Serial Number
88190588
Owner
Clearstead Advisors, LLCAttorney
Raymond RundelliFirst Use Date
Oct 22, 2018
Filing Date
Nov 12, 2018
CLEARSTEAD Trademark
Serial Number: 88190588 • Registration: 5855402
Trademark Classes
Owner Contact Info
1100 Superior Avenue East
Cleveland, OH 44114
Entity Type: 16
Legal Representation
Correspondence Address
Raymond Rundelli CALFEE, HALTER & GRISWOLD LLP
1405 EAST SIXTH STREET
THE CALFEE BUILDING
CLEVELAND, OH 44114-1607
United States
Trademark Details
Filing Date
November 12, 2018
Registration Date
September 10, 2019
First Use Anywhere
October 22, 2018
First Use in Commerce
October 22, 2018
Published for Opposition
June 25, 2019
Goods & Services
Private client wealth management services, namely, integrated tax planning and tax preparation; family office services, namely, bookkeeping, partnership accounting, and trust accounting
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
