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CLEARSTEAD PRISM OCIO
Live/Registered
REGISTERED

on 10 Sep 2019

Last Applicant/ Owned by

1100 Superior Avenue East

Cleveland

OH

44114

Serial Number

88190582 filed on 12th Nov 2018

Registration Number

5855400 registered on 10th Sep 2019

in the Principal Register

Correspondent Address

Raymond Rundelli

RAYMOND RUNDELLI CALFEE, HALTER & GRISWOLD LLP

THE CALFEE BUILDING

CLEVELAND, OH 44114-1607

UNITED STATES

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

CLEARSTEAD PRISM OCIO

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

Classification Information


Class [036]
Insurance & Financial 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


First Use Date in General

22nd Oct 2018

First Use Date in Commerce

22nd Oct 2018

Mark Details


Serial Number

No 88190582

Mark Type

No Service Mark

Attorney Docket Number

No 18802/04106

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
10th Sep 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01st Jun 2022ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
10th Sep 2019REGISTERED-PRINCIPAL REGISTER
25th Jun 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
25th Jun 2019PUBLISHED FOR OPPOSITION
05th Jun 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
20th May 2019ASSIGNED TO LIE
08th May 2019APPROVED FOR PUB - PRINCIPAL REGISTER
25th Apr 2019TEAS/EMAIL CORRESPONDENCE ENTERED
25th Apr 2019CORRESPONDENCE RECEIVED IN LAW OFFICE