| Serial Number | 88190588 |
| Word Mark | CLEARSTEAD |
| Filing Date | Monday, November 12, 2018 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, December 8, 2025 |
| Registration Number | 5855402 |
| Registration Date | Tuesday, September 10, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 25, 2019 |
| Goods and Services | Private client wealth management services, namely, integrated tax planning and tax preparation; family office services, namely, bookkeeping, partnership accounting, and trust accounting |
| Goods and Services | 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 |
| Pseudo Mark | CLEAR STEAD |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 25, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, October 22, 2018 |
| First Use In Commerce Date | Monday, October 22, 2018 |
| 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 | Thursday, November 29, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 22, 2018 |
| First Use In Commerce Date | Monday, October 22, 2018 |
| Party Name | Clearstead Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cleveland, OH 44114 |
| Party Name | Clearstead Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cleveland, OH 44114 |
| Party Name | Clearstead Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cleveland, OH 44114 |
| Event Date | Event Description |
| Thursday, November 15, 2018 | NEW APPLICATION ENTERED |
| Thursday, November 29, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 15, 2019 | ASSIGNED TO EXAMINER |
| Thursday, March 14, 2019 | NON-FINAL ACTION WRITTEN |
| Thursday, March 14, 2019 | NON-FINAL ACTION E-MAILED |
| Thursday, March 14, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, April 25, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, April 25, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, April 25, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 8, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, May 20, 2019 | ASSIGNED TO LIE |
| Wednesday, June 5, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 25, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 25, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 10, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, June 1, 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, September 10, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, August 27, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, December 8, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, December 8, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, December 8, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |