TAX FORWARD 365
The Trustee of Eaton Vance Management
Mark For: TAX FORWARD 365® trademark registration is intended to cover the categories of
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| Serial Number | 88720254 |
| Registration Number | 6155248 |
| Mark Literal Elements | TAX FORWARD 365 |
| Mark Drawing Type | 4 - STANDARD CHARACTER MARK |
| Mark Type | SERVICE MARK |
| Register | PRINCIPAL |
| Current Location | NEW APPLICATION PROCESSING 2019-12-13 |
| Basis | 1(b) |
| Class Status | ACTIVE |
| Primary US Classes |
|
| Primary International Class |
|
| Filed Use | No |
| Current Use | No |
| Intent To Use | Yes |
| Filed ITU | Yes |
| 44D Filed | No |
| 44E Current | No |
| 66A Current | No |
| Current Basis | No |
| No Basis | No |
| Attorney Name | Richard Sampson |
| Attorney Docket Number | 1216122 |
Timeline
| 2019-12-09 | Application Filed |
| 2019-12-13 | Location: NEW APPLICATION PROCESSING |
| 2019-12-13 | Status: Live/Pending |
| 2019-12-13 | Status: New application will be assigned to an examining attorney approximately 3 months after filing date. |
| 2019-12-13 | Transaction Date |
| 2020-09-15 | Trademark Registered |
Trademark Parties (Applicants & Owners)
| Party: |  The Trustee of Eaton Vance Management |
| Address | Two International Place Boston, MASSACHUSETTS UNITED STATES 02110 |
| Legal Entity Type | Business Trust |
| Legal Entity State | UNITED STATES |
| Party: | The Trustees of Eaton Vance Management Trust |
| Address | Two International Place Boston, MASSACHUSETTS UNITED STATES 02110 |
| Legal Entity Type | Business Trust |
| Legal Entity State | UNITED STATES |
*multiple parties listed, check assignment documents for ownership information
Documents
 Drawing | JPEG | 2019-12-09 |
 TEAS RF New Application | MULTI | 2019-12-09 |
| Offc Action Outgoing | MULTI | 2020-01-27 |
| XSearch Search Summary | XML | 2020-01-27 |
| Response to Office Action | XML | 2020-02-11 |
| Amendment and Mail Process Complete | MULTI | 2020-02-12 |
| TRAM Snapshot of App at Pub for Oppostn | MULTI | 2020-03-04 |
| Notice of Publication | XML | 2020-03-25 |
| Notification Of Notice of Publication | XML | 2020-03-25 |
| OG Publication Confirmation | APPLICATION/XML | 2020-04-14 |
| Notice of Allowance | XML | 2020-06-09 |
| Specimen | JPEG | 2020-06-15 |
| Statement of Use | MULTI | 2020-06-15 |
| ITU Unit Action | MULTI | 2020-07-10 |
| Notice of Acceptance of Statement of Use | XML | 2020-08-14 |
| TRAM Snapshot of App at Pub for Oppostn | MULTI | 2020-08-14 |
| Registration Certificate | 2020-09-15 |
Attorney of Record
Good, Services, and Codes
IC 036. US 100 101 102. G & S: 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. FIRST USE: 20191118. FIRST USE IN COMMERCE: 20191118
| International Codes: | 36 |
| U.S. Codes: | 100,101,102 |
| Type Code | Type |
|---|---|
| GS0361 | 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 |
| D10000 | "TAX" |
Trademark Filing History
| Description | Date | Proceeding Number |
|---|---|---|
| REGISTERED-PRINCIPAL REGISTER | 2020-09-15 | |
| NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | 2020-08-14 | |
| ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | 2020-08-13 | |
| STATEMENT OF USE PROCESSING COMPLETE | 2020-07-09 | 65362 |
| CASE ASSIGNED TO INTENT TO USE PARALEGAL | 2020-07-06 | 65362 |
| USE AMENDMENT FILED | 2020-06-15 | 65362 |
| TEAS STATEMENT OF USE RECEIVED | 2020-06-15 | |
| NOA E-MAILED - SOU REQUIRED FROM APPLICANT | 2020-06-09 | |
| PUBLISHED FOR OPPOSITION | 2020-04-14 | |
| OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | 2020-04-14 | |
| NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | 2020-03-25 | |
| ASSIGNED TO LIE | 2020-03-11 | 70629 |
| APPROVED FOR PUB - PRINCIPAL REGISTER | 2020-03-03 | |
| TEAS/EMAIL CORRESPONDENCE ENTERED | 2020-02-11 | 88889 |
| TEAS RESPONSE TO OFFICE ACTION RECEIVED | 2020-02-11 | |
| CORRESPONDENCE RECEIVED IN LAW OFFICE | 2020-02-11 | 88889 |
| NOTIFICATION OF NON-FINAL ACTION E-MAILED | 2020-01-27 | 6325 |
| NON-FINAL ACTION WRITTEN | 2020-01-27 | 93661 |
| NON-FINAL ACTION E-MAILED | 2020-01-27 | 6325 |
| ASSIGNED TO EXAMINER | 2020-01-17 | 93661 |
| NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM | 2019-12-12 | |
| NEW APPLICATION ENTERED IN TRAM | 2019-12-12 |
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