Serial Number
87303911
Owner
EverSource Wealth Advisors LLCAttorney
William B. StewartFirst Use Date
Feb 15, 2017
Filing Date
Jan 17, 2017
EVERSOURCE WEALTH ADVISORS Trademark
Serial Number: 87303911 • Registration: 5434406
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 45 - Legal & Security Services
Legal services; security services for the protection of property and individuals
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
1121 Riverchase Office Rd.
Birmingham, AL 35244
Entity Type: 16
Legal Representation
Trademark Details
Filing Date
January 17, 2017
Registration Date
March 27, 2018
First Use Anywhere
February 15, 2017
First Use in Commerce
February 15, 2017
Published for Opposition
August 1, 2017
Goods & 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
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
Support services, namely, regulatory compliance consulting in the field of investment advisory services
