BCR

Berk Cleveland Rathmell Wealth Strategies, LLC

Application Filed: 2015-01-07
Trademark Application Details
Trademark Logo BCR
700
Live/Registered
REGISTERED
Research OneLook Acronym Finder
Serial Number86497512
Registration Number4844327
Mark Drawing Code4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form
Attorney NameTimothy A. Bush
Attorney Docket Number59656-1
Law Office AssignedL60
Employee NameRICHARDS, LESLIE L

Timeline

2011-08-15Date of First Use
2015-01-07Application Filed
2015-08-18Published for Opposition
2015-11-03Location: PUBLICATION AND ISSUE SECTION
2015-11-03Status: Live/Registered
2015-11-03Trademark Registered
2018-07-08Transaction Date

Trademark Applicants & Owners

Owner: Berk Cleveland Rathmell Wealth Strategies, LLC
Address1952 Urban Center Parkway Vestavia AL 35242
Legal Entity TypeLimited Liability Company
Legal Entity StateAL

Documents

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Attorney of Record

TIMOTHY A. BUSH
SIROTE & PERMUTT PC
2311 HIGHLAND AVE S
BIRMINGHAM, AL 35205-2972

Good, Services, and Codes

International Codes:36
U.S. Codes:100,101,102
Type CodeType
GS0361Investment 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

Trademark Filing History

DescriptionDateEvent Coding
NEW APPLICATION ENTERED IN TRAM2015-01-101 NWAP I:Incoming Correspondence
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM2015-01-202 NWOS I:Incoming Correspondence
NOTICE OF PSEUDO MARK E-MAILED2015-01-213 MPMK E:E-Mail
ASSIGNED TO EXAMINER2015-04-134 DOCK D:Assigned to Examiner
NON-FINAL ACTION WRITTEN2015-04-155 CNRT R:Renewal
NON-FINAL ACTION E-MAILED2015-04-156 GNRT F:First Action
NOTIFICATION OF NON-FINAL ACTION E-MAILED2015-04-157 GNRN O:Outgoing Correspondence
TEAS RESPONSE TO OFFICE ACTION RECEIVED2015-06-168 TROA I:Incoming Correspondence
CORRESPONDENCE RECEIVED IN LAW OFFICE2015-06-169 CRFA I:Incoming Correspondence
TEAS/EMAIL CORRESPONDENCE ENTERED2015-06-1610 TEME I:Incoming Correspondence
EXAMINERS AMENDMENT -WRITTEN2015-07-0811 CNEA R:Renewal
EXAMINERS AMENDMENT E-MAILED2015-07-0812 GNEA O:Outgoing Correspondence
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED2015-07-0813 GNEN O:Outgoing Correspondence
ASSIGNED TO LIE2015-07-0814 ALIE A:Allowance for Publication
EXAMINER'S AMENDMENT ENTERED2015-07-0815 XAEC I:Incoming Correspondence
APPROVED FOR PUB - PRINCIPAL REGISTER2015-07-1416 CNSA O:Outgoing Correspondence
LAW OFFICE PUBLICATION REVIEW COMPLETED2015-07-1417 PREV O:Outgoing Correspondence
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED2015-07-2918 NONP E:E-Mail
PUBLISHED FOR OPPOSITION2015-08-1819 PUBO A:Allowance for Publication
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED2015-08-1820 NPUB E:E-Mail
REGISTERED-PRINCIPAL REGISTER2015-11-0321 R.PR A:Allowance for Publication
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED2020-11-0322 REM1 E:E-Mail
TEAS SECTION 8 & 15 RECEIVED2021-04-1523 E815 I:Incoming Correspondence
CASE ASSIGNED TO POST REGISTRATION PARALEGAL2021-08-1324 APRE A:Allowance for Publication
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.2021-08-1325 C15A O:Outgoing Correspondence
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED2021-08-1326 NA85 E:E-Mail
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP2022-05-2527 ASGN I:Incoming Correspondence

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