CLEARSTEAD PRISM OCIO Trademark

Serial Number: 88190582 • Registration: 5855400

CLEARSTEAD PRISM OCIO is a trademark filed by Clearstead Advisors, LLC on November 12, 2018. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Clearstead Advisors, LLC (8 trademarks)

1100 Superior Avenue East
Cleveland, OH 44114

Entity Type: 16

Legal Representation

Attorney of Record

Raymond Rundelli

2,385 trademarks filed View all →

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

Cancellation Date

March 20, 2026

Goods & 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