ADDEPAR Trademark

Trademark Overview

On Tuesday, October 24, 2017, a trademark application was filed for ADDEPAR with the United States Patent and Trademark Office. The USPTO has given the ADDEPAR trademark a serial number of 87982223. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, December 16, 2025. This trademark is owned by Addepar, Inc.. The ADDEPAR trademark is filed in the Insurance & Financial Services category with the following description:

Providing information in the field of finance; financial research and information services; financial analysis services; monitoring financial markets for investment purposes; financial evaluation, tracking, and analysis relating to securities and other financial instruments; financial services, namely, assistance, advisory services and consultancy with regard to financial advisers, wealth management, and investment portfolio analytics
addepar

General Information

Serial Number87982223
Word MarkADDEPAR
Filing DateTuesday, October 24, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, December 16, 2025
Registration Number5950964
Registration DateTuesday, December 31, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 18, 2018

Trademark Statements

Goods and ServicesProviding information in the field of finance; financial research and information services; financial analysis services; monitoring financial markets for investment purposes; financial evaluation, tracking, and analysis relating to securities and other financial instruments; financial services, namely, assistance, advisory services and consultancy with regard to financial advisers, wealth management, and investment portfolio analytics

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, November 2, 2017
Primary Code036
First Use Anywhere DateMonday, March 15, 2010
First Use In Commerce DateMonday, March 15, 2010

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, October 27, 2017NEW APPLICATION ENTERED
Thursday, November 2, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, February 2, 2018ASSIGNED TO EXAMINER
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
Tuesday, July 31, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 31, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 31, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 1, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, August 10, 2018ASSIGNED TO LIE
Wednesday, August 29, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 18, 2018PUBLISHED FOR OPPOSITION
Tuesday, September 18, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 13, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 30, 2019SOU TEAS EXTENSION RECEIVED
Tuesday, April 30, 2019SOU EXTENSION 1 FILED
Tuesday, April 30, 2019SOU EXTENSION 1 GRANTED
Thursday, May 2, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, October 15, 2019SOU TEAS EXTENSION RECEIVED
Tuesday, October 15, 2019SOU EXTENSION 2 FILED
Tuesday, October 15, 2019SOU EXTENSION 2 GRANTED
Thursday, October 17, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, October 15, 2019TEAS STATEMENT OF USE RECEIVED
Wednesday, October 30, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, October 15, 2019TEAS REQUEST TO DIVIDE RECEIVED
Tuesday, October 15, 2019DIVISIONAL REQUEST RECEIVED
Thursday, October 31, 2019DIVISIONAL PROCESSING COMPLETE
Tuesday, October 15, 2019USE AMENDMENT FILED
Thursday, October 31, 2019STATEMENT OF USE PROCESSING COMPLETE
Friday, November 22, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, November 23, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 31, 2019REGISTERED-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
Tuesday, December 31, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, September 11, 2025TEAS SECTION 8 & 15 RECEIVED
Monday, December 15, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, December 16, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, December 16, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Related Keywords

addepar financial services investment analysis information regard consultancy assistance namely advisory