION
06/29/2026
XXXX
POST REGISTRATION ACTION CORRECTION
05/18/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/07/2026
CHPN
POST PUBLICATION AMENDMENT – NOT ENTERED
03/11/2026
APET
ASSIGNED TO PETITION STAFF
03/08/2026
ES7R
TEAS SECTION 7 REQUEST RECEIVED
03/02/2026
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
02/24/2026
R.PR
REGISTERED-PRINCIPAL REGISTER
02/24/2026
ETOP
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
02/04/2026
EPPA
TEAS POST PUBLICATION AMENDMENT RECEIVED
01/12/2026
ETOF
EXTENSION OF TIME TO OPPOSE RECEIVED
12/05/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/25/2025
PUBO
PUBLISHED FOR OPPOSITION
11/25/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/19/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/23/2025
DOCK
ASSIGNED TO EXAMINER
10/10/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/02/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/02/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/02/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/04/2025
GNRT
NON-FINAL ACTION E-MAILED
07/04/2025
CNRT
NON-FINAL ACTION WRITTEN
07/04/2025
DOCK
ASSIGNED TO EXAMINER
06/11/2025
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
06/10/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/10/2025
NWAP
NEW APPLICATION ENTERED
11/05/2024
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