| Serial Number | 87303911 |
| Word Mark | EVERSOURCE WEALTH ADVISORS |
| Filing Date | Tuesday, January 17, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, October 25, 2023 |
| Registration Number | 5434406 |
| Registration Date | Tuesday, March 27, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 1, 2017 |
| Goods and Services | 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 |
| Goods and Services | 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 |
| Goods and Services | Support services, namely, regulatory compliance consulting in the field of investment advisory services |
| Disclaimer with Predetermined Text | "WEALTH ADVISORS" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | NOT AVAILABLE |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, February 15, 2017 |
| First Use In Commerce Date | Wednesday, February 15, 2017 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, January 24, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, February 15, 2017 |
| First Use In Commerce Date | Wednesday, February 15, 2017 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | NOT AVAILABLE |
| Primary Code | 045 |
| First Use Anywhere Date | Wednesday, February 15, 2017 |
| First Use In Commerce Date | Wednesday, February 15, 2017 |
| Party Name | EVERSOURCE WEALTH ADVISORS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BIRMINGHAM, AL 35243 |
| Party Name | WealthSource Financial Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Birmingham, AL 35244 |
| Party Name | WealthSource Financial Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Birmingham, AL 35244 |
| Party Name | WealthSource Financial Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Birmingham, AL 35244 |
| Event Date | Event Description |
| Wednesday, October 25, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, October 25, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, October 25, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, April 26, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, March 27, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, December 17, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, December 17, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, December 17, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 11, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, February 11, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, May 23, 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, March 27, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, February 17, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, February 16, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, February 14, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 14, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 14, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 21, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 21, 2017 | NON-FINAL ACTION E-MAILED |
| Tuesday, November 21, 2017 | SU - NON-FINAL ACTION - WRITTEN |
| Friday, November 3, 2017 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, October 16, 2017 | USE AMENDMENT FILED |
| Monday, October 30, 2017 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, October 16, 2017 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, September 26, 2017 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, August 1, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 1, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 12, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, June 29, 2017 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, June 22, 2017 | ASSIGNED TO LIE |
| Monday, June 19, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, June 19, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Monday, June 19, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, June 19, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Monday, June 19, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, June 16, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Friday, June 16, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, June 16, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Friday, June 16, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, June 7, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 7, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, May 29, 2017 | ASSIGNED TO LIE |
| Friday, May 5, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, April 13, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, April 13, 2017 | NON-FINAL ACTION E-MAILED |
| Thursday, April 13, 2017 | NON-FINAL ACTION WRITTEN |
| Wednesday, April 12, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, January 24, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 20, 2017 | NEW APPLICATION ENTERED |