PERSONALIZED INVESTING. BEYOND PASSIVE. Trademark

Serial Number: 87431697 • Registration: 5489590

PERSONALIZED INVESTING. BEYOND PASSIVE. is a trademark filed by The Trustee of Eaton Vance Management on May 1, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

The Trustee of Eaton Vance Management (46 trademarks)

255 State Street
Boston, MA 02109

Entity Type: 99

EV LLC (21 trademarks)

TWO INTERNATIONAL PLACE
BOSTON, MA 02110

Entity Type: 16

Legal Representation

Attorney of Record

Richard L Sampson

226 trademarks filed View all →

Correspondence Address

RICHARD L. SAMPSON DAVIS, MALM & D'AGOSTINE, P.C.

ONE BOSTON PLACE

BOSTON, MA 02108

UNITED STATES

Trademark Details

Filing Date

May 1, 2017

Registration Date

June 12, 2018

First Use Anywhere

March 1, 2017

First Use in Commerce

March 1, 2017

Published for Opposition

March 27, 2018

Cancellation Date

December 27, 2024

Goods & 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