SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
accepted and acknowledged
on 25 Oct 2023
Last Applicant/ Owned by
3500 Colonnade Parkway, Suite 150
BIRMINGHAM
AL
35243
Serial Number
87303911 filed on 17th Jan 2017
Registration Number
5434406 registered on 27th Mar 2018
Correspondent Address
William B. Stewart
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
EVERSOURCE WEALTH ADVISORS
Support services, namely, regulatory compliance consulting in the field of investment advisory 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 Read More
Classification Information
Class [045]
Personal & Legal & Social Services
Support services, namely, regulatory compliance consulting in the field of investment advisory services
First Use Date in General
15th Feb 2017
First Use Date in Commerce
15th Feb 2017
Class [036]
Insurance & 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
First Use Date in General
15th Feb 2017
First Use Date in Commerce
15th Feb 2017
Class [035]
Advertising, Business & Retail 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
First Use Date in General
15th Feb 2017
First Use Date in Commerce
15th Feb 2017
Mark Details
Serial Number
No 87303911
Mark Type
No Service Mark
Attorney Docket Number
No
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 25th Oct 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 25th Oct 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 25th Oct 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 26th Apr 2023 | TEAS SECTION 8 & 15 RECEIVED |
| 27th Mar 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 17th Dec 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 17th Dec 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 17th Dec 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 11th Feb 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 11th Feb 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |