NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
09/10/2025
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Dado oficial do USPTO
YOUR PATH TO IMPACT
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Active USPTO registrationTipo: VerbalEscritório: US
Snapshot rápido
YOUR PATH TO IMPACT
ST13
US500000088139301Classe
35, 36, 41
Pedido
88139301
Registro
5818318
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
23
Atualização mais recente
10/10/2025
Classificação
Registrada
Tipo de marca
Verbal
Classes Nice
35, 36, 41
Data de depósito
02/10/2018
Data de registro
30/07/2019
Data de expiração
-
Ação recomendada
Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.
Próximo passo
Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.
Dados completos do processo
Campos estruturados da autoridade responsável e do histórico oficial.
Data da situação
09/10/2025
Última transação
10/10/2025
Escritório responsável
United States Patent and Trademark Office
Código da situação
702
Cadastro oficial
Principal Register
Primeiro uso
15/02/2017
Primeiro uso no comércio
15/02/2017
Código do desenho
4
Tipo de titular
16
Localização do titular
Birmingham, AL
Examinador
HISER,CHARLES
Localização atual
Historical data usage
Titulares e representantes
Titulares
EverSource Wealth Advisors LLC
Representantes
Laura M. Jackman Wallace, Jordan, Ratliff & Brandt, L.L.C.
Classificação técnica
Classes Nice
Classe 35Classe 36Classe 41
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 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
Classe 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
Classe 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
Publicações
Histórico de despachos e eventos da marca no USPTO.
23 publicações encontradas
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
09/10/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/10/2025
E815
TEAS SECTION 8 & 15 RECEIVED
05/06/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
30/07/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
17/12/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
17/12/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
17/12/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
30/07/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
14/05/2019
PUBO
PUBLISHED FOR OPPOSITION
14/05/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
24/04/2019
ALIE
ASSIGNED TO LIE
10/04/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
19/03/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/03/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/03/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/03/2019
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
21/01/2019
GPRA
PRIORITY ACTION E-MAILED
21/01/2019
CPRA
PRIORITY ACTION WRITTEN
21/01/2019
DOCK
ASSIGNED TO EXAMINER
14/01/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/10/2018
NWAP
NEW APPLICATION ENTERED
05/10/2018
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