| Serial Number | 88359688 |
| Word Mark | TAX-ADVANTAGED INCOME FOR LIFE | LEGACY OF CHARITABLE GIVING |
| Filing Date | Wednesday, March 27, 2019 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Friday, February 20, 2026 |
| Registration Number | 5847408 |
| Registration Date | Tuesday, August 27, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | 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 |
| 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 | Monday, April 15, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 17, 2019 |
| First Use In Commerce Date | Monday, June 17, 2019 |
| Party Name | EV LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02110 US |
| Party Name | EV LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02110 US |
| Party Name | The Trustee of Eaton Vance Management |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Boston, MA 02110 US |
| Party Name | The Trustee of Eaton Vance Management |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Boston, MA 02110 US |
| Event Date | Event Description |
| Saturday, March 30, 2019 | NEW APPLICATION ENTERED |
| Monday, April 15, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, April 16, 2019 | ASSIGNED TO EXAMINER |
| Tuesday, April 16, 2019 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 16, 2019 | NON-FINAL ACTION E-MAILED |
| Tuesday, April 16, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 18, 2019 | TEAS AMENDMENT OF USE RECEIVED |
| Wednesday, June 19, 2019 | USE AMENDMENT FILED |
| Wednesday, June 19, 2019 | AMENDMENT TO USE PROCESSING COMPLETE |
| Tuesday, June 18, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 18, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 18, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 19, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, July 5, 2019 | USE AMENDMENT ACCEPTED |
| Saturday, July 6, 2019 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Monday, July 8, 2019 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Monday, July 15, 2019 | ASSIGNED TO LIE |
| Monday, July 22, 2019 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, August 27, 2019 | REGISTERED-SUPPLEMENTAL REGISTER |
| Wednesday, August 17, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, February 8, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, August 27, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 11, 2025 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Tuesday, February 11, 2025 | TEAS SECTION 8 RECEIVED |
| Friday, December 26, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, January 2, 2026 | POST REGISTRATION ACTION MAILED - SEC. 8 |
| Tuesday, February 17, 2026 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Friday, February 20, 2026 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Friday, February 20, 2026 | POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED |
| Friday, February 20, 2026 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |