BOUTIQUE EXPERIENCE, INSTITUTIONAL CAPABILITIES Trademark
BOUTIQUE EXPERIENCE, INSTITUTIONAL CAPABILITIES is a USPTO trademark filed by CLEARSTEAD ADVISORS, LLC. Status: Pending.
Trademark Facts
| Mark | BOUTIQUE EXPERIENCE, INSTITUTIONAL CAPABILITIES |
|---|---|
| Serial Number | 98673976 |
| Status | Pending |
| Filing Date | 2024-07-30 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services) |
| Owner | CLEARSTEAD ADVISORS, LLC |
| Attorney of Record | Winfield B. Martin |
| Prosecution Events | 17 |
| Latest Event | ASGN on 2026-04-29 |
Goods & Services
Financial services namely, investment advisory services; Financial portfolio management services; Providing information and analysis in the fields of financial planning, financial investment strategy, wealth management, and strategic financial philanthropy, insurance administration, and estate planning