LIFE IMPACT - Trademark Details
Status: 733 - Fourth Extension - Granted
Image for trademark with serial number 88137911
Serial Number
88137911
Word Mark
LIFE IMPACT
Status
733 - Fourth Extension - Granted
Status Date
2022-01-11
Filing Date
2018-10-02
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2020-01-14
Attorney Name
William B. Stewart
Law Office Assigned Location Code
M30
Employee Name
HISER, CHARLES
Statements
Goods and 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
Goods and 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
Goods and 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
Goods and Services
Providing an internet website portal for clients that features technology to facilitate and illustrate financial and life planning processes to clients
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2018-10-09
Primary Code
035
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2018-10-09
Primary Code
041
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2019-03-18
Primary Code
042
Current Trademark Owners
Party Name
EverSource Wealth Advisors LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
EverSource Wealth Advisors LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
EverSource Wealth Advisors LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
William B. Stewart
Address
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Prior Registrations
Relationship TypeReel Number
Continuity Child88976413
Trademark Events
Event DateEvent Description
2018-10-05NEW APPLICATION ENTERED IN TRAM
2018-10-09NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2019-01-14ASSIGNED TO EXAMINER
2019-01-21PRIORITY ACTION WRITTEN
2019-01-21PRIORITY ACTION E-MAILED
2019-01-21NOTIFICATION OF PRIORITY ACTION E-MAILED
2019-03-08TEAS RESPONSE TO OFFICE ACTION RECEIVED
2019-03-11ASSIGNED TO LIE
2019-03-18CORRESPONDENCE RECEIVED IN LAW OFFICE
2019-03-18TEAS/EMAIL CORRESPONDENCE ENTERED
2019-03-19NON-FINAL ACTION WRITTEN
2019-03-19NON-FINAL ACTION E-MAILED
2019-03-19NOTIFICATION OF NON-FINAL ACTION E-MAILED
2019-04-10TEAS RESPONSE TO OFFICE ACTION RECEIVED
2019-04-10TEAS AMENDMENT OF USE RECEIVED
2019-12-03PREVIOUS ACTION COUNT WITHDRAWN
2019-04-12NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
2019-10-21NON-FINAL ACTION WRITTEN
2019-10-21NON-FINAL ACTION E-MAILED
2019-10-21NOTIFICATION OF NON-FINAL ACTION E-MAILED
2019-10-31TEAS RESPONSE TO OFFICE ACTION RECEIVED
2019-11-12CORRESPONDENCE RECEIVED IN LAW OFFICE
2019-11-12TEAS/EMAIL CORRESPONDENCE ENTERED
2019-11-15TEAS REQUEST TO DIVIDE RECEIVED
2019-12-02CASE ASSIGNED TO INTENT TO USE PARALEGAL
2019-12-05DATA MODIFICATION COMPLETED
2019-11-15DIVISIONAL REQUEST RECEIVED
2019-12-05DIVISIONAL PROCESSING COMPLETE
2019-12-09APPROVED FOR PUB - PRINCIPAL REGISTER
2019-12-25NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2020-01-14PUBLISHED FOR OPPOSITION
2020-01-14OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2020-03-10NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2020-09-02TEAS EXTENSION RECEIVED
2020-09-02EXTENSION 1 FILED
2020-09-02EXTENSION 1 GRANTED
2020-09-04NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2021-02-22TEAS EXTENSION RECEIVED
2021-02-22EXTENSION 2 FILED
2021-02-22EXTENSION 2 GRANTED
2021-02-24NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2021-07-27TEAS EXTENSION RECEIVED
2021-07-27EXTENSION 3 FILED
2021-07-27EXTENSION 3 GRANTED
2021-07-29NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2021-12-17TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2021-12-17ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-12-17TEAS CHANGE OF CORRESPONDENCE RECEIVED
2022-01-11TEAS CHANGE OF OWNER ADDRESS RECEIVED
2022-01-11TEAS CHANGE OF CORRESPONDENCE RECEIVED
2022-01-11APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2022-01-11TEAS EXTENSION RECEIVED
2022-01-11EXTENSION 4 FILED
2022-01-11EXTENSION 4 GRANTED
2022-01-13NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED