PERSONALIZED INVESTING. BEYOND PASSIVE. Trademark
Trademark Overview
On Monday, May 1, 2017, a trademark application was filed for PERSONALIZED INVESTING. BEYOND PASSIVE. with the United States Patent and Trademark Office. The USPTO has given the PERSONALIZED INVESTING. BEYOND PASSIVE. trademark a serial number of 87431697. The federal status of this trademark filing is REGISTERED as of Tuesday, June 12, 2018. This trademark is owned by The Trustee of Eaton Vance Management. The PERSONALIZED INVESTING. BEYOND PASSIVE. trademark is filed in the Insurance & Financial Services category with the following description:
Design and management of tax efficient rules-based portfolios comprising a combination of equities and bonds; Fund investment, financial administration, fund distribution, financial investment brokerage, and investment advisory services for tax efficient rules-based portfolios comprising a combination of equities and bonds; Financial services, namely, administration of transactions by funds involving tax efficient rules-based portfolios comprising a combination of equities and bonds
General Information
| Serial Number | 87431697 |
| Word Mark | PERSONALIZED INVESTING. BEYOND PASSIVE. |
| Filing Date | Monday, May 1, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 12, 2018 |
| Registration Number | 5489590 |
| Registration Date | Tuesday, June 12, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 27, 2018 |
Trademark Statements
| Goods and Services | Design and management of tax efficient rules-based portfolios comprising a combination of equities and bonds; Fund investment, financial administration, fund distribution, financial investment brokerage, and investment advisory services for tax efficient rules-based portfolios comprising a combination of equities and bonds; Financial services, namely, administration of transactions by funds involving tax efficient rules-based portfolios comprising a combination of equities and bonds |
| Disclaimer with Predetermined Text | "PERSONALIZED INVESTING" AND "PASSIVE" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, May 5, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, March 1, 2017 |
| First Use In Commerce Date | Wednesday, March 1, 2017 |
Trademark Owner History
| Party Name | EV LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02110 |
| Party Name | EV LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02110 |
| Party Name | The Trustee of Eaton Vance Management |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Boston, MA 02110 |
| Party Name | The Trustee of Eaton Vance Management |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Boston, MA 02110 |
| Party Name | The Trustee of Eaton Vance Management |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Boston, MA 02110 |
Trademark Events
| Event Date | Event Description |
| Monday, June 12, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, February 8, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, August 17, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, June 12, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 27, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 27, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 7, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Sunday, February 18, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 31, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, January 31, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, January 31, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, August 3, 2017 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Thursday, August 3, 2017 | PRIORITY ACTION E-MAILED |
| Thursday, August 3, 2017 | PRIORITY ACTION WRITTEN |
| Thursday, July 27, 2017 | ASSIGNED TO EXAMINER |
| Friday, May 5, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, May 4, 2017 | NEW APPLICATION ENTERED |
