| AUTHENTIC CONVERSATIONS EverSource Wealth Advisors, LLC
97814850 28 Feb 2023 | on 16 Jul 2024
| Financial services, namely, investment advisor services; Financial ser... Class 036 Class 036 Insurance & Financial Services Educational services, namely, the provision of life coaching and instruction in the field of life choices, stewardship, and purpose giving. Class 041 Class 041 Education and Entertainment Services Financial services, namely, investment advisor services; Financial services, namely, wealth management services; Financial asset management, namely, 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; Financial asset management for others and financial planning services; Financial asset management for others via investment portfolio and investment model design and financial investment portfolio management by trading and rebalancing portfolios. | | | EVERSOURCE WEALTH ADVISORS EVERSOURCE WEALTH ADVISORS, LLC
87303911 17 Jan 2017 | on 25 Oct 2023
| Support services, namely, regulatory compliance consulting in the fiel... Class 035 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 Class 036 Class 036 Insurance & Financial Services Support services, namely, regulatory compliance consulting in the field of investment advisory services Class 045 Personal & Legal & Social Services "WEALTH ADVISORS" | | | EVERSOURCE WEALTH ADVISORS EVERSOURCE WEALTH ADVISORS, LLC
87303914 17 Jan 2017 | on 25 Oct 2023
| Support services, namely, regulatory compliance consulting in the fiel... Class 035 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 Class 036 Class 036 Insurance & Financial Services Support services, namely, regulatory compliance consulting in the field of investment advisory services Class 045 Personal & Legal & Social Services "WEALTH ADVISORS" | | | LIFE IMPACT EverSource Wealth Advisors LLC
88137911 02 Oct 2018 | on 09 May 2023
| Provision of services to the clients of investment advisory representa... Class 035 Class 035 Advertising, Business & Retail Services Providing an internet website portal for clients that features technology to facilitate and illustrate financial and life planning processes to clients Class 041 Class 041 Education and Entertainment Services Provision of services to the clients of 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 IARs and RIA firms concerning such topics as life choices, stewardship, purpose giving, family planning and support, foundation formation, promise keeping and legacy Class 042 Computer & Software Services & Scientific Services Provision of services to the clients of 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 business efficiency, performance, diversification and risk reduction; business consulting; business development services, namely, strategic partner development; business succession planning | | | LIFE IMPACT EverSource Wealth Advisors LLC
88976413 02 Oct 2018 | on 07 Apr 2020
| Provision of services to the clients of investment advisory representa... Class 036 Class 036 Insurance & Financial Services Provision of services to the clients of 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, 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 | | | YOUR PATH TO IMPACT EverSource Wealth Advisors LLC
88139301 02 Oct 2018 | on 30 Jul 2019
| Provision of services to employed, contracted and/or affiliated invest... Class 035 Class 035 Advertising, Business & Retail 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 Class 036 Class 036 Insurance & 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, 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 | | | CONSIDER IT DONE! EVERSOURCE WEALTH ADVISORS, LLC
76604527 28 Jul 2004 | on 04 Feb 2015
| Business Management Assistance and Secretarial Services primarily for ... Class 035 Class 035 Advertising, Business & Retail Services The mark consists of the words Consider it Done! with a checkmark across the letters "O" and "N", which checkmark appears in purple. The remainder of the mark appears in black. | |