Word

YOUR PATH TO IMPACT

Status

Registered

Status Code

700

Status Date

Tuesday, July 30, 2019

Serial Number

88139301

Registration Number

5818318

Registration Date

Tuesday, July 30, 2019

Mark Type

4000

Filing Date

Tuesday, October 2, 2018

Published for Opposition

Tuesday, May 14, 2019

Trademark Owner History

EverSource Wealth Advisors LLC - Original Registrant

Classifications

35 Provision of services to employed, contracted and/or affiliated investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, 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 to aid in performance, diversification and risk reduction; business consulting; business development services, namely, strategic partner development, provision of back-office and management services being office administration, provision of compliance tracking and management services for business purposes; business succession planning

36 Provision of services to employed, contracted and/or affiliated investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, 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, identification of biblically-based and sound investments and investment opportunities for offering to end clients, financial planning, estate planning, legacy planning being family heritage, philanthropy, values and wealth, charitable/generosity planning as a financial planning services and impact investing in private and public assets

41 Provision of services to employed, contracted and/or affiliated investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, educational services, namely, the provision of life coaching and instruction to the clients of affiliated IARs and RIA firms concerning such topics as life choices, stewardship, purpose giving, family planning and support, foundation formation, promise keeping and legacy, educational programs and initiatives being seminars and workshops regarding biblically-based investments and investment opportunities

Trademark Events

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

Jul 30, 2019

Registered-Principal Register

May 14, 2019

Official Gazette Publication Confirmation E-Mailed

May 14, 2019

Published For Opposition

Apr 24, 2019

Notification Of Notice Of Publication E-Mailed

Apr 10, 2019

Assigned To Lie

Mar 19, 2019

Approved For Pub - Principal Register

Mar 8, 2019

Teas/Email Correspondence Entered

Mar 8, 2019

Correspondence Received In Law Office

Mar 8, 2019

Teas Response To Office Action Received

Jan 21, 2019

Notification Of Priority Action E-Mailed

Jan 21, 2019

Priority Action E-Mailed

Jan 21, 2019

Priority Action Written

Jan 14, 2019

Assigned To Examiner

Oct 10, 2018

New Application Office Supplied Data Entered In Tram

Oct 5, 2018

New Application Entered In Tram