A ADDEPAR
LIVE

Serial Number

87683876

Owner

Addepar, Inc.

Attorney

Jessica C. Sganga

Filing Date

Nov 14, 2017

Add to watchlist:

No watchlists yet
View on USPTO

A ADDEPAR Trademark

Serial Number: 87683876 • Registration: 5507118

A ADDEPAR is a trademark filed by Addepar, Inc. on November 14, 2017. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Addepar, Inc.

335 Madison Ave, 25th floor
New York, NY 10017

Entity Type: 03

Trademark Details

Filing Date

November 14, 2017

Registration Date

July 3, 2018

Published for Opposition

April 17, 2018

Goods & Services

Providing temporary use of non-downloadable software 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); providing temporary use of on-line non-downloadable software 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); software as a service (SAAS) services featuring software 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); cloud computing featuring software 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); providing temporary use of a non-downloadable web application 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); providing a website featuring resources, namely, non-downloadable software 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); providing temporary use of a web-based software application 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)

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Feb 17, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 17, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 17, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 17, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 17, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 17, 2026 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Dec 4, 2024 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Dec 4, 2024 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 4, 2024 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 25, 2024 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jul 3, 2023 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 8, 2022 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 8, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 8, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 8, 2022 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 8, 2022 COAR
REGISTERED-PRINCIPAL REGISTER
Jul 3, 2018 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 17, 2018 NPUB
PUBLISHED FOR OPPOSITION
Apr 17, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 28, 2018 NONP
ASSIGNED TO LIE
Mar 8, 2018 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 2, 2018 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 1, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 28, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 28, 2018 TROA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Feb 3, 2018 AAUA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 2, 2018 GNRN
NON-FINAL ACTION E-MAILED
Feb 2, 2018 GNRT
NON-FINAL ACTION WRITTEN
Feb 2, 2018 CNRT
USE AMENDMENT ACCEPTED
Feb 2, 2018 IUAA
ASSIGNED TO EXAMINER
Feb 2, 2018 DOCK
AMENDMENT TO USE PROCESSING COMPLETE
Jan 9, 2018 AUPC
USE AMENDMENT FILED
Jan 9, 2018 IUAF
TEAS AMENDMENT OF USE RECEIVED
Jan 8, 2018 EAAU
NOTICE OF DESIGN SEARCH CODE E-MAILED
Nov 28, 2017 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 27, 2017 NWOS
NEW APPLICATION ENTERED
Nov 17, 2017 NWAP