| Serial Number | 87553531 |
| Word Mark | ADVENT GENESIS |
| Filing Date | Wednesday, August 2, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 1, 2019 |
| Registration Number | 5874811 |
| Registration Date | Tuesday, October 1, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 26, 2018 |
| Goods and Services | Computer software, namely, software for financial portfolio management, rebalancing portfolio construction, investment research, portfolio analytics and decision support, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, financial instruments trading compliance, and calculation of fees |
| Goods and Services | Software as a service (SaaS) featuring software in the field of financial portfolio management, rebalancing portfolio construction, investment research, portfolio analytics and decision support, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, financial instruments trading compliance, and calculation of fees |
| 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 | Tuesday, August 8, 2017 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, August 31, 2017 |
| First Use In Commerce Date | Thursday, August 31, 2017 |
| 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 | Tuesday, August 8, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, August 31, 2017 |
| First Use In Commerce Date | Thursday, August 31, 2017 |
| Party Name | SS&C Technologies, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Windsor, CT 06095 |
| Party Name | SS&C Technologies, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Windsor, CT 06095 |
| Party Name | SS&C Technologies, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Windsor, CT 06095 |
| Event Date | Event Description |
| Thursday, November 9, 2017 | NON-FINAL ACTION WRITTEN |
| Saturday, August 5, 2017 | NEW APPLICATION ENTERED |
| Tuesday, August 8, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, November 2, 2017 | ASSIGNED TO EXAMINER |
| Thursday, November 9, 2017 | NON-FINAL ACTION E-MAILED |
| Thursday, November 9, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 9, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, May 9, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 10, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 11, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, May 21, 2018 | ASSIGNED TO LIE |
| Wednesday, June 6, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 26, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 26, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 21, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, March 1, 2019 | TEAS PETITION TO REVIVE RECEIVED |
| Friday, March 1, 2019 | PETITION TO REVIVE-GRANTED |
| Saturday, March 2, 2019 | NOTICE OF REVIVAL - E-MAILED |
| Thursday, February 21, 2019 | SOU EXTENSION 1 FILED |
| Friday, March 1, 2019 | SOU EXTENSION RECEIVED WITH TEAS PETITION |
| Friday, April 5, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, April 8, 2019 | SOU EXTENSION 1 GRANTED |
| Tuesday, April 9, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, August 21, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, August 21, 2019 | USE AMENDMENT FILED |
| Thursday, August 22, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, August 26, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, August 27, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, October 1, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Friday, June 2, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, June 2, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, June 2, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, June 2, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, June 2, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, June 2, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, October 1, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |