USPTO serial 88720254
TAX FORWARD 365
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 15, 2020
- Examiner
- KETCHUM, BRENDAN J
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
Need help with TAX FORWARD 365?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Get help with this Renewal, set up monitoring, or talk with CopyMark.
Get Attorney Assistance for just $299*
Plus Government fees of $325
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
The Trustees of Eaton Vance Management Trust
Boston, MA
Other trademarks owned by The Trustees of Eaton Vance Management Trust
The Trustees of Eaton Vance Management Trust
Boston, MA
Other trademarks owned by The Trustees of Eaton Vance Management Trust
The Trustees of Eaton Vance Management Trust
Boston, MA
Other trademarks owned by The Trustees of Eaton Vance Management Trust
BOSTON, MA
BOSTON, MA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Richard Sampson
Richard Sampson DAVIS, MALM & D'AGOSTINE, P.C.ONE BOSTON PLACE, SUITE 3700BOSTON, MA 02108UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | 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 | ACTIVE | Nov 18, 2019 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by The Trustees of Eaton Vance Management Trust
- Other trademarks owned by The Trustees of Eaton Vance Management Trust
- Other trademarks owned by The Trustees of Eaton Vance Management Trust
- Other trademarks owned by EV LLC
- Other trademarks owned by EV LLC
- Other trademarks in Class 036
- Similar marks named TAX FORWARD 365
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 15, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 8, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 17, 2022 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 15, 2020 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Aug 14, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 13, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 9, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 6, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jun 15, 2020 | IUAF | USE AMENDMENT FILED | — |
| Jun 15, 2020 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jun 9, 2020 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Apr 14, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 14, 2020 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Mar 25, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 11, 2020 | ALIE | ASSIGNED TO LIE | — |
| Mar 3, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 11, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 11, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 11, 2020 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 27, 2020 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 27, 2020 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 27, 2020 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 17, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 12, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 12, 2019 | NWAP | NEW APPLICATION ENTERED | — |