USPTO serial 88720320
THE AFTER-TAX ADVISOR
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 29, 2020
- Examiner
- KETCHUM, BRENDAN J
- Law office
- Historical data usage
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
The Trustee of Eaton Vance Management
Boston, MA, US
Other trademarks owned by The Trustee of Eaton Vance Management
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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Richard Sampson
Richard Sampson DAVIS, MALM & D'AGOSTINE, P.C.255 State Street, 11th FloorBOSTON, MA 02109United 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; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts | ACTIVE | Dec 15, 2019 |
| 041 | Educational services, namely, conducting programs in the field of financial investing for securities broker/dealers | ACTIVE | Dec 15, 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 The Trustee of Eaton Vance Management
- Other trademarks owned by EV LLC
- Other trademarks owned by EV LLC
- Other trademarks in Class 036
- Other trademarks in Class 041
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 24, 2026 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jul 24, 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. |
| Jul 24, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 14, 2026 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Sep 29, 2025 | 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 | — |
| Sep 29, 2020 | 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. |
| Aug 25, 2020 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Aug 18, 2020 | ALIE | ASSIGNED TO LIE | — |
| Aug 11, 2020 | ALIE | ASSIGNED TO LIE | — |
| Aug 5, 2020 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jul 7, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 7, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 30, 2020 | 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 11, 2020 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Jun 10, 2020 | 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. |
| Jun 10, 2020 | 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. |
| Jun 10, 2020 | 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. |
| Jun 10, 2020 | IUAA | USE AMENDMENT ACCEPTED | — |
| May 5, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 5, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 4, 2020 | ALIE | ASSIGNED TO LIE | — |
| Apr 29, 2020 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Apr 29, 2020 | IUAF | USE AMENDMENT FILED | — |
| Apr 28, 2020 | 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. |
| Apr 28, 2020 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Jan 27, 2020 | 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. |
| Jan 27, 2020 | 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. |
| Jan 27, 2020 | 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. |
| Jan 17, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 12, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 12, 2019 | NWAP | NEW APPLICATION ENTERED | — |