EVERTERN WEALTH
Live / Allowed — Publication / registration review complete (as of 10 Sept 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 24 Apr 2026 filing date already counts against anyone who files later.
Record
- Serial number
- 99785502
- Mark type
- Stylized text
- Filed
- 24 Apr 2026
- Published for opposition
- 29 Sept 2026
- Attorney of record
- B. Anna McCoy
Goods and services
- Class 036 — Insurance and financial services: financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; trust and estate financial administration and consultation services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial advising and financial management of retirement plans, endowments, and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services provided by registered investment advisors
Owner
- Evertern Wealth, LLC, Naples, FL, US
Prosecution history
- 04 Sept 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 04 Sept 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 04 Sept 2026 — EXAMINER'S AMENDMENT ENTERED
- 04 Sept 2026 — EXAMINERS AMENDMENT E-MAILED
- 04 Sept 2026 — EXAMINERS AMENDMENT -WRITTEN
- 31 Aug 2026 — ASSIGNED TO EXAMINER
- 30 Jul 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 24 Apr 2026 — APPLICATION FILING RECEIPT MAILED
- 24 Apr 2026 — NEW APPLICATION ENTERED