USPTO serial 87303914
EVERSOURCE WEALTH ADVISORS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 27, 2018
- Examiner
- PAPALE, LISA ANNE
- Law office
- TMO LAW OFFICE 122
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
EVERSOURCE WEALTH ADVISORS, LLC
BIRMINGHAM, AL
WealthSource Financial Advisors, LLC
Birmingham, AL
Other trademarks owned by WealthSource Financial Advisors, LLC
WealthSource Financial Advisors, LLC
Birmingham, AL
Other trademarks owned by WealthSource Financial Advisors, LLC
WealthSource Financial Advisors, LLC
Birmingham, AL
Other trademarks owned by WealthSource Financial Advisors, LLC
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
William B. Stewart
William B. Stewart Wallace, Jordan, Ratliff & Brandt, L.L.C.800 Shades Creek Parkway, Suite 400Birmingham, AL 35209UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | 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 | ACTIVE | Feb 15, 2017 |
| 036 | 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 | ACTIVE | Feb 15, 2017 |
| 045 | Support services, namely, regulatory compliance consulting in the field of investment advisory services | ACTIVE | Feb 15, 2017 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by EVERSOURCE WEALTH ADVISORS, LLC
- Other trademarks owned by WealthSource Financial Advisors, LLC
- Other trademarks owned by WealthSource Financial Advisors, LLC
- Other trademarks owned by WealthSource Financial Advisors, LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 045
- Similar marks named EVERSOURCE WEALTH ADVISORS
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 25, 2023 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Oct 25, 2023 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Oct 25, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 26, 2023 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Mar 27, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 17, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 17, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 17, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 11, 2020 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 11, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 23, 2018 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Mar 27, 2018 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Feb 17, 2018 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Feb 16, 2018 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Feb 14, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 14, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 14, 2018 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Nov 21, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Nov 21, 2017 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Nov 21, 2017 | CNRT | SU - NON-FINAL ACTION - WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Nov 3, 2017 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 30, 2017 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Oct 16, 2017 | IUAF | USE AMENDMENT FILED | — |
| Oct 16, 2017 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Oct 3, 2017 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Aug 8, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 8, 2017 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jul 19, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 30, 2017 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jun 22, 2017 | ALIE | ASSIGNED TO LIE | — |
| Jun 19, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 19, 2017 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 19, 2017 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 19, 2017 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 19, 2017 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 16, 2017 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 16, 2017 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 16, 2017 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 16, 2017 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 7, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 7, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 29, 2017 | ALIE | ASSIGNED TO LIE | — |
| May 5, 2017 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Apr 13, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 13, 2017 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 13, 2017 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 12, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 25, 2017 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jan 24, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 20, 2017 | NWAP | NEW APPLICATION ENTERED | — |