| Serial Number | 87708982 |
| Word Mark | ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS |
| Filing Date | Tuesday, December 5, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, June 20, 2025 |
| Registration Number | 5752330 |
| Registration Date | Tuesday, May 14, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 24, 2018 |
| 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; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts |
| 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 | Friday, December 15, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, April 5, 2019 |
| First Use In Commerce Date | Friday, April 5, 2019 |
| Party Name | MORGAN STANLEY |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10036 |
| Party Name | MIRROR MERGER SUB 2, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | LUTHERVILLE TIMONIUM, MD 210932264 |
| Party Name | Eaton Vance Corp. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02110 |
| Party Name | Eaton Vance Corp. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02110 |
| Party Name | Eaton Vance Corp. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02110 |
| Event Date | Event Description |
| Friday, December 8, 2017 | NEW APPLICATION ENTERED |
| Friday, December 15, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 16, 2018 | ASSIGNED TO EXAMINER |
| Thursday, March 22, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 4, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 24, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 24, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 19, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 18, 2018 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, December 18, 2018 | SOU EXTENSION 1 FILED |
| Tuesday, December 18, 2018 | SOU EXTENSION 1 GRANTED |
| Tuesday, December 18, 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, April 5, 2019 | USE AMENDMENT FILED |
| Wednesday, April 10, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, April 10, 2019 | SOU EXTENSION 2 GRANTED |
| Wednesday, April 10, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, April 11, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, April 11, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, December 20, 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, April 5, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Friday, April 5, 2019 | SOU TEAS EXTENSION RECEIVED |
| Friday, April 5, 2019 | SOU EXTENSION 2 FILED |
| Friday, April 12, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, February 26, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, June 20, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, June 20, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, June 20, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, May 14, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 14, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, September 28, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, October 5, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |