| Serial Number | 87657657 |
| Word Mark | A |
| Filing Date | Tuesday, October 24, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 26, 2018 |
| Registration Number | 5501482 |
| Registration Date | Tuesday, June 26, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 10, 2018 |
| Description of Mark | The mark consists of a design of the letter "A" comprised of a parallelogram forming the left side of "A" and a smaller parallelogram forming the right side of "A". |
| Goods and Services | 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 |
| Pseudo Mark | ADDEPAR |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | 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) |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 2, 2017 |
| Primary Code | 009 |
| First Use Anywhere Date | Friday, February 17, 2012 |
| First Use In Commerce Date | Friday, February 17, 2012 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 2, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, December 31, 2012 |
| First Use In Commerce Date | Monday, December 31, 2012 |
| Party Name | Addepar, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10017 |
| Party Name | Addepar, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Mountain View, CA 94041 |
| Party Name | Addepar, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Mountain View, CA 94041 |
| Event Date | Event Description |
| Monday, January 8, 2018 | TEAS AMENDMENT OF USE RECEIVED |
| Friday, October 27, 2017 | NEW APPLICATION ENTERED |
| Thursday, November 2, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, November 3, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, January 9, 2018 | USE AMENDMENT FILED |
| Tuesday, January 9, 2018 | AMENDMENT TO USE PROCESSING COMPLETE |
| Friday, February 2, 2018 | ASSIGNED TO EXAMINER |
| Friday, February 2, 2018 | NON-FINAL ACTION WRITTEN |
| Friday, February 2, 2018 | NON-FINAL ACTION E-MAILED |
| Friday, February 2, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 28, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 28, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 1, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, March 2, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, March 2, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Friday, March 2, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, March 2, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Friday, March 2, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 2, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, March 2, 2018 | USE AMENDMENT ACCEPTED |
| Friday, March 2, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, March 3, 2018 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Thursday, March 8, 2018 | ASSIGNED TO LIE |
| Wednesday, March 21, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 10, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 10, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 26, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, December 8, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, December 8, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, December 8, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 8, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 8, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, June 26, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, June 25, 2024 | TEAS SECTION 8 & 15 RECEIVED |