| Serial Number | 87683876 |
| Word Mark | A ADDEPAR |
| Filing Date | Tuesday, November 14, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, December 4, 2024 |
| Registration Number | 5507118 |
| Registration Date | Tuesday, July 3, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 17, 2018 |
| Description of Mark | The mark consists of the word "ADDEPAR" to the right 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". |
| 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 | 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 | Monday, November 27, 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 |
| Friday, November 17, 2017 | NEW APPLICATION ENTERED |
| Monday, November 27, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 28, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, January 8, 2018 | TEAS AMENDMENT OF USE RECEIVED |
| 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 | USE AMENDMENT ACCEPTED |
| 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 |
| Saturday, February 3, 2018 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE 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 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, March 8, 2018 | ASSIGNED TO LIE |
| Wednesday, March 28, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 17, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 17, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 3, 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, July 3, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, June 25, 2024 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, December 4, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, December 4, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, December 4, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, February 17, 2026 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, February 17, 2026 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, February 17, 2026 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 17, 2026 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, February 17, 2026 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 17, 2026 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |