| Serial Number | 87982718 |
| Word Mark | ADDEPAR |
| Filing Date | Thursday, December 21, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 14, 2020 |
| Registration Number | 6034412 |
| Registration Date | Tuesday, April 14, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 16, 2019 |
| Goods and Services | Business advice and information relating to the financial services industry, financial advisers, wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, accounting, reporting, client management, and customer relationship management (CRM); preparation of reports relating to finance and investments; financial records management; assistance, advisory services and consultancy with regard to data management and aggregation, accounting, data reporting, business client management, and customer relationship management (CRM); compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; analyzing and compiling data for measuring the performance of financial markets; business research |
| Goods and Services | platform as a service (PAAS) featuring computer software platforms 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 | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 10, 2018 |
| Primary Code | 035 |
| 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 | Friday, February 15, 2019 |
| 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, February 2, 2018 | NON-FINAL ACTION WRITTEN |
| Monday, December 25, 2017 | NEW APPLICATION ENTERED |
| Wednesday, January 10, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 2, 2018 | ASSIGNED TO EXAMINER |
| Friday, February 2, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, February 2, 2018 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 31, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 31, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 31, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 15, 2018 | NON-FINAL ACTION WRITTEN |
| Wednesday, August 15, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, August 15, 2018 | NON-FINAL ACTION E-MAILED |
| Thursday, February 14, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, February 14, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 15, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 20, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 27, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 16, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 16, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 11, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 10, 2019 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, December 10, 2019 | SOU EXTENSION 1 FILED |
| Tuesday, December 10, 2019 | SOU EXTENSION 1 GRANTED |
| Thursday, December 12, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, January 10, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Friday, January 10, 2020 | TEAS REQUEST TO DIVIDE RECEIVED |
| Friday, January 10, 2020 | DIVISIONAL REQUEST RECEIVED |
| Friday, January 10, 2020 | USE AMENDMENT FILED |
| Tuesday, February 11, 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, February 11, 2020 | DIVISIONAL PROCESSING COMPLETE |
| Tuesday, February 11, 2020 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, March 4, 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, March 5, 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, March 6, 2020 | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED |
| Thursday, March 12, 2020 | ELECTRONIC RECORD REVIEW COMPLETE |
| Friday, March 13, 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, April 14, 2020 | 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, April 14, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |