| Serial Number | 88720320 |
| Word Mark | THE AFTER-TAX ADVISOR |
| Filing Date | Monday, December 9, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 29, 2020 |
| Registration Number | 6166088 |
| Registration Date | Tuesday, September 29, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Educational services, namely, conducting programs in the field of financial investing for securities broker/dealers |
| 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 |
| NOT AVAILABLE | "ADVISOR" |
| 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 | Thursday, December 12, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, December 15, 2019 |
| First Use In Commerce Date | Sunday, December 15, 2019 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, December 12, 2019 |
| Primary Code | 041 |
| First Use Anywhere Date | Sunday, December 15, 2019 |
| First Use In Commerce Date | Sunday, December 15, 2019 |
| Party Name | EV LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02110 |
| Party Name | EV LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02110 |
| Party Name | The Trustee of Eaton Vance Management |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Boston, MA 02110 |
| Party Name | The Trustee of Eaton Vance Management |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Boston, MA 02110 |
| Event Date | Event Description |
| Thursday, December 12, 2019 | NEW APPLICATION ENTERED |
| Thursday, December 12, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 17, 2020 | ASSIGNED TO EXAMINER |
| Monday, January 27, 2020 | NON-FINAL ACTION WRITTEN |
| Monday, January 27, 2020 | NON-FINAL ACTION E-MAILED |
| Monday, January 27, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 28, 2020 | TEAS AMENDMENT OF USE RECEIVED |
| Tuesday, April 28, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 29, 2020 | USE AMENDMENT FILED |
| Wednesday, April 29, 2020 | AMENDMENT TO USE PROCESSING COMPLETE |
| Monday, May 4, 2020 | ASSIGNED TO LIE |
| Tuesday, May 5, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 5, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 10, 2020 | USE AMENDMENT ACCEPTED |
| Wednesday, June 10, 2020 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 10, 2020 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 10, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 11, 2020 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Wednesday, August 5, 2020 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, August 11, 2020 | ASSIGNED TO LIE |
| Tuesday, August 18, 2020 | ASSIGNED TO LIE |
| Tuesday, August 25, 2020 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, June 30, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 7, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 7, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, September 29, 2020 | REGISTERED-SUPPLEMENTAL REGISTER |
| Wednesday, February 8, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, September 29, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, August 17, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |