WEALTH ACTIVATION Trademark

Trademark Overview

On Thursday, March 28, 2024, a trademark application was filed for WEALTH ACTIVATION with the United States Patent and Trademark Office. The USPTO has given the WEALTH ACTIVATION trademark a serial number of 98472611. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, October 10, 2024. This trademark is owned by Clariata, LLC. The WEALTH ACTIVATION trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Family office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services

Family office services, namely, business advisory and consultancy services related to family planning; Family office services, namely, business facilitation and administration of family offices, strategic business planning, and coordination with financial planning providers 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 using a family office service-style platform

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
wealth activation

General Information

Serial Number98472611
Word MarkWEALTH ACTIVATION
Filing DateThursday, March 28, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateThursday, October 10, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFamily office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services
Goods and ServicesFamily office services, namely, business advisory and consultancy services related to family planning; Family office services, namely, business facilitation and administration of family offices, strategic business planning, and coordination with financial planning providers 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 using a family office service-style platform
Goods and ServicesSoftware 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

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 28, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 28, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, March 28, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameClariata, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCIncinnati, OH 45202

Trademark Events

Event DateEvent Description
Thursday, March 28, 2024NEW APPLICATION ENTERED
Tuesday, October 8, 2024ASSIGNED TO EXAMINER
Thursday, October 10, 2024NON-FINAL ACTION E-MAILED
Thursday, October 10, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, October 10, 2024NON-FINAL ACTION WRITTEN
Tuesday, April 2, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Related Keywords

activation wealth services family financial business planning office namely strategic software advisory