CSI Financial Services, LLC – Trademark Portfolio

Entity Type: 16

CSI Financial Services, LLC holds 8 U.S. trademarks filed with the United States Patent and Trademark Office (USPTO), with a strong focus on Class 36 (Insurance & Financial) — 8 filings in this category. The portfolio also extends into Class 42 (Computer & Scientific) across 2 Nice Classification classes. Currently, 5 trademarks are registered and 1 is pending. Notable registered marks include CLEARBALANCE, CLEARBALANCE HEALTHCARE, DOORSTEP BY CLEARBALANCE, and CLEARBALANCE HEALTHCARE & DESIGN (WHITEON BLUE). The owner is based in San Diego, CA.

3636 Nobel Dr., Ste. 250

San Diego, CA 92122

8 Total Trademarks

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Trademark Classifications

CSI Financial Services, LLC's trademark portfolio spans 2 Nice Classification classes, reflecting the scope of goods and services protected under their brand portfolio.

36
Insurance & Financial (8 filings)

Insurance; financial affairs; monetary affairs; real estate affairs

42
Computer & Scientific (1 filing)

Scientific and technological services; industrial analysis and research services

Frequently Asked Questions

How many trademarks does CSI Financial Services, LLC have?

CSI Financial Services, LLC has 8 U.S. trademarks filed with the USPTO. Of these, 5 registered, 1 pending, 1 abandoned, 1 cancelled.

What trademark classes does CSI Financial Services, LLC file in?

CSI Financial Services, LLC files trademarks across 2 Nice Classification classes. The most active classes are Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). Class 36 covers insurance; financial affairs; monetary affairs; real estate affairs.

What are CSI Financial Services, LLC's most well-known trademarks?

CSI Financial Services, LLC's registered trademark portfolio includes well-known marks such as CLEARBALANCE, CLEARBALANCE HEALTHCARE, DOORSTEP BY CLEARBALANCE, and CLEARBALANCE HEALTHCARE & DESIGN (WHITEON BLUE). These are among 5 currently registered trademarks in the portfolio.

What is CSI Financial Services, LLC's trademark registration success rate?

CSI Financial Services, LLC has a 71% trademark registration rate, with 5 out of 7 resolved applications resulting in successful registration. Currently, 1 application is pending review.