| Serial Number | 87657635 |
| Word Mark | ADDEPAR |
| Filing Date | Tuesday, October 24, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 24, 2019 |
| Registration Number | 5944717 |
| Registration Date | Tuesday, December 24, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 18, 2018 |
| 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 |
| 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 | Monday, March 15, 2010 |
| First Use In Commerce Date | Monday, March 15, 2010 |
| 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 |
| Friday, October 27, 2017 | NEW APPLICATION ENTERED |
| Thursday, November 2, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 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 |
| Tuesday, July 31, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 31, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 31, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 1, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, August 10, 2018 | ASSIGNED TO LIE |
| Wednesday, August 29, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 18, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 18, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 13, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, May 9, 2019 | SOU TEAS EXTENSION RECEIVED |
| Thursday, May 9, 2019 | SOU EXTENSION 1 FILED |
| Thursday, May 9, 2019 | SOU EXTENSION 1 GRANTED |
| Saturday, May 11, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, October 15, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, October 30, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, October 15, 2019 | USE AMENDMENT FILED |
| Wednesday, October 30, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, November 20, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, November 21, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, December 24, 2019 | 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 |
| Tuesday, December 24, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, September 11, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, December 15, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |