TAX-ADVANTAGED INCOME FOR LIFE | LEGACY OF CHARITABLE GIVING

The Trustee of Eaton Vance Management

Application Filed: 2019-03-27
Trademark Application Details
Trademark Logo TAX-ADVANTAGED INCOME FOR LIFE | LEGACY OF CHARITABLE GIVING

Mark For: TAX-ADVANTAGED INCOME FOR LIFE | LEGACY OF CHARITABLE GIVING® trademark registration is intended to cover the categories of fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Charitable fund investment, advisory and fundraising services; Providing charitable accounts for philanthropic purposes; Financial services, namely, pooled income fund program whereby donors contribute to a public charity and receive income payments; Providing financial information related to charitable services via the Internet. [all]

Status

2020-07-03 UTC
LIVE REGISTRATION Issued and Active
The trademark application has been registered with the Office.


Research OneLook Acronym Finder
Serial Number88359688
Registration Number5847408
Mark Literal ElementsTAX-ADVANTAGED INCOME FOR LIFE | LEGACY OF CHARITABLE GIVING
Mark Drawing Type4 - STANDARD CHARACTER MARK
Mark TypeSERVICE MARK
RegisterJune 18, 2019
Current LocationPUBLICATION AND ISSUE SECTION 2019-08-27
Basis1(a)
Class StatusACTIVE
Primary US Classes
  • 100: Miscellaneous
  • 101: Advertising and Business
  • 102: Insurance and Financial
Primary International Class
  • 036 - Primary Class
  • (Insurance and financial) Insurance; financial affairs; monetary affairs; real estate affairs.
Filed UseNo
Current UseYes
Intent To UseNo
Filed ITUYes
44D FiledNo
44E CurrentNo
66A CurrentNo
Current BasisNo
No BasisNo
Attorney NameRichard L. Sampson
Attorney Docket Number1216112
Law Office AssignedL50
Employee NameGULIANO, ROBERT N

Timeline

2019-03-27Application Filed
2019-06-17Date of First Use
2019-06-17Date of Use In Commerce
2019-06-18Amend to Register
2019-08-27Location: PUBLICATION AND ISSUE SECTION
2019-08-27Status: Live/Registered
2019-08-27Status: Registered. The registration date is used to determine when post-registration maintenance documents are due.
2019-08-27Trademark Registered
2019-08-27Transaction Date

Trademark Parties (Applicants & Owners)

Party: The Trustee of Eaton Vance Management
AddressTwo International Place Boston, MASSACHUSETTS UNITED STATES 02110
Legal Entity TypeBusiness Trust
Legal Entity StateMASSACHUSETTS

Documents

DrawingIMAGE/JPEG2019-03-27
TEAS RF New ApplicationAPPLICATION/XML,IMAGE/JPEG2019-03-27
Offc Action OutgoingMULTI2019-04-16
XSearch Search SummaryXML2019-04-16
Amendment to Allege UseMULTI2019-06-18
Response to Office ActionMULTI2019-06-18
Response to Office ActionAPPLICATION/XML2019-06-18
SpecimenJPEG2019-06-18
SpecimenJPEG2019-06-18
AAU Processing CompleteMULTI2019-06-20
Amendment and Mail Process CompleteMULTI2019-06-20
Accept-AAU-NoticePDF2019-07-05
Notice of Acceptance of AAUXML2019-07-06
XSearch Search SummaryXML2019-07-08
TRAM Snapshot of App at Pub for OppostnMULTI2019-07-09
Publication & Issue Review CompleteMULTI2019-07-23
Registration CertificatePDF2019-08-27

Attorney of Record

RICHARD L. SAMPSON
DAVIS, MALM & D'AGOSTINE, P.C.
1 BOSTON PL STE 3700
BOSTON, MA 02108

Good, Services, and Codes


IC 036. US 100 101 102. G & S: Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Charitable fund investment, advisory and fundraising services; Providing charitable accounts for philanthropic purposes; Financial services, namely, pooled income fund program whereby donors contribute to a public charity and receive income payments; Providing financial information related to charitable services via the Internet. FIRST USE: 20190617. FIRST USE IN COMMERCE: 20190617

International Codes:36
U.S. Codes:100,101,102
Type CodeType
GS0361Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Charitable fund investment, advisory and fundraising services; Providing charitable accounts for philanthropic purposes; Financial services, namely, pooled income fund program whereby donors contribute to a public charity and receive income payments; Providing financial information related to charitable services via the Internet
GS0361Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Charitable fund investment, advisory and fundraising services; Providing charitable accounts for philanthropic purposes; Financial services, namely, pooled income fund program whereby donors contribute to a public charity and receive income payments; Providing financial information related to charitable services via the Internet

Trademark Filing History

DescriptionDateProceeding Number
REGISTERED-SUPPLEMENTAL REGISTER2019-08-27
LAW OFFICE PUBLICATION REVIEW COMPLETED2019-07-2276568
ASSIGNED TO LIE2019-07-1576568
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER2019-07-08
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED2019-07-06
USE AMENDMENT ACCEPTED2019-07-0593657
USE AMENDMENT FILED2019-06-1988889
TEAS/EMAIL CORRESPONDENCE ENTERED2019-06-1988889
AMENDMENT TO USE PROCESSING COMPLETE2019-06-1988889
TEAS RESPONSE TO OFFICE ACTION RECEIVED2019-06-18
TEAS AMENDMENT OF USE RECEIVED2019-06-18
CORRESPONDENCE RECEIVED IN LAW OFFICE2019-06-1888889
NOTIFICATION OF NON-FINAL ACTION E-MAILED2019-04-166325
NON-FINAL ACTION WRITTEN2019-04-1693657
NON-FINAL ACTION E-MAILED2019-04-166325
ASSIGNED TO EXAMINER2019-04-1693657
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM2019-04-15
NEW APPLICATION ENTERED IN TRAM2019-03-30

uspto.report is an independent third-party trademark research tool that is not affiliated, endorsed, or sponsored by the United States Patent and Trademark Office (USPTO) or any other governmental organization. The information provided by uspto.report is based on publicly available data at the time of writing and is intended for informational purposes only.

While we strive to provide accurate and up-to-date information, we do not guarantee the accuracy, completeness, reliability, or suitability of the information displayed on this site. The use of this site is at your own risk. Any reliance you place on such information is therefore strictly at your own risk.

All official trademark data, including owner information, should be verified by visiting the official USPTO website at www.uspto.gov. This site is not intended to replace professional legal advice and should not be used as a substitute for consulting with a legal professional who is knowledgeable about trademark law.

© 2024 USPTO.report | Privacy Policy | Resources | RSS Feed of Trademarks | Trademark Filings Twitter Feed