WEALTH ACTIVATION
Live / Applied — First extension granted (statement of use) (as of 05 Nov 2025)
What this means for you
Not registered yet, but its 28 Mar 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98472611
- Mark type
- Stylized text
- Filed
- 28 Mar 2024
- Published for opposition
- 11 Mar 2025
- Attorney of record
- April L. Besl
Goods and services
- Class 035 — Advertising and business services: Family office services, namely, business advisory and consultancy services related to family legacy strategic business planning; Family office services, namely, business facilitation and administration of family offices and strategic business planning in the nature of business organization consultancy; Family office services, namely, business planning in the nature of creating, implementing, and executing family legacy strategic business plans
- Class 036 — Insurance and financial services: Family office services, namely, strategic financial advisory services being financial modeling services and coordination with financial planning providers; Family office services, namely, financial planning consultation being coordination with financial planning providers
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for family office services, namely, software for financial modeling and coordination of services with financial planning providers in the field of strategic financial advisory services and business planning in the nature of creating, implementing, and executing family legacy strategic business plans
Owner
- Clariata, LLC, Cincinnati, OH, US
- Clariata, LLC, CIncinnati, OH, US
Prosecution history
- 14 Nov 2025 — TEAS STATEMENT OF USE RECEIVED
- 05 Nov 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 05 Nov 2025 — SOU EXTENSION 1 GRANTED
- 05 Nov 2025 — SOU EXTENSION 1 FILED
- 05 Nov 2025 — SOU TEAS EXTENSION RECEIVED
- 06 May 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 11 Mar 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 11 Mar 2025 — PUBLISHED FOR OPPOSITION
- 05 Mar 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 18 Feb 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 18 Feb 2025 — EXAMINER'S AMENDMENT ENTERED
- 18 Feb 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 18 Feb 2025 — EXAMINERS AMENDMENT E-MAILED
- 18 Feb 2025 — EXAMINERS AMENDMENT -WRITTEN
- 03 Jan 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED