Trademark: 87303911
Word
EVERSOURCE WEALTH ADVISORS
Status Date
Wednesday, October 25, 2023
Registration Number
5434406
Registration Date
Tuesday, March 27, 2018
Filing Date
Tuesday, January 17, 2017
Published for Opposition
Tuesday, August 1, 2017
36 Financial services, namely, investment advisor services; wealth management services; financial asset allocation, cash flow management, investment consultation, and investment management services; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; support services, namely, financial asset management support for others, financial planning support services; asset management for others via investment portfolio and investment model design and investment portfolio management by trading and rebalancing portfolios
35 Tax planning; support services, namely, providing business optimization support for others via identifying workflow and business process efficiencies, identifying business growth opportunities and identifying business operations and staffing optimization models; business transition support for others via analyzing business data to determine the financial support needed for firms or advisors to transition from one broker dealer or registered investment advisor to another; asset management for others via creating asset allocation models; business consulting; business development services, namely, strategic partner development
45 Support services, namely, regulatory compliance consulting in the field of investment advisory services
Oct 25, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Oct 25, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Oct 25, 2023
Case Assigned To Post Registration Paralegal
Apr 26, 2023
Teas Section 8 & 15 Received
Mar 27, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Dec 17, 2021
Teas Change Of Correspondence Received
Dec 17, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Dec 17, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Feb 11, 2020
Attorney/Dom.Rep.Revoked And/Or Appointed
Feb 11, 2020
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
May 23, 2018
Automatic Update Of Assignment Of Ownership
Mar 27, 2018
Registered-Principal Register
Feb 17, 2018
Notice Of Acceptance Of Statement Of Use E-Mailed
Feb 16, 2018
Allowed Principal Register - Sou Accepted
Feb 14, 2018
Teas/Email Correspondence Entered
Feb 14, 2018
Correspondence Received In Law Office
Feb 14, 2018
Teas Response To Office Action Received
Nov 21, 2017
Notification Of Non-Final Action E-Mailed
Nov 21, 2017
Non-Final Action E-Mailed
Nov 21, 2017
Su - Non-Final Action - Written
Nov 3, 2017
Statement Of Use Processing Complete
Oct 16, 2017
Use Amendment Filed
Oct 30, 2017
Case Assigned To Intent To Use Paralegal
Oct 16, 2017
Teas Statement Of Use Received
Sep 26, 2017
Noa E-Mailed - Sou Required From Applicant
Aug 1, 2017
Official Gazette Publication Confirmation E-Mailed
Aug 1, 2017
Published For Opposition
Jul 12, 2017
Notification Of Notice Of Publication E-Mailed
Jun 29, 2017
Law Office Publication Review Completed
Jun 22, 2017
Assigned To Lie
Jun 19, 2017
Approved For Pub - Principal Register
Jun 19, 2017
Examiner's Amendment Entered
Jun 19, 2017
Notification Of Examiners Amendment E-Mailed
Jun 19, 2017
Examiners Amendment E-Mailed
Jun 19, 2017
Examiners Amendment -Written
Jun 16, 2017
Examiner's Amendment Entered
Jun 16, 2017
Notification Of Examiners Amendment E-Mailed
Jun 16, 2017
Examiners Amendment E-Mailed
Jun 16, 2017
Examiners Amendment -Written
Jun 7, 2017
Teas/Email Correspondence Entered
Jun 7, 2017
Correspondence Received In Law Office
May 29, 2017
Assigned To Lie
May 5, 2017
Teas Response To Office Action Received
Apr 13, 2017
Notification Of Non-Final Action E-Mailed
Apr 13, 2017
Non-Final Action E-Mailed
Apr 13, 2017
Non-Final Action Written
Apr 12, 2017
Assigned To Examiner
Jan 24, 2017
New Application Office Supplied Data Entered
Jan 20, 2017
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
