ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 20 Jun 2025)
What this means for you
Registered since 14 May 2019. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 14 May 2029: the §8 & §9 renewal).
Record
- Serial number
- 87708982
- Registration number
- 5752330
- Mark type
- Slogan / phrase
- Filed
- 05 Dec 2017
- Published for opposition
- 24 Apr 2018
- Registered
- 14 May 2019
- Next maintenance filing
- §8 & §9 renewal, due by 14 May 2029 (grace period to 14 Nov 2029)
- Attorney of record
- Richard L. Sampson
Goods and services
- Class 036 — Insurance and financial 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; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts
Owner
- MORGAN STANLEY, NEW YORK, NY, US
- MIRROR MERGER SUB 2, LLC, LUTHERVILLE TIMONIUM, MD, US
- Eaton Vance Corp., Boston, MA, US
- Eaton Vance Corp., Boston, MA, US
- Eaton Vance Corp., Boston, MA, US
Prosecution history
- 20 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 20 Jun 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 20 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 26 Feb 2025 — TEAS SECTION 8 & 15 RECEIVED
- 14 May 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 05 Oct 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 28 Sept 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 14 May 2019 — REGISTERED-PRINCIPAL REGISTER
- 12 Apr 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 11 Apr 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 11 Apr 2019 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 10 Apr 2019 — STATEMENT OF USE PROCESSING COMPLETE
- 05 Apr 2019 — USE AMENDMENT FILED
- 10 Apr 2019 — SOU EXTENSION 2 GRANTED
- 05 Apr 2019 — SOU EXTENSION 2 FILED