NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
10/09/2025
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Official data from USPTO
YOUR PATH TO IMPACT
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
YOUR PATH TO IMPACT
ST13
US500000088139301Class
35, 36, 41
Filing
88139301
Registration
5818318
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
10/10/2025
Trademark type
Word
Nice classes
35, 36, 41
Filing date
10/02/2018
Registration date
07/30/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/09/2025
Last transaction
10/10/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
02/15/2017
First use in commerce
02/15/2017
Drawing code
4
Owner type
16
Owner location
Birmingham, AL
Examiner
HISER,CHARLES
Current location
Historical data usage
Holders and representatives
Holders
EverSource Wealth Advisors LLC
Representatives
Laura M. Jackman Wallace, Jordan, Ratliff & Brandt, L.L.C.
Technical classification
Nice Classes
Class 35Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Provision of services to employedcontracted and/or affiliated investment advisory representatives (IARs) and registered investment advisor (RIA) firmstax planning; support servicesproviding business optimization support for others via identifying workflow and business process efficienciesidentifying 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 performancediversification and risk reduction; business consulting; business development servicesstrategic partner developmentprovision of back-office and management services being office administrationprovision of compliance tracking and management services for business purposes; business succession planning
Class 36
Provision of services to employedcontracted and/or affiliated investment advisory representatives (IARs) and registered investment advisor (RIA) firmsfinancial servicesinvestment advisor services; wealth management services; financial asset allocationcash flow managementinvestment consultationinvestment management services; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; support servicesfinancial asset management support for othersfinancial planning support services; asset management for others via investment portfolio and investment model design and investment portfolio management by trading and rebalancing portfoliosidentification of biblically-based and sound investments and investment opportunities for offering to end clientsfinancial planningestate planninglegacy planning being family heritagephilanthropyvalues and wealthcharitable/generosity planning as a financial planning services and impact investing in private and public assets
Class 41
Provision of services to employedcontracted and/or affiliated investment advisory representatives (IARs) and registered investment advisor (RIA) firmseducational servicesthe provision of life coaching and instruction to the clients of affiliated IARs and RIA firms concerning such topics as life choicesstewardshippurpose givingfamily planning and supportfoundation formationpromise keeping and legacyeducational programs and initiatives being seminars and workshops regarding biblically-based investments and investment opportunities
Publications
History of USPTO decisions and trademark events.
23 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
10/09/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/09/2025
E815
TEAS SECTION 8 & 15 RECEIVED
06/05/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/30/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/17/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/17/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/17/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
07/30/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/14/2019
PUBO
PUBLISHED FOR OPPOSITION
05/14/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/24/2019
ALIE
ASSIGNED TO LIE
04/10/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/19/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/08/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/08/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/08/2019
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
01/21/2019
GPRA
PRIORITY ACTION E-MAILED
01/21/2019
CPRA
PRIORITY ACTION WRITTEN
01/21/2019
DOCK
ASSIGNED TO EXAMINER
01/14/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/10/2018
NWAP
NEW APPLICATION ENTERED
10/05/2018
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