| Serial Number | 86734816 |
| Word Mark | THE BRIDGE BETWEEN PROTECTION AND GROWTH |
| Filing Date | Monday, August 24, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Saturday, October 22, 2022 |
| Registration Number | 5069842 |
| Registration Date | Tuesday, October 25, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 19, 2016 |
| Goods and Services | Financial services, namely, financial analysis; providing portfolio and investment management services; providing portfolio and investment management services through use of proprietary quantitative software; providing financial asset and wealth management advisory and consulting services through use of proprietary quantitative software; financial portfolio management and support services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; risk assessment and allocation of assets among various investment classes; financial portfolio management and support services utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services that uniquely combine asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services utilizing a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection; financial portfolio management and support services provided through use of proprietary software, utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services provided through use of proprietary software, designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services provided through use of proprietary quantitative software that uniquely combines asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services provided through use of proprietary quantitative software following a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection |
| 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, August 27, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, March 16, 2016 |
| First Use In Commerce Date | Wednesday, March 16, 2016 |
| Party Name | CLEARSTEAD ADVISORS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | CLEVELAND, OH 44114 |
| Party Name | Wilbanks Smith & Thomas Asset Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Norfolk, VA 23510 |
| Party Name | Wilbanks Smith & Thomas Asset Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Norfolk, VA 23510 |
| Party Name | Wilbanks Smith & Thomas Asset Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Norfolk, VA 23510 |
| Event Date | Event Description |
| Thursday, August 27, 2015 | NEW APPLICATION ENTERED |
| Thursday, August 27, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, December 2, 2015 | ASSIGNED TO EXAMINER |
| Wednesday, December 9, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 30, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 19, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 19, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 15, 2016 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, August 19, 2016 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, September 13, 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, August 19, 2016 | USE AMENDMENT FILED |
| Tuesday, September 13, 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, September 21, 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, September 22, 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, October 25, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Monday, October 25, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, April 25, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Saturday, October 22, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, October 22, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, October 22, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, April 10, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, May 1, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, May 1, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, May 1, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Sunday, October 26, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |