| Serial Number | 85833968 |
| Word Mark | ADVENT DIRECT |
| Filing Date | Monday, January 28, 2013 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, November 20, 2020 |
| Registration Number | 4515949 |
| Registration Date | Tuesday, April 15, 2014 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 25, 2013 |
| Disclaimer with Predetermined Text | "DIRECT" |
| Goods and Services | Software as a service (SaaS) featuring software in the field of financial portfolio management, namely, used for investment tracking, portfolio analysis, investment reporting, investment performance management, financial instrument trades tracking, trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking management, investment billing management, investment account billing, receivables tracking, revenue distribution and reporting, financial instruments trading compliance, management of margin, financing and stock borrow requirements; Software as a service (SaaS) featuring customer relationship management software for use by portfolio managers and financial advisors; Software as a service (SaaS) featuring research management software, namely, software for the collection, editing, organizing, modifying, bookmarking, transmission, storage and sharing of data and information |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, November 20, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, December 31, 2013 |
| First Use In Commerce Date | Tuesday, December 31, 2013 |
| Party Name | Advent Software, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94103 |
| Party Name | Advent Software, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94103 |
| Party Name | Advent Software, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94103 |
| Event Date | Event Description |
| Friday, November 20, 2020 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, May 29, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, May 29, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, April 15, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, July 11, 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, July 22, 2015 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, July 15, 2015 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, April 15, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 11, 2014 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, March 10, 2014 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Thursday, March 6, 2014 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, March 5, 2014 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, March 4, 2014 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, January 28, 2014 | USE AMENDMENT FILED |
| Tuesday, March 4, 2014 | EXTENSION 1 GRANTED |
| Tuesday, January 28, 2014 | EXTENSION 1 FILED |
| Monday, February 24, 2014 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, January 28, 2014 | TEAS EXTENSION RECEIVED |
| Tuesday, January 28, 2014 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, August 20, 2013 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 25, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 25, 2013 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 5, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, May 22, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, May 22, 2013 | ASSIGNED TO LIE |
| Monday, May 13, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, May 13, 2013 | EXAMINER'S AMENDMENT ENTERED |
| Monday, May 13, 2013 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, May 13, 2013 | EXAMINERS AMENDMENT E-MAILED |
| Monday, May 13, 2013 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, May 10, 2013 | ASSIGNED TO EXAMINER |
| Friday, February 1, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, January 31, 2013 | NEW APPLICATION ENTERED IN TRAM |