Trademark: 87657635
Word
ADDEPAR
Status
Registered
Status Code
700
Status Date
Tuesday, December 24, 2019
Serial Number
87657635
Registration Number
5944717
Registration Date
Tuesday, December 24, 2019
Mark Type
4000
Filing Date
Tuesday, October 24, 2017
Published for Opposition
Tuesday, September 18, 2018

Trademark Owner History
Addepar, Inc. - Original Registrant

Classifications
9 Computer software for aggregating financial service and market data for use in the financial services industry; computer software for managing financial portfolios for use by financial advisers; computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; computer software for reporting portfolio analytics, financial goals, and financial objectives; computer software for client management and customer relationship management (CRM); computer software platforms for aggregating financial service and market data for use in the financial services industry
42 Providing temporary use of non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); cloud computing featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing a website featuring resources, namely, non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)

Trademark Events
Dec 8, 2022
Applicant/Correspondence Changes (Non-Responsive) Entered
Dec 8, 2022
Teas Change Of Correspondence Received
Dec 8, 2022
Attorney/Dom.Rep.Revoked And/Or Appointed
Dec 8, 2022
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Dec 8, 2022
Teas Change Of Owner Address Received
Dec 24, 2019
Registered-Principal Register
Nov 21, 2019
Notice Of Acceptance Of Statement Of Use E-Mailed
Nov 20, 2019
Allowed Principal Register - Sou Accepted
Oct 30, 2019
Statement Of Use Processing Complete
Oct 15, 2019
Use Amendment Filed
Oct 30, 2019
Case Assigned To Intent To Use Paralegal
Oct 15, 2019
Teas Statement Of Use Received
May 11, 2019
Notice Of Approval Of Extension Request E-Mailed
May 9, 2019
Sou Extension 1 Granted
May 9, 2019
Sou Extension 1 Filed
May 9, 2019
Teas Extension Received
Nov 13, 2018
Noa E-Mailed - Sou Required From Applicant
Sep 18, 2018
Official Gazette Publication Confirmation E-Mailed
Sep 18, 2018
Published For Opposition
Aug 29, 2018
Notification Of Notice Of Publication E-Mailed
Aug 10, 2018
Assigned To Lie
Aug 1, 2018
Approved For Pub - Principal Register
Jul 31, 2018
Teas/Email Correspondence Entered
Jul 31, 2018
Correspondence Received In Law Office
Jul 31, 2018
Teas Response To Office Action Received
Feb 2, 2018
Notification Of Non-Final Action E-Mailed
Feb 2, 2018
Non-Final Action E-Mailed
Feb 2, 2018
Non-Final Action Written
Feb 2, 2018
Assigned To Examiner
Nov 2, 2017
New Application Office Supplied Data Entered
Oct 27, 2017
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24