EVERSOURCE WEALTH ADVISORS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 25 Oct 2023)
What this means for you
Registered since 27 Mar 2018. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87303911
- Registration number
- 5434406
- Mark type
- Stylized text
- Filed
- 17 Jan 2017
- Published for opposition
- 01 Aug 2017
- Registered
- 27 Mar 2018
- Attorney of record
- William B. Stewart
Goods and services
- Class 035 — Advertising and business 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
- Class 036 — Insurance and financial 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
- Class 045 — Legal and security services: Support services, namely, regulatory compliance consulting in the field of investment advisory services
Owner
- EVERSOURCE WEALTH ADVISORS, LLC, BIRMINGHAM, AL, US
- WealthSource Financial Advisors, LLC, Birmingham, AL, US
- WealthSource Financial Advisors, LLC, Birmingham, AL, US
- WealthSource Financial Advisors, LLC, Birmingham, AL, US
Prosecution history
- 25 Oct 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 25 Oct 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 25 Oct 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 26 Apr 2023 — TEAS SECTION 8 & 15 RECEIVED
- 27 Mar 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 17 Dec 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 Dec 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 17 Dec 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 11 Feb 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 11 Feb 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 23 May 2018 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 27 Mar 2018 — REGISTERED-PRINCIPAL REGISTER
- 17 Feb 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 16 Feb 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 14 Feb 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED