CCR WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, May 31, 2022, a trademark application was filed for CCR WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CCR WEALTH MANAGEMENT trademark a serial number of 97436444. The federal status of this trademark filing is REGISTERED as of Tuesday, November 14, 2023. This trademark is owned by CCR Wealth Management, LLC. The CCR WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial consultancy; Financial consultancy and insurance consultancy; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial advisory and consultancy services; Financial planning consultation; Financial retirement plan consulting services; Financial risk management consultation; Investment management; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial administration of retirement plans; Insurance and financial information and consultancy services; Providing information in the field of employee financial benefit plans
General Information
| Serial Number | 97436444 |
| Word Mark | CCR WEALTH MANAGEMENT |
| Filing Date | Tuesday, May 31, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 14, 2023 |
| Registration Number | 7216256 |
| Registration Date | Tuesday, November 14, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 29, 2023 |
Trademark Statements
| Description of Mark | The mark consists of an "x" design superimposed over a diamond design followed by the words "CCR WEALTH MANAGEMENT". |
| Goods and Services | Financial consultancy; Financial consultancy and insurance consultancy; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial advisory and consultancy services; Financial planning consultation; Financial retirement plan consulting services; Financial risk management consultation; Investment management; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial administration of retirement plans; Insurance and financial information and consultancy services; Providing information in the field of employee financial benefit plans |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
Classification Information
| 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, June 7, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 30, 2018 |
| First Use In Commerce Date | Friday, November 30, 2018 |
Trademark Owner History
| Party Name | CCR Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westborough, MA 01581 |
| Party Name | CCR Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westborough, MA 01581 |
| Party Name | CCR Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westborough, MA 01581 |
Trademark Events
| Event Date | Event Description |
| Tuesday, November 14, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, November 14, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 29, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 29, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 9, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, July 24, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, June 16, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, June 16, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 16, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, March 16, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, March 16, 2023 | NON-FINAL ACTION E-MAILED |
| Thursday, March 16, 2023 | NON-FINAL ACTION WRITTEN |
| Thursday, March 16, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, June 8, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, June 7, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 3, 2022 | NEW APPLICATION ENTERED |
