CLEARSTEAD Trademark
CLEARSTEAD is a USPTO trademark filed by Clearstead Advisors, LLC. Status: Registered.
Trademark Facts
| Mark | CLEARSTEAD |
|---|---|
| Serial Number | 88190588 |
| Registration Number | 5855402 |
| Status | Registered |
| Filing Date | 2018-11-12 |
| Registration Date | 2019-09-10 |
| Mark Type | Word |
| Nice Classes | 035 (Advertising & Business), 036 (Financial Services) |
| Owner | Clearstead Advisors, LLC |
| Attorney of Record | Raymond Rundelli |
| Prosecution Events | 21 |
| Latest Event | NA85 on 2025-12-08 |
Goods & Services
Private client wealth management services, namely, integrated tax planning and tax preparation; family office services, namely, bookkeeping, partnership accounting, and trust accounting | Institutional financial advisory services via traditional consulting and discretionary service models, namely, financial portfolio management, financial planning, financial management advice and consulting, asset allocation and investment management advice; private client financial advisory services, namely, financial portfolio management, financial planning, financial management advice and consulting, asset allocation and investment management advice; family office services, namely, bill payment coordination and money movement coordination