CHARISMATIC ADVISOR Trademark

Trademark Overview

On Friday, April 30, 2010, a trademark application was filed for CHARISMATIC ADVISOR with the United States Patent and Trademark Office. The USPTO has given the CHARISMATIC ADVISOR trademark a serial number of 85027556. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, June 11, 2021. This trademark is owned by The Trustee of Eaton Vance Management. The CHARISMATIC ADVISOR trademark is filed in the Education & Entertainment Services category with the following description:

Educational services, namely, conducting programs in the field of financial investing for securities broker/dealers
charismatic advisor

General Information

Serial Number85027556
Word MarkCHARISMATIC ADVISOR
Filing DateFriday, April 30, 2010
Status800 - REGISTERED AND RENEWED
Status DateFriday, June 11, 2021
Registration Number4099665
Registration DateTuesday, February 14, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 29, 2011

Trademark Statements

Goods and ServicesEducational services, namely, conducting programs in the field of financial investing for securities broker/dealers
Disclaimer with Predetermined Text"ADVISOR"

Classification Information

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, May 5, 2010
Primary Code041
First Use Anywhere DateTuesday, January 5, 2010
First Use In Commerce DateMonday, January 11, 2010

Trademark Owner History

Party NameEV LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressBOSTON, MA 02110
Party NameEV LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressBOSTON, MA 02110
Party NameThe Trustee of Eaton Vance Management
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressBoston, MA 02110
Party NameThe Trustee of Eaton Vance Management
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressBoston, MA 02110
Party NameThe Trustee of Eaton Vance Management
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressBoston, MA 02109

Trademark Events

Event DateEvent Description
Wednesday, February 8, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, August 17, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, June 11, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, June 11, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, June 11, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, June 11, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 8, 2021TEAS SECTION 8 & 9 RECEIVED
Sunday, February 14, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, February 15, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, February 15, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, February 15, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, January 31, 2018TEAS SECTION 8 & 15 RECEIVED
Tuesday, February 14, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, February 14, 2012REGISTERED-PRINCIPAL REGISTER
Tuesday, January 10, 2012NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, January 9, 2012LAW OFFICE REGISTRATION REVIEW COMPLETED
Wednesday, January 4, 2012ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, December 15, 2011NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, December 14, 2011STATEMENT OF USE PROCESSING COMPLETE
Thursday, December 1, 2011USE AMENDMENT FILED
Wednesday, December 14, 2011SOU EXTENSION 1 GRANTED
Thursday, November 24, 2011SOU EXTENSION 1 FILED
Wednesday, December 14, 2011CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, December 1, 2011TEAS STATEMENT OF USE RECEIVED
Thursday, December 1, 2011APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, December 1, 2011TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, December 1, 2011EXTENSION RECEIVED WITH TEAS PETITION
Thursday, December 1, 2011PETITION TO REVIVE-GRANTED
Thursday, December 1, 2011TEAS PETITION TO REVIVE RECEIVED
Tuesday, May 24, 2011NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 29, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 29, 2011PUBLISHED FOR OPPOSITION
Thursday, February 24, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, February 18, 2011ASSIGNED TO LIE
Thursday, January 27, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 5, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, January 5, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 5, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 11, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, August 11, 2010NON-FINAL ACTION E-MAILED
Wednesday, August 11, 2010NON-FINAL ACTION WRITTEN
Wednesday, August 11, 2010ASSIGNED TO EXAMINER
Wednesday, May 5, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, May 4, 2010NEW APPLICATION ENTERED

Related Keywords

advisor charismatic investing securities broker dealers financial field services namely conducting programs