Who owns the SMART PLAN trademark?

The SMART PLAN trademark is owned by TRANSFORM SR BRANDS LLC.

What class is the SMART PLAN trademark registered in?

The SMART PLAN trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for SMART PLAN?

The USPTO serial number for SMART PLAN is 76555654.

What is the registration number for SMART PLAN?

SMART PLAN is registered under USPTO registration number 3104379.

Sealvo

Home Search: SMART PLANSMART PLAN #76555654

Back

Updated Sep 24, 2026·11 searches this week

View on USPTO TSDR Find similar marks

SMA

USPTO Trademark Record

REGISTERED

SMART PLAN

SN 76555654·Reg 3104379·Filed Oct 10, 2003

Owner TRANSFORM SR BRANDS LLC

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

SMART PLAN (Serial No. 76555654), Registration No. 3104379, is a registered US trademark filed on Oct 10, 2003 by TRANSFORM SR BRANDS LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

renewal grace 20y period: December 14, 202680 days remaining

Conflict Analysis

Full conflict analysis for SMART PLAN (SN 76555654) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.

Mark Intelligence

SMART PLAN (Reg. #3104379) is a registered US trademark that has been protecting its owner, TRANSFORM SR BRANDS LLC, since 2003. 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

Oct 10, 2003

SERIAL

76555654

REG#

3104379

REGISTERED

Jun 13, 2006

Filing Information

StatusREGISTERED

Filing DateOct 10, 2003

Serial Number76555654

Registration No.3104379

Registration DateJun 13, 2006

Status DateAug 30, 2016

Published for OppositionFeb 08, 2005

Filing Basis & Declarations

Standard Characters ClaimedUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Oct 30, 2005

First use in commerce: Oct 30, 2005

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.

Run a conflict check

Search by serial number, mark name, or logo. See conflicting marks ranked by risk with clear explanations of what contributed.

Run conflict check

Status History

55 events

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Jun 13, 2025

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Mar 15, 2021

TEAS CHANGE OF OWNER ADDRESS RECEIVED

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

Mar 15, 2021

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Mar 15, 2021

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Mar 15, 2021

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Mar 15, 2021

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Apr 17, 2019

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Aug 30, 2016

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Aug 30, 2016

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Aug 30, 2016

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Aug 30, 2016

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

TEAS SECTION 8 & 9 RECEIVED

Jun 07, 2016

TEAS SECTION 8 & 9 RECEIVED

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Jun 13, 2015

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 14, 2012

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Jun 14, 2012

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Jun 14, 2012

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

Jun 06, 2012

TEAS SECTION 8 & 15 RECEIVED

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

May 03, 2012

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

May 03, 2012

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Oct 12, 2011

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

CANCELLATION DENIED NO. 999999

Oct 07, 2011

CANCELLATION DENIED NO. 999999

CANCELLATION TERMINATED NO. 999999

Oct 07, 2011

CANCELLATION TERMINATED NO. 999999

TTAB RELEASE CASE TO TRADEMARKS

Oct 07, 2011

TTAB RELEASE CASE TO TRADEMARKS

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

Apr 25, 2011

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 25, 2011

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

CANCELLATION INSTITUTED NO. 999999

Apr 06, 2011

CANCELLATION INSTITUTED NO. 999999

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Mar 26, 2008

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

REGISTERED-PRINCIPAL REGISTER

Jun 13, 2006

REGISTERED-PRINCIPAL REGISTER

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

May 10, 2006

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

TEAS CHANGE OF OWNER ADDRESS RECEIVED

May 08, 2006

TEAS CHANGE OF OWNER ADDRESS RECEIVED

LAW OFFICE REGISTRATION REVIEW COMPLETED

May 02, 2006

LAW OFFICE REGISTRATION REVIEW COMPLETED

ASSIGNED TO LIE

Apr 21, 2006

ASSIGNED TO LIE

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Apr 17, 2006

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

STATEMENT OF USE PROCESSING COMPLETE

Mar 28, 2006

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Mar 13, 2006

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Mar 13, 2006

USE AMENDMENT FILED

TEAS PETITION TO REVIVE RECEIVED

Feb 22, 2006

TEAS PETITION TO REVIVE RECEIVED

PETITION TO REVIVE-GRANTED

Feb 22, 2006

PETITION TO REVIVE-GRANTED

SOU EXTENSION RECEIVED WITH TEAS PETITION

Feb 22, 2006

SOU EXTENSION RECEIVED WITH TEAS PETITION

ABANDONMENT - NO USE STATEMENT FILED

Jan 04, 2006

ABANDONMENT - NO USE STATEMENT FILED

ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED

Jan 04, 2006

ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED

SOU EXTENSION 1 GRANTED

Dec 03, 2005

SOU EXTENSION 1 GRANTED

SOU EXTENSION 1 FILED

Nov 03, 2005

SOU EXTENSION 1 FILED

NOA MAILED - SOU REQUIRED FROM APPLICANT

May 03, 2005

NOA MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Feb 08, 2005

PUBLISHED FOR OPPOSITION

NOTICE OF PUBLICATION

Jan 19, 2005

NOTICE OF PUBLICATION

LAW OFFICE PUBLICATION REVIEW COMPLETED

Dec 10, 2004

LAW OFFICE PUBLICATION REVIEW COMPLETED

ASSIGNED TO LIE

Dec 06, 2004

ASSIGNED TO LIE

APPROVED FOR PUB - PRINCIPAL REGISTER

Nov 29, 2004

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

Nov 09, 2004

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Nov 05, 2004

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Nov 05, 2004

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION E-MAILED

May 05, 2004

NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

May 03, 2004

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Nov 18, 2003

NEW APPLICATION ENTERED

Other Marks by TRANSFORM SR BRANDS LLC

Additional USPTO filings from the same owner.

SEA

SEARS

86843757

TRANSFORM SR BRANDS LLC

REGISTERED

KEN

KENMORE

78317721

Transform SR Brands LLC

REGISTERED

SHO

SHOP YOUR WAY

85968007

TRANSFORM SR BRANDS LLC

REGISTERED

SEA

SEARS

78315317

TRANSFORM SR BRANDS LLC

REGISTERED

Other Marks in Class 036 — Insurance, financial & real estate services

Recently filed and registered marks in the same international class.

SMA

SMART PLAN

85144984

TRANSFORM SR BRANDS LLC

ABANDONED

SMA

SMART PLAN

77843134

TRANSFORM SR BRANDS LLC

ABANDONED

SMA

SMART PLAN

77571577

Smart Cremation LLC

ABANDONED

PLA

PLAN SMART RETIRE SMART

87015751

STRATEGIC FINANCIAL GROUP LLC

REGISTERED

Other Marks by Ronald H. Spuhler

Additional USPTO filings handled by the same attorney of record.

SHR

SHROOM STEPPERS

88301574

REGISTERED

LOG

LogoMark

88318601

REGISTERED

POO

POO NORTH PEOPLE LOVE THIS SHIT

98198195

REGISTERED

SHO

SHOOT OR PASS

98073042

REGISTERED

SMART PLAN

Run a conflict check

Other Marks by TRANSFORM SR BRANDS LLC

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Ronald H. Spuhler

Get pre-filing clearance

Search 15M+ trademarks

Resources

Company