YOUR PATH TO IMPACT
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 09 Oct 2025)
What this means for you
Registered since 30 Jul 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88139301
- Registration number
- 5818318
- Mark type
- Stylized text
- Filed
- 02 Oct 2018
- Published for opposition
- 14 May 2019
- Registered
- 30 Jul 2019
- Attorney of record
- Laura M. Jackman
Goods and services
- Class 035 — Advertising and business services: 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
- Class 036 — Insurance and financial services: 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
- Class 041 — Education and entertainment services: 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
Owner
- EverSource Wealth Advisors LLC, Birmingham, AL, US
- EverSource Wealth Advisors LLC, Birmingham, AL, US
- EverSource Wealth Advisors LLC, Birmingham, AL, US
Prosecution history
- 09 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 09 Oct 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 09 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 Jun 2025 — TEAS SECTION 8 & 15 RECEIVED
- 30 Jul 2024 — 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
- 30 Jul 2019 — REGISTERED-PRINCIPAL REGISTER
- 14 May 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 14 May 2019 — PUBLISHED FOR OPPOSITION
- 24 Apr 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 10 Apr 2019 — ASSIGNED TO LIE
- 19 Mar 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 08 Mar 2019 — TEAS/EMAIL CORRESPONDENCE ENTERED