PASSIONATE ABOUT HELPING PEOPLE SUCCEED.
LIVE

Serial Number

87151658

Owner

Berk Cleveland Rathmell Wealth Strategies, LLC

Attorney

Timothy A. Bush,

First Use Date

May 15, 2016

Filing Date

Aug 26, 2016

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PASSIONATE ABOUT HELPING PEOPLE SUCCEED. Trademark

Serial Number: 87151658 • Registration: 5171325

PASSIONATE ABOUT HELPING PEOPLE SUCCEED. is a trademark filed by Berk Cleveland Rathmell Wealth Strategies, LLC on August 26, 2016. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Berk Cleveland Rathmell Wealth Strategies, LLC (2 trademarks)

Vestavia, AL 35242

Entity Type: 16

BCR WEALTH STRATEGIES, LLC (2 trademarks)

1952 URBAN CENTER PARKWAY
VESTAVIA, AL 35242

Entity Type: 16

Trademark Details

Filing Date

August 26, 2016

Registration Date

March 28, 2017

First Use Anywhere

May 15, 2016

First Use in Commerce

May 15, 2016

Published for Opposition

January 10, 2017

Goods & 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

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Mar 28, 2026 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Nov 30, 2022 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Nov 30, 2022 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 30, 2022 APRE
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 25, 2022 ASGN
TEAS SECTION 8 & 15 RECEIVED
May 18, 2022 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 28, 2022 REM1
REGISTERED-PRINCIPAL REGISTER
Mar 28, 2017 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 10, 2017 NPUB
PUBLISHED FOR OPPOSITION
Jan 10, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 21, 2016 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 7, 2016 CNSA
ASSIGNED TO EXAMINER
Dec 7, 2016 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 31, 2016 NWOS
NEW APPLICATION ENTERED
Aug 30, 2016 NWAP