CLEARPOINT FAMILY OFFICE
Live / Applied — New application — not yet assigned to an examiner (as of 20 Mar 2026)
What this means for you
Not registered yet, but its 20 Mar 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99715778
- Mark type
- Stylized text
- Filed
- 20 Mar 2026
- Attorney of record
- David Hester
Goods and services
- Class 035 — Advertising and business services: Tax planning; Tax advisory services; Family office services in the nature of tax planning; Family office services in the nature of accounting services
- Class 036 — Insurance and financial services: Capital investment consulting; Consulting in the field of finance; Investment consultancy; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advice relating to tax; Financial advice in the field of tax, assets, retirement, business, and legal; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Family office investment advisory services; Family office investment management services; Family office services in the nature of investment management; Family office services in the nature of investment advisory services; Family office services in the nature of financial wealth management services
Owner
- ADVANCED TAX REDUCTION GROUP LLC, Arlington Heights, IL, US
Prosecution history
- 24 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 20 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 20 Mar 2026 — NEW APPLICATION ENTERED