CLEARSTEAD PRISM OCIO Trademark
Trademark Overview
On Monday, November 12, 2018, a trademark application was filed for CLEARSTEAD PRISM OCIO with the United States Patent and Trademark Office. The USPTO has given the CLEARSTEAD PRISM OCIO trademark a serial number of 88190582. The federal status of this trademark filing is REGISTERED as of Tuesday, September 10, 2019. This trademark is owned by Clearstead Advisors, LLC. The CLEARSTEAD PRISM OCIO trademark is filed in the Insurance & Financial Services category with the following description:
Providing outsourced portfolio management solutions to clients in the nature of financial portfolio management services via a discretionary service model, namely, investment policy design and review, asset allocation, portfolio construction, portfolio rebalancing, portfolio risk management, portfolio performance reporting, and coordination and execution of portfolio account transactions
General Information
| Serial Number | 88190582 |
| Word Mark | CLEARSTEAD PRISM OCIO |
| Filing Date | Monday, November 12, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 10, 2019 |
| Registration Number | 5855400 |
| 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 |
Trademark Statements
| Pseudo Mark | CLEAR STEAD PRISM OCIO |
| Goods and Services | Providing outsourced portfolio management solutions to clients in the nature of financial portfolio management services via a discretionary service model, namely, investment policy design and review, asset allocation, portfolio construction, portfolio rebalancing, portfolio risk management, portfolio performance reporting, and coordination and execution of portfolio account transactions |
| NOT AVAILABLE | "OCIO" |
Classification Information
| 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 |
Trademark Owner History
| 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 |
Trademark Events
| 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 |
| Wednesday, May 8, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, May 20, 2019 | ASSIGNED TO LIE |
| Thursday, April 25, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, April 25, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 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 |
| Tuesday, September 10, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, June 1, 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
