A ADDEPAR Trademark

Trademark Overview

On Tuesday, November 14, 2017, a trademark application was filed for A ADDEPAR with the United States Patent and Trademark Office. The USPTO has given the A ADDEPAR trademark a serial number of 87683876. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Wednesday, December 4, 2024. This trademark is owned by Addepar, Inc.. The A ADDEPAR trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

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 r...
a addepar

General Information

Serial Number87683876
Word MarkA ADDEPAR
Filing DateTuesday, November 14, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, December 4, 2024
Registration Number5507118
Registration DateTuesday, July 3, 2018
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, April 17, 2018

Trademark Statements

Description of MarkThe 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 claimedColor is not claimed as a feature of the mark.
Goods and ServicesProviding 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)

Classification Information

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, November 27, 2017
Primary Code042
First Use Anywhere DateMonday, December 31, 2012
First Use In Commerce DateMonday, December 31, 2012

Trademark Owner History

Party NameAddepar, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 10017
Party NameAddepar, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMountain View, CA 94041
Party NameAddepar, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMountain View, CA 94041

Trademark Events

Event DateEvent Description
Friday, November 17, 2017NEW APPLICATION ENTERED
Monday, November 27, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, November 28, 2017NOTICE OF DESIGN SEARCH CODE E-MAILED
Monday, January 8, 2018TEAS AMENDMENT OF USE RECEIVED
Tuesday, January 9, 2018USE AMENDMENT FILED
Tuesday, January 9, 2018AMENDMENT TO USE PROCESSING COMPLETE
Friday, February 2, 2018ASSIGNED TO EXAMINER
Friday, February 2, 2018USE AMENDMENT ACCEPTED
Friday, February 2, 2018NON-FINAL ACTION WRITTEN
Friday, February 2, 2018NON-FINAL ACTION E-MAILED
Friday, February 2, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, February 3, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, February 28, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, February 28, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, March 1, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, March 2, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, March 8, 2018ASSIGNED TO LIE
Wednesday, March 28, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 17, 2018PUBLISHED FOR OPPOSITION
Tuesday, April 17, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 3, 2018REGISTERED-PRINCIPAL REGISTER
Thursday, December 8, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, December 8, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, December 8, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, December 8, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, December 8, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, July 3, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, June 25, 2024TEAS SECTION 8 & 15 RECEIVED
Wednesday, December 4, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, December 4, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, December 4, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Related Keywords

addepar management financial analytics data portfolio asset fund investment aggregation accounting