CCR WEALTH MANAGEMENT

CCR Wealth Management, LLC

Application Filed: 2022-05-31

Trademark Application Details

The mark consists of an "x" design superimposed over a diamond design followed by the words "CCR WEALTH MANAGEMENT".

Mark For: CCR WEALTH MANAGEMENT™ trademark registration is intended to cover the categories of 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.

Status

2022-06-04 UTC

LIVE APPLICATION Awaiting Examination

The trademark application has been accepted by the Office (has met the minimum filing requirements) and has not yet been assigned to an examiner.

Website	www.ccrwealth.com
Research	OneLook Acronym Finder
Serial Number	97436444
Mark Literal Elements	CCR WEALTH MANAGEMENT
Mark Drawing Type	-
Mark Type	Service Mark
Standard Character Claim	No
Current Location	NEW APPLICATION PROCESSING 2022-06-03
Basis	1(a)
Class Status	ACTIVE
Primary US Classes	100: Miscellaneous 101: Advertising and Business 102: Insurance and Financial
Primary International Class	036 - Primary Class (Insurance and financial) Insurance; financial affairs; monetary affairs; real estate affairs.
Filed Use	Yes
Current Use	Yes
Intent To Use	No
Filed ITU	No
44D Filed	No
44E Current	No
66A Current	No
Current Basis	No
No Basis	No
Attorney Name	Thomas E. Kenney

Timeline

2018-12-00	Date of First Use
2018-12-01	Date of First Use
2018-12-01	Date of Use In Commerce
2022-05-31	Application Filed
2022-06-03	Location: NEW APPLICATION PROCESSING
2022-06-03	Status: Live/Pending
2022-06-03	Status: New application will be assigned to an examining attorney approximately 6 months after filing date.
2022-06-03	Transaction Date

Trademark Parties (Applicants & Owners)

Party:	CCR Wealth Management, LLC
Address	Suite 150 1800 West Park Drive Westborough, MASSACHUSETTS UNITED STATES 01581
Legal Entity Type	Limited Liability Company
Legal Entity State	MASSACHUSETTS

Documents

Drawing		2022-05-31
Specimen		2022-05-31
TEAS Plus New Application		2022-05-31

Design Search Codes

260721	Diamonds that are completely or partially shaded
260728	Diamond shapes (miscellaneous overall shape); Miscellaneous designs with overall diamond shape, including letters forming or comprising a diamond

Attorney of Record

THOMAS E. KENNEY
PIERCE & MANDELL, P.C.
11 BEACON STREET
SUITE 800
BOSTON, MA 02114

Good, Services, and Codes

International Codes:	36
U.S. Codes:	100,101,102

Type Code	Type
DM0000	The mark consists of an "x" design superimposed over a diamond design followed by the words "CCR WEALTH MANAGEMENT".
DM0000	The mark consists of an "x" design superimposed over a diamond design followed by the words "CCR WEALTH MANAGEMENT".

Trademark Filing History

Description	Date	Proceeding Number
NEW APPLICATION ENTERED IN TRAM	2022-06-03

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