| Serial Number | 78432486 |
| Word Mark | PORTFOLIO EXCHANGE |
| Filing Date | Wednesday, June 9, 2004 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, January 27, 2017 |
| Registration Number | 3107811 |
| Registration Date | Tuesday, June 20, 2006 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 21, 2005 |
| Disclaimer with Predetermined Text | "PORTFOLIO" |
| Goods and Services | 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 measurement, financial instrument trades tracking, account reconciliation and accounting |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, January 27, 2017 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, October 31, 2005 |
| First Use In Commerce Date | Monday, October 31, 2005 |
| 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 | 21 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | SAN FRANCISCO, CA 94107 |
| Party Name | Advent Technology, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94107 |
| Party Name | Advent Technology, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94107 |
| Event Date | Event Description |
| Wednesday, July 11, 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Friday, January 27, 2017 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Wednesday, July 22, 2015 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, July 15, 2015 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Saturday, June 20, 2015 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, August 8, 2011 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, August 8, 2011 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, August 8, 2011 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, June 27, 2011 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, November 8, 2006 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, November 8, 2006 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, November 1, 2006 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, June 20, 2006 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 9, 2006 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Friday, May 5, 2006 | ASSIGNED TO LIE |
| Sunday, April 30, 2006 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, April 10, 2006 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, March 22, 2006 | USE AMENDMENT FILED |
| Wednesday, March 22, 2006 | TEAS STATEMENT OF USE RECEIVED |
| Friday, March 17, 2006 | EXTENSION 1 GRANTED |
| Wednesday, March 1, 2006 | EXTENSION 1 FILED |
| Wednesday, March 1, 2006 | TEAS EXTENSION RECEIVED |
| Tuesday, September 13, 2005 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 21, 2005 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 1, 2005 | NOTICE OF PUBLICATION |
| Friday, March 4, 2005 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, March 2, 2005 | ASSIGNED TO LIE |
| Tuesday, February 22, 2005 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, January 29, 2005 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, January 18, 2005 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, January 18, 2005 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, January 10, 2005 | NON-FINAL ACTION E-MAILED |
| Monday, January 10, 2005 | NON-FINAL ACTION WRITTEN |
| Monday, January 10, 2005 | ASSIGNED TO EXAMINER |
| Wednesday, June 16, 2004 | NEW APPLICATION ENTERED IN TRAM |