Serial Number
87982773
Owner
Addepar, Inc.Attorney
Jessica C. SgangaFirst Use Date
Feb 17, 2012
Filing Date
Oct 24, 2017
A Trademark
Serial Number: 87982773 • Registration: 6043180
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Jessica C. Sganga BAKER & HOSTETLER LLP
1900 Avenue of the Stars, Suite 2700
Los Angeles, CA 90067-4301
United States
Trademark Details
Filing Date
October 24, 2017
Registration Date
April 28, 2020
First Use Anywhere
February 17, 2012
First Use in Commerce
February 17, 2012
Published for Opposition
April 16, 2019
Goods & Services
Providing information in the field of finance; financial research and information services; financial analysis services; monitoring financial markets for investment purposes; financial evaluation, tracking, and analysis relating to securities and other financial instruments; financial services, namely, assistance, advisory services and consultancy with regard to financial advisers, wealth management, and investment portfolio analytics
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
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)
