Application

TARGETDATEVISUALIZER

Putnam Retail Management, LP

Trademark/Service Mark Application, Principal Register

Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)

Trademark/Service Mark Application, Principal Register

Serial Number: 88822631
Filing Date: 03/05/020

The table below presents the data as entered.

Input Field
Entered
SERIAL NUMBER 88822631
MARK INFORMATION
*MARK TARGETDATEVISUALIZER
STANDARD CHARACTERS YES
USPTO-GENERATED IMAGE YES
LITERAL ELEMENT TARGETDATEVISUALIZER
MARK STATEMENT The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER Principal
APPLICANT INFORMATION
*OWNER OF MARK Putnam Retail Management, LP
*MAILING ADDRESS 100 Federal St
*CITY Boston
*STATE
(Required for U.S. applicants)
Massachusetts
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
02110
*EMAIL ADDRESS tm@gesmer.com
LEGAL ENTITY INFORMATION
TYPE limited partnership
STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY WHERE LEGALLY ORGANIZED Massachusetts
NAME(S) OF GENERAL PARTNER(S) & CITIZENSHIP/INCORPORATION Putnam Retail Management GP, a Massachusetts general partnership and Putnam Investments, LLC, a Delaware limited liability company
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS 009 
*IDENTIFICATION Computer software for use in financial data analysis and investment portfolio modeling; downloadable software in the nature of a mobile application for use in financial data analysis and investment portfolio modeling.
FILING BASIS SECTION 1(b)
INTERNATIONAL CLASS 042 
*IDENTIFICATION Providing temporary use of a web-based software application for use in financial data analysis and investment portfolio modeling.
FILING BASIS SECTION 1(b)
ADDITIONAL STATEMENTS SECTION
ACTIVE PRIOR REGISTRATION(S) The applicant claims ownership of active prior U.S. Registration Number(s) 5589390.
ATTORNEY INFORMATION
NAME Matthew Connors
ATTORNEY DOCKET NUMBER 10702
ATTORNEY BAR MEMBERSHIP NUMBER XXX
YEAR OF ADMISSION XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY XX
FIRM NAME Gesmer Updegrove LLP
STREET 40 Broad St
CITY Boston
STATE Massachusetts
COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
ZIP/POSTAL CODE 02109
PHONE 617-350-6800
EMAIL ADDRESS trademarks@gesmer.com
OTHER APPOINTED ATTORNEY Shannon M. Nolley, William Hilton
CORRESPONDENCE INFORMATION
NAME Matthew Connors
PRIMARY EMAIL ADDRESS FOR CORRESPONDENCE trademarks@gesmer.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES) NOT PROVIDED
FEE INFORMATION
APPLICATION FILING OPTION TEAS Standard
NUMBER OF CLASSES 2
APPLICATION FOR REGISTRATION PER CLASS 275
*TOTAL FEES DUE 550
*TOTAL FEES PAID 550
SIGNATURE INFORMATION
SIGNATURE /Shannon M. Nolley/
SIGNATORY'S NAME Shannon M. Nolley
SIGNATORY'S POSITION Attorney of record, Massachusetts bar member
DATE SIGNED 03/05/2020



Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)


Trademark/Service Mark Application, Principal Register

Serial Number: 88822631
Filing Date: 03/05/020

To the Commissioner for Trademarks:

MARK: TARGETDATEVISUALIZER (Standard Characters, see mark)
The literal element of the mark consists of TARGETDATEVISUALIZER. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Putnam Retail Management, LP, a limited partnership legally organized under the laws of Massachusetts, comprising of Putnam Retail Management GP, a Massachusetts general partnership and Putnam Investments, LLC, a Delaware limited liability company, having an address of
      100 Federal St
      Boston, Massachusetts 02110
      United States
      tm@gesmer.com

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

International Class 009:  Computer software for use in financial data analysis and investment portfolio modeling; downloadable software in the nature of a mobile application for use in financial data analysis and investment portfolio modeling.
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.

International Class 042:  Providing temporary use of a web-based software application for use in financial data analysis and investment portfolio modeling.
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.


Claim of Active Prior Registration(s)
The applicant claims ownership of active prior U.S. Registration Number(s) 5589390.


The owner's/holder's proposed attorney information: Matthew Connors. Other appointed attorneys are Shannon M. Nolley, William Hilton. Matthew Connors of Gesmer Updegrove LLP, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
      40 Broad St
      Boston, Massachusetts 02109
      United States
      617-350-6800(phone)
      trademarks@gesmer.com
The docket/reference number is 10702.
Matthew Connors submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S. Commonwealth or territory.

The applicant's current Correspondence Information:
      Matthew Connors
       PRIMARY EMAIL FOR CORRESPONDENCE: trademarks@gesmer.com       SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): NOT PROVIDED


Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).
A fee payment in the amount of $550 has been submitted with the application, representing payment for 2 class(es).

Declaration

Declaration Signature

Signature: /Shannon M. Nolley/   Date: 03/05/2020
Signatory's Name: Shannon M. Nolley
Signatory's Position: Attorney of record, Massachusetts bar member
Payment Sale Number: 88822631
Payment Accounting Date: 03/05/2020

Serial Number: 88822631
Internet Transmission Date: Thu Mar 05 15:41:57 ET 2020
TEAS Stamp: USPTO/BAS-XX.XXX.X.XXX-20200305154157991
482-88822631-7101e89c0cf9e71137c6ea710b1
52689c2d3b3245385229bb224ee03819298db-CC
-41565537-20200305152746544200

Application [image/jpeg]


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