Trademark: 90240872
Word
ADDEPARGO
Status
Registered
Status Code
700
Status Date
Tuesday, June 28, 2022
Serial Number
90240872
Registration Number
6775791
Registration Date
Tuesday, June 28, 2022
Mark Type
4000
Filing Date
Wednesday, October 7, 2020
Published for Opposition
Tuesday, July 20, 2021

Trademark Owner History
Addepar, Inc. - Original Registrant

Classifications
42 Cloud computing featuring software for use in 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); Platform as a service (PAAS) featuring computer software platforms 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 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); 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); 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) ; 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)

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
Jun 28, 2022
Notice Of Registration Confirmation Emailed
Jun 28, 2022
Registered-Principal Register
May 26, 2022
Notice Of Acceptance Of Statement Of Use E-Mailed
May 25, 2022
Allowed Principal Register - Sou Accepted
May 25, 2022
Assigned To Examiner
May 3, 2022
Statement Of Use Processing Complete
Apr 19, 2022
Use Amendment Filed
May 3, 2022
Case Assigned To Intent To Use Paralegal
Apr 19, 2022
Teas Statement Of Use Received
Mar 12, 2022
Notice Of Approval Of Extension Request E-Mailed
Mar 10, 2022
Sou Extension 1 Granted
Mar 10, 2022
Sou Extension 1 Filed
Mar 10, 2022
Teas Extension Received
Sep 14, 2021
Noa E-Mailed - Sou Required From Applicant
Jul 20, 2021
Official Gazette Publication Confirmation E-Mailed
Jul 20, 2021
Published For Opposition
Jun 30, 2021
Notification Of Notice Of Publication E-Mailed
Jun 16, 2021
Approved For Pub - Principal Register
Jun 15, 2021
Teas/Email Correspondence Entered
Jun 15, 2021
Correspondence Received In Law Office
Jun 10, 2021
Assigned To Lie
Mar 19, 2021
Teas Response To Office Action Received
Mar 10, 2021
Notification Of Non-Final Action E-Mailed
Mar 10, 2021
Non-Final Action E-Mailed
Mar 10, 2021
Non-Final Action Written
Mar 5, 2021
Assigned To Examiner
Nov 21, 2020
New Application Office Supplied Data Entered
Oct 10, 2020
New Application Entered

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Trademark Alertz updated from USPTO on 2030-01-24