| Serial Number | 87151658 |
| Word Mark | PASSIONATE ABOUT HELPING PEOPLE SUCCEED. |
| Filing Date | Friday, August 26, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, November 30, 2022 |
| Registration Number | 5171325 |
| Registration Date | Tuesday, March 28, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 10, 2017 |
| 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 | Wednesday, August 31, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, May 15, 2016 |
| First Use In Commerce Date | Sunday, May 15, 2016 |
| 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 |
| Wednesday, November 30, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, November 30, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, November 30, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, May 25, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, May 18, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, March 28, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, March 28, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 10, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 10, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 21, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, December 7, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 7, 2016 | ASSIGNED TO EXAMINER |
| Wednesday, August 31, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, August 30, 2016 | NEW APPLICATION ENTERED IN TRAM |