NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
04/07/2025
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Official data from USPTO
BCR
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
33
Latest update
04/30/2025
Trademark type
Word
Nice classes
36
Filing date
01/07/2015
Registration date
11/03/2015
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/07/2025
Last transaction
04/30/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
08/15/2011
First use in commerce
08/15/2011
Drawing code
4
Owner type
16
Owner location
VESTAVIA, AL
Examiner
RICHARDS, LESLIE
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
BCR WEALTH STRATEGIES, LLC
Berk Cleveland Rathmell Wealth Strategies, LLC
Representatives
Peter J. Hardin, Esq. Dentons Sirote PC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
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 disabilitylifelong term carepersonal liabilityhome ownersautomobilemedical insurance; insurance brokerage in the fields of disabilitylifelong-term care insurance policies; providing analysisadvicerecommendations in the fields of financial advice regarding budgetingcash managementbalancing current lifestyle and future goalspreparations 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
Publications
History of USPTO decisions and trademark events.
33 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
04/07/2025
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
04/07/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/07/2025
E89R
TEAS SECTION 8 & 9 RECEIVED
11/20/2024
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
11/03/2024
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/25/2022
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
08/13/2021
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
08/13/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/13/2021
E815
TEAS SECTION 8 & 15 RECEIVED
04/15/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/03/2020
R.PR
REGISTERED-PRINCIPAL REGISTER
11/03/2015
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/18/2015
PUBO
PUBLISHED FOR OPPOSITION
08/18/2015
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/29/2015
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
07/14/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/14/2015
XAEC
EXAMINER'S AMENDMENT ENTERED
07/08/2015
ALIE
ASSIGNED TO LIE
07/08/2015
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
07/08/2015
GNEA
EXAMINERS AMENDMENT E-MAILED
07/08/2015
CNEA
EXAMINERS AMENDMENT -WRITTEN
07/08/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/16/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/16/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/16/2015
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
04/15/2015
GNRT
NON-FINAL ACTION E-MAILED
04/15/2015
CNRT
NON-FINAL ACTION WRITTEN
04/15/2015
DOCK
ASSIGNED TO EXAMINER
04/13/2015
MPMK
NOTICE OF PSEUDO MARK E-MAILED
01/21/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/20/2015
NWAP
NEW APPLICATION ENTERED
01/10/2015
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