PASSIONATE ABOUT HELPING PEOPLE SUCCEED.
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 30 Nov 2022)
What this means for you
Registered since 28 Mar 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87151658
- Registration number
- 5171325
- Mark type
- Stylized text
- Filed
- 26 Aug 2016
- Published for opposition
- 10 Jan 2017
- Registered
- 28 Mar 2017
- Attorney of record
- Timothy A. Bush,
Goods and services
- Class 036 — Insurance and financial services: Investment management and advising; financial planning; wealth management planning; providing fiduciary investment advice services to corporate retirement and deferred compensation plan trustees and plan participants; providing information and data about financial retirement plans to the third party administrators of the plans; providing consultation services and advice to individuals regarding disability, life, long term care, personal liability, home owners, automobile, and medical insurance; insurance brokerage in the fields of disability, life, and long-term care insurance policies; providing analysis, advice, and recommendations in the fields of financial advice regarding budgeting, cash management, balancing current lifestyle and future goals, preparations for retirement and college funding; providing financial analysis and advice regarding income tax implications of financial planning and investment; and assisting individuals with estate planning documents
Owner
- BCR WEALTH STRATEGIES, LLC, VESTAVIA, AL, US
- Berk Cleveland Rathmell Wealth Strategies, LLC, Vestavia, AL, US
- Berk Cleveland Rathmell Wealth Strategies, LLC, Vestavia, AL, US
- Berk Cleveland Rathmell Wealth Strategies, LLC, Vestavia, AL, US
Prosecution history
- 28 Mar 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 30 Nov 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 30 Nov 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 30 Nov 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 25 May 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 18 May 2022 — TEAS SECTION 8 & 15 RECEIVED
- 28 Mar 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 28 Mar 2017 — REGISTERED-PRINCIPAL REGISTER
- 10 Jan 2017 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 10 Jan 2017 — PUBLISHED FOR OPPOSITION
- 21 Dec 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 07 Dec 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 07 Dec 2016 — ASSIGNED TO EXAMINER
- 31 Aug 2016 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 30 Aug 2016 — NEW APPLICATION ENTERED