Serial Number
99126229
Owner
Clariata, LLCAttorney
April L. BeslFirst Use Date
Oct 26, 2020
Filing Date
Apr 8, 2025
C Trademark
Serial Number: 99126229 • Registration: 8040198
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
1101 St. Gregory Street, Suite 225
CIncinnati, OH 45202
Entity Type: 16
Legal Representation
Correspondence Address
April L. Besl Dinsmore & Shohl LLP
Suite 1900
255 East Fifth Street
Cincinnati, OH 45202
United States
Trademark Details
Filing Date
April 8, 2025
Registration Date
November 25, 2025
First Use Anywhere
October 26, 2020
First Use in Commerce
October 26, 2020
Published for Opposition
October 7, 2025
Goods & 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
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
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