Who owns the SMALLWOOD WEALTH MANAGEMENT trademark?

The SMALLWOOD WEALTH MANAGEMENT trademark is owned by Smallwood Wealth Investment Management, LLC.

What is the serial number for SMALLWOOD WEALTH MANAGEMENT?

The USPTO serial number for SMALLWOOD WEALTH MANAGEMENT is 99033119.

What is the registration number for SMALLWOOD WEALTH MANAGEMENT?

SMALLWOOD WEALTH MANAGEMENT is registered under USPTO registration number 8099180.

SMA

USPTO Trademark Record

REGISTERED

SMALLWOOD WEALTH MANAGEMENT

Q: What class is the SMALLWOOD WEALTH MANAGEMENT trademark registered in?

The SMALLWOOD WEALTH MANAGEMENT trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

SN 99033119·Reg 8099180·Filed Feb 07, 2025

Owner Smallwood Wealth Investment Management, LLC

Advertising; business management, organization and administration; office functions.; Financial, monetary and banking services; insurance services; real estate services.

SMALLWOOD WEALTH MANAGEMENT (Serial No. 99033119), Registration No. 8099180, is a registered US trademark filed on Feb 07, 2025 by Smallwood Wealth Investment Management, LLC. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

early section 8: January 13, 2032

Mark Intelligence

SMALLWOOD WEALTH MANAGEMENT (Reg. #8099180) is a registered US trademark that has been protecting its owner, Smallwood Wealth Investment Management, LLC, since 2025. The mark covers Class 035 (Advertising, business management & retail services) and Class 036 (Insurance, financial & real estate services) respectively. Goods and services include Advertising; business management, organization and administration; office functions.; Financial, monetary and banking se.... The mark faced 1 opposition proceeding during prosecution.

FILED

Feb 07, 2025

SERIAL

99033119

REG#

8099180

REGISTERED

Jan 13, 2026

Owner

Applicant

Smallwood Wealth Investment Management, LLC

Entity

LLC

State

Address

199 Broad Street, Red Bank, NJ, 07701

Attorney

NameAlexandra Pakzad

Law firm

Alexandra Pakzad Caldwell Intellectual Property Law, LLC

Docket

1379-001UST1

Address

100 Wilshire Blvd., Suite 1800, Santa Monica, CA 90401, United States

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Filing Information

StatusREGISTERED

Filing DateFeb 07, 2025

Serial Number99033119

Registration No.8099180

Registration DateJan 13, 2026

Status DateJan 13, 2026

Published for OppositionNov 25, 2025

Mark TypeStandard characters

Attorney Docket1379-001UST1

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Nov 01, 2014

First use in commerce: Nov 01, 2014

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Nov 01, 2014

First use in commerce: Nov 01, 2014

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.

Status History

20 events

REGISTERED-PRINCIPAL REGISTER

Jan 13, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Jan 13, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

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 24, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Oct 15, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 15, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 15, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Oct 14, 2025

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 14, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 14, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Oct 14, 2025

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

NON-FINAL ACTION WRITTEN

Jul 21, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jul 21, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jul 21, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jul 17, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Feb 07, 2025

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 07, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Feb 07, 2025

APPLICATION FILING RECEIPT MAILED

SMALLWOOD WEALTH MANAGEMENT

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