TAX FORWARD 365 Trademark

Trademark Overview


On Monday, December 9, 2019, a trademark application was filed for TAX FORWARD 365 with the United States Patent and Trademark Office. The USPTO has given the TAX FORWARD 365 trademark a serial number of 88720254. The federal status of this trademark filing is REGISTERED as of Tuesday, September 15, 2020. This trademark is owned by The Trustees of Eaton Vance Management Trust. The TAX FORWARD 365 trademark is filed in the Insurance & Financial Services category with the following description:

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
tax forward 365

General Information


Serial Number88720254
Word MarkTAX FORWARD 365
Filing DateMonday, December 9, 2019
Status700 - REGISTERED
Status DateTuesday, September 15, 2020
Registration Number6155248
Registration DateTuesday, September 15, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 14, 2020

Trademark Statements


Pseudo MarkTAX FORWARD THREE HUNDRED SIXTY FIVE; TAX FORWARD THREE SIX FIVE; TAX FORWARD THREE SIXTY FIVE
Goods and ServicesFund 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
Disclaimer with Predetermined Text"TAX"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, December 12, 2019
Primary Code036
First Use Anywhere DateMonday, November 18, 2019
First Use In Commerce DateMonday, November 18, 2019

Trademark Owner History


Party NameEV LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressBOSTON, MA 02110

Party NameEV LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressBOSTON, MA 02110

Party NameThe Trustees of Eaton Vance Management Trust
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressBoston, MA 02110

Party NameThe Trustees of Eaton Vance Management Trust
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressBoston, MA 02110

Party NameThe Trustees of Eaton Vance Management Trust
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressBoston, MA 02110

Trademark Events


Event DateEvent Description
Wednesday, February 8, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, August 17, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, September 15, 2020REGISTERED-PRINCIPAL REGISTER
Friday, August 14, 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, August 13, 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, July 9, 2020STATEMENT OF USE PROCESSING COMPLETE
Monday, June 15, 2020USE AMENDMENT FILED
Monday, July 6, 2020CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, June 15, 2020TEAS STATEMENT OF USE RECEIVED
Tuesday, June 9, 2020NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 14, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 14, 2020PUBLISHED FOR OPPOSITION
Wednesday, March 25, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, March 11, 2020ASSIGNED TO LIE
Tuesday, March 3, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, February 11, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, February 11, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, February 11, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, January 27, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, January 27, 2020NON-FINAL ACTION E-MAILED
Monday, January 27, 2020NON-FINAL ACTION WRITTEN
Friday, January 17, 2020ASSIGNED TO EXAMINER
Thursday, December 12, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, December 12, 2019NEW APPLICATION ENTERED