| Serial Number | 86497512 |
| Word Mark | BCR |
| Filing Date | Wednesday, January 7, 2015 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Monday, April 7, 2025 |
| Registration Number | 4844327 |
| Registration Date | Tuesday, November 3, 2015 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 18, 2015 |
| Pseudo Mark | BERK CLEVELAND RATHMELL |
| Goods and 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 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, January 20, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 15, 2011 |
| First Use In Commerce Date | Monday, August 15, 2011 |
| Party Name | BCR WEALTH STRATEGIES, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | VESTAVIA, AL 35242 |
| Party Name | Berk Cleveland Rathmell Wealth Strategies, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Vestavia, AL 35242 |
| Party Name | Berk Cleveland Rathmell Wealth Strategies, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Vestavia, AL 35242 |
| Party Name | Berk Cleveland Rathmell Wealth Strategies, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Vestavia, AL 35242 |
| Event Date | Event Description |
| Monday, April 13, 2015 | ASSIGNED TO EXAMINER |
| Saturday, January 10, 2015 | NEW APPLICATION ENTERED |
| Tuesday, January 20, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 21, 2015 | NOTICE OF PSEUDO MARK E-MAILED |
| Wednesday, April 15, 2015 | NON-FINAL ACTION WRITTEN |
| Wednesday, April 15, 2015 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 15, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 16, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 16, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 16, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 8, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, July 8, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, July 8, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, July 8, 2015 | ASSIGNED TO LIE |
| Wednesday, July 8, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, July 14, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, July 14, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, July 29, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 18, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 18, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 3, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 3, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, April 15, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, August 13, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, August 13, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, August 13, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, May 25, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Sunday, November 3, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, November 20, 2024 | TEAS SECTION 8 & 9 RECEIVED |
| Monday, April 7, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, April 7, 2025 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, April 7, 2025 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, April 7, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |