EVERSOURCE WEALTH ADVISORS - Trademark Details
Status: 700 - Registered
Serial Number
87303911
Registration Number
5434406
Word Mark
EVERSOURCE WEALTH ADVISORS
Status
700 - Registered
Status Date
2018-03-27
Filing Date
2017-01-17
Registration Number
5434406
Registration Date
2018-03-27
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2017-08-01
Attorney Name
Law Office Assigned Location Code
N40
Employee Name
PAPALE, LISA ANNE
Statements
Disclaimer with Predetermined Text
"WEALTH ADVISORS"
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
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
Support services, namely, computer technology set up support services in the nature of the installation, maintenance and repair of computer hardware
Goods and Services
Support services, namely, computer technology set up support services in the nature of office technology suite design and selecting and recommending computer software; support services, namely, computer technology set up support services in the nature of the selection of computer hardware
Goods and Services
Support services, namely, regulatory compliance consulting in the field of investment advisory services
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Primary Code
035
First Use Anywhere Date
2017-02-15
First Use In Commerce Date
2017-02-15
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2017-01-24
Primary Code
036
First Use Anywhere Date
2017-02-15
First Use In Commerce Date
2017-02-15
International Class
045 - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals. - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals.
US Class Codes
100, 101
Class Status Code
6 - Active
Primary Code
045
First Use Anywhere Date
2017-02-15
First Use In Commerce Date
2017-02-15
Current Trademark Owners
Party Name
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
William B. Stewart
Address
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Trademark Events
| Event Date | Event Description |
| 2017-01-20 | NEW APPLICATION ENTERED IN TRAM |
| 2017-01-24 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2017-04-12 | ASSIGNED TO EXAMINER |
| 2017-04-13 | NON-FINAL ACTION WRITTEN |
| 2017-04-13 | NON-FINAL ACTION E-MAILED |
| 2017-04-13 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2017-05-05 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2017-05-29 | ASSIGNED TO LIE |
| 2017-06-07 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2017-06-07 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2017-06-16 | EXAMINERS AMENDMENT -WRITTEN |
| 2017-06-16 | EXAMINERS AMENDMENT E-MAILED |
| 2017-06-16 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2017-06-16 | EXAMINER'S AMENDMENT ENTERED |
| 2017-06-19 | EXAMINERS AMENDMENT -WRITTEN |
| 2017-06-19 | EXAMINERS AMENDMENT E-MAILED |
| 2017-06-19 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2017-06-19 | EXAMINER'S AMENDMENT ENTERED |
| 2017-06-19 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2017-06-22 | ASSIGNED TO LIE |
| 2017-06-29 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2017-07-12 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2017-08-01 | PUBLISHED FOR OPPOSITION |
| 2017-08-01 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2017-09-26 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2017-10-16 | TEAS STATEMENT OF USE RECEIVED |
| 2017-10-30 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2017-10-16 | USE AMENDMENT FILED |
| 2017-11-03 | STATEMENT OF USE PROCESSING COMPLETE |
| 2017-11-21 | SU - NON-FINAL ACTION - WRITTEN |
| 2017-11-21 | NON-FINAL ACTION E-MAILED |
| 2017-11-21 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2018-02-14 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2018-02-14 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2018-02-14 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2018-02-16 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2018-02-17 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2018-03-27 | REGISTERED-PRINCIPAL REGISTER |
| 2018-05-23 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 2020-02-11 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2020-02-11 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2021-12-17 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2021-12-17 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2021-12-17 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
