| Serial Number | 99126229 |
| Word Mark | C |
| Filing Date | Tuesday, April 8, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 25, 2025 |
| Registration Number | 8040198 |
| Registration Date | Tuesday, November 25, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 7, 2025 |
| Goods and 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 |
| Goods and Services | Business assistance, advisory and consulting services in the field of family office services related to family planning; Business consulting, management, and planning services in the field of creating, implementing, and executing family legacy strategic business plans using a family office service-style platform |
| Description of Mark | The mark consists of a stylized logo featuring a letter "C" within a dynamic, overlapping square shape, accented by a radiating star, embodies a modern and sophisticated design concept. |
| Goods and Services | Providing information in the field of financial planning for modeling services and coordination with financial planning providers in the nature of strategic financial advisory services |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, April 8, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, October 26, 2020 |
| First Use In Commerce Date | Monday, October 26, 2020 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, April 8, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 26, 2020 |
| First Use In Commerce Date | Monday, October 26, 2020 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, April 8, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, October 26, 2020 |
| First Use In Commerce Date | Monday, October 26, 2020 |
| Party Name | Clariata, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cincinnati, OH 45202 |
| Party Name | Clariata, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cincinnati, OH 45202 |
| Party Name | Clariata, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cincinnati, OH 45202 |
| Event Date | Event Description |
| Tuesday, April 8, 2025 | NEW APPLICATION ENTERED |
| Tuesday, April 8, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, August 19, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, August 19, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, September 4, 2025 | ASSIGNED TO EXAMINER |
| Thursday, September 4, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 1, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 7, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 7, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 25, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 25, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |