REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
10/26/2025
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Official data from USPTO
THE BRIDGE BETWEEN PROTECTION AND GROWTH
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
THE BRIDGE BETWEEN PROTECTION AND GROWTH
ST13
US500000086734816Class
36
Filing
86734816
Registration
5069842
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
25
Latest update
10/27/2025
Trademark type
Word
Nice classes
36
Filing date
08/24/2015
Registration date
10/25/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/22/2022
Last transaction
10/27/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
03/16/2016
First use in commerce
03/16/2016
Drawing code
4
Owner type
16
Owner location
CLEVELAND, OH
Examiner
CASTRO,GIANCARLO
Law office
M10
Current location
TMO LAW OFFICE 110
Holders and representatives
Holders
CLEARSTEAD ADVISORS, LLC
Wilbanks Smith & Thomas Asset Management, LLC
Representatives
Mary Grace Gallagher Alston & Bird LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesfinancial 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 softwarethe analysiscreationmanagementmonitoringaccounting 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 momentumadaptive 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 softwareutilizing 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 softwaredesigned 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 momentumadaptive 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
Publications
History of USPTO decisions and trademark events.
25 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/01/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/01/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/01/2024
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
04/10/2024
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
10/22/2022
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
10/22/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/22/2022
E815
TEAS SECTION 8 & 15 RECEIVED
04/25/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/25/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
10/25/2016
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09/22/2016
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/21/2016
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/13/2016
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
09/13/2016
IUAF
USE AMENDMENT FILED
08/19/2016
EISU
TEAS STATEMENT OF USE RECEIVED
08/19/2016
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
03/15/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/19/2016
PUBO
PUBLISHED FOR OPPOSITION
01/19/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/30/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/09/2015
DOCK
ASSIGNED TO EXAMINER
12/02/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/27/2015
NWAP
NEW APPLICATION ENTERED
08/27/2015
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