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 CANCELLED - SECTION 8 as of Friday, December 27, 2024. 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 | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, December 27, 2024 |
| Registration Number | 5489590 |
| Registration Date | Tuesday, June 12, 2018 |
| Mark Drawing | 4 - 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 |
| NOT AVAILABLE | "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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 27, 2024 |
| 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 |
| Thursday, August 3, 2017 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Thursday, May 4, 2017 | NEW APPLICATION ENTERED |
| Friday, May 5, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 27, 2017 | ASSIGNED TO EXAMINER |
| Thursday, August 3, 2017 | PRIORITY ACTION E-MAILED |
| Thursday, August 3, 2017 | PRIORITY ACTION WRITTEN |
| Wednesday, January 31, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 31, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, January 31, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 7, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 27, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 27, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 12, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, August 17, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, February 8, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Sunday, February 18, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, June 12, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, December 27, 2024 | CANCELLED SEC. 8 (6-YR) |
