USPTO serial 88359688
TAX-ADVANTAGED INCOME FOR LIFE | LEGACY OF CHARITABLE GIVING
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 27, 2019
- Examiner
- GULIANO, ROBERT N
- Law office
- Historical data usage
What this means
Status 701 means the registration is active and the first Section 8 declaration of continued use was accepted. The next major deadline is the combined Section 8 and Section 9 filing at the 10-year anniversary. Calendar the 10-year Section 8 and 9 combined renewal.
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Owner
The Trustee of Eaton Vance Management
Boston, MA, US
Other trademarks owned by The Trustee of Eaton Vance Management
BOSTON, MA, US
BOSTON, MA, US
The Trustee of Eaton Vance Management
Boston, MA, US
Other trademarks owned by The Trustee of Eaton Vance Management
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Richard L. Sampson
Richard L. Sampson DAVIS, MALM & D'AGOSTINE, P.C.1 BOSTON PL STE 3700BOSTON, MA 02108United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | 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 | ACTIVE | Jun 17, 2019 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by The Trustee of Eaton Vance Management
- Other trademarks owned by EV LLC
- Other trademarks owned by EV LLC
- Other trademarks owned by The Trustee of Eaton Vance Management
- Other trademarks in Class 036
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 20, 2026 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Feb 20, 2026 | PRAN | POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED | — |
| Feb 20, 2026 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Feb 17, 2026 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Jan 2, 2026 | PRA8 | POST REGISTRATION ACTION MAILED - SEC. 8 | — |
| Dec 26, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 11, 2025 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Feb 11, 2025 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Aug 27, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 8, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 17, 2022 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 27, 2019 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Jul 22, 2019 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 15, 2019 | ALIE | ASSIGNED TO LIE | — |
| Jul 8, 2019 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jul 6, 2019 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Jul 5, 2019 | IUAA | USE AMENDMENT ACCEPTED | — |
| Jun 19, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 19, 2019 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jun 19, 2019 | IUAF | USE AMENDMENT FILED | — |
| Jun 18, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 18, 2019 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 18, 2019 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 18, 2019 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Apr 16, 2019 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 16, 2019 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 16, 2019 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 16, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 15, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 30, 2019 | NWAP | NEW APPLICATION ENTERED | — |