ADVENT PORTFOLIO EXCHANGE Trademark

Trademark Overview

On Wednesday, June 9, 2004, a trademark application was filed for ADVENT PORTFOLIO EXCHANGE with the United States Patent and Trademark Office. The USPTO has given the ADVENT PORTFOLIO EXCHANGE trademark a serial number of 78432463. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, April 8, 2015. This trademark is owned by Advent Technology, Inc.. The ADVENT PORTFOLIO EXCHANGE trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

Computer software, and manuals sold as a unit, for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance management, financial instrument trades tracking, account reconciliation and accounting
advent portfolio exchange

General Information

Serial Number78432463
Word MarkADVENT PORTFOLIO EXCHANGE
Filing DateWednesday, June 9, 2004
Status800 - REGISTERED AND RENEWED
Status DateWednesday, April 8, 2015
Registration Number3051748
Registration DateTuesday, January 24, 2006
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 31, 2005

Trademark Statements

Goods and ServicesComputer software, and manuals sold as a unit, for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance management, financial instrument trades tracking, account reconciliation and accounting
NOT AVAILABLEPORTFOLIO

Classification Information

International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateWednesday, June 16, 2004
Primary Code009
First Use Anywhere DateThursday, September 29, 2005
First Use In Commerce DateThursday, September 29, 2005

Trademark Owner History

Party NameAdvent Software, Inc.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94103
Party NameAdvent Technology, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94103
Party NameAdvent Technology, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94107
Party NameAdvent Technology, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94107

Trademark Events

Event DateEvent Description
Tuesday, January 25, 2005NON-FINAL ACTION MAILED
Wednesday, June 16, 2004NEW APPLICATION ENTERED
Monday, January 10, 2005ASSIGNED TO EXAMINER
Monday, January 24, 2005NON-FINAL ACTION WRITTEN
Tuesday, January 25, 2005EXAMINERS AMENDMENT -WRITTEN
Tuesday, January 25, 2005APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, January 25, 2005EXAMINERS AMENDMENT MAILED
Tuesday, February 15, 2005ASSIGNED TO LIE
Tuesday, February 15, 2005LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, May 11, 2005NOTICE OF PUBLICATION
Tuesday, May 31, 2005PUBLISHED FOR OPPOSITION
Tuesday, August 23, 2005NOA MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, October 26, 2005TEAS STATEMENT OF USE RECEIVED
Wednesday, October 26, 2005USE AMENDMENT FILED
Thursday, December 8, 2005LAW OFFICE REGISTRATION REVIEW COMPLETED
Wednesday, November 9, 2005STATEMENT OF USE PROCESSING COMPLETE
Sunday, November 27, 2005ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, December 8, 2005ASSIGNED TO LIE
Tuesday, January 24, 2006REGISTERED-PRINCIPAL REGISTER
Wednesday, November 1, 2006TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 8, 2006TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, November 8, 2006APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, January 26, 2011TEAS SECTION 8 & 15 RECEIVED
Wednesday, February 9, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, February 9, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, March 24, 2015TEAS SECTION 8 & 9 RECEIVED
Tuesday, April 7, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, April 8, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, April 8, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, April 8, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, July 15, 2015ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, July 22, 2015ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, July 11, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, May 29, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, May 29, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, June 2, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, June 2, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, June 2, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, June 2, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, June 2, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, June 2, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, January 24, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Related Keywords

exchange portfolio advent management investment financial tracking instrument performance trades account accounting