Who owns the SMA SAGE MOUNTAIN ADVISORS trademark?

The SMA SAGE MOUNTAIN ADVISORS trademark is owned by Sage Mountain Advisors, LLC.

What class is the SMA SAGE MOUNTAIN ADVISORS trademark registered in?

The SMA SAGE MOUNTAIN ADVISORS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for SMA SAGE MOUNTAIN ADVISORS?

The USPTO serial number for SMA SAGE MOUNTAIN ADVISORS is 98838053.

What is the registration number for SMA SAGE MOUNTAIN ADVISORS?

SMA SAGE MOUNTAIN ADVISORS is registered under USPTO registration number 8148207.

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Updated Oct 30, 2026·16 searches this week

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SMA

USPTO Trademark Record

REGISTERED

SMA SAGE MOUNTAIN ADVISORS

SN 98838053·Reg 8148207·Filed Nov 05, 2024

Owner Sage Mountain Advisors, LLC

Financial, monetary and banking services; insurance services; real estate services.

SMA SAGE MOUNTAIN ADVISORS (Serial No. 98838053), Registration No. 8148207, is a registered US trademark filed on Nov 05, 2024 by Sage Mountain Advisors, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: February 24, 2032

Mark Intelligence

SMA SAGE MOUNTAIN ADVISORS (Reg. #8148207) is a registered US trademark that has been protecting its owner, Sage Mountain Advisors, LLC, since 2024. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Nov 05, 2024

SERIAL

98838053

REG#

8148207

REGISTERED

Feb 24, 2026

Filing Information

StatusREGISTERED

Filing DateNov 05, 2024

Serial Number98838053

Registration No.8148207

Registration DateFeb 24, 2026

Status DateFeb 24, 2026

Published for OppositionNov 25, 2025

Filing Basis & Declarations

Filed as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Aug 31, 2018

First use in commerce: Sep 30, 2018

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

28 events

NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED

Aug 11, 2026

NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED

CORRECTION UNDER SECTION 7 - PROCESSED

Jul 22, 2026

CORRECTION UNDER SECTION 7 - PROCESSED

OTQR WITHDRAWAL FROM PUBLICATION

Jun 29, 2026

OTQR WITHDRAWAL FROM PUBLICATION

POST REGISTRATION ACTION CORRECTION

May 18, 2026

POST REGISTRATION ACTION CORRECTION

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

May 07, 2026

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

POST PUBLICATION AMENDMENT – NOT ENTERED

Mar 11, 2026

POST PUBLICATION AMENDMENT – NOT ENTERED

ASSIGNED TO PETITION STAFF

Mar 08, 2026

ASSIGNED TO PETITION STAFF

TEAS SECTION 7 REQUEST RECEIVED

Mar 02, 2026

TEAS SECTION 7 REQUEST RECEIVED

REGISTERED-PRINCIPAL REGISTER

Feb 24, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Feb 24, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED

Feb 04, 2026

EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED

TEAS POST PUBLICATION AMENDMENT RECEIVED

Jan 12, 2026

TEAS POST PUBLICATION AMENDMENT RECEIVED

EXTENSION OF TIME TO OPPOSE RECEIVED

Dec 05, 2025

EXTENSION OF TIME TO OPPOSE RECEIVED

PUBLISHED FOR OPPOSITION

Nov 25, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 25, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Nov 19, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Oct 23, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Oct 10, 2025

ASSIGNED TO EXAMINER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Oct 02, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 02, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 02, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Jul 04, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jul 04, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jul 04, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jun 11, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 10, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Jun 10, 2025

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Nov 05, 2024

NEW APPLICATION ENTERED

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