REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
03/28/2026
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Official data from USPTO
PASSIONATE ABOUT HELPING PEOPLE SUCCEED.
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PASSIONATE ABOUT HELPING PEOPLE SUCCEED.
ST13
US500000087151658Class
36
Filing
87151658
Registration
5171325
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
15
Latest update
03/29/2026
Trademark type
Word
Nice classes
36
Filing date
08/26/2016
Registration date
03/28/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/30/2022
Last transaction
03/29/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
05/15/2016
First use in commerce
05/15/2016
Drawing code
4
Owner type
16
Owner location
VESTAVIA, AL, US
Examiner
LAW, CHRISTOPHER M
Law office
L30
Current location
TMEG LAW OFFICE 103
Holders and representatives
Holders
BCR WEALTH STRATEGIES, LLC
Berk Cleveland Rathmell Wealth Strategies, LLC
Representatives
Timothy A. Bush, 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.
15 publications found
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
11/30/2022
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11/30/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/30/2022
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/25/2022
E815
TEAS SECTION 8 & 15 RECEIVED
05/18/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
03/28/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
03/28/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/10/2017
PUBO
PUBLISHED FOR OPPOSITION
01/10/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/21/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/07/2016
DOCK
ASSIGNED TO EXAMINER
12/07/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/31/2016
NWAP
NEW APPLICATION ENTERED
08/30/2016
Continuous trademark protection
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