ADDEPAR
LIVE

Serial Number

87982718

Owner

Addepar, Inc.

Attorney

Jessica C. Sganga

First Use Date

Mar 15, 2010

Filing Date

Dec 21, 2017

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ADDEPAR Trademark

Serial Number: 87982718 • Registration: 6034412

ADDEPAR is a trademark filed by Addepar, Inc. on December 21, 2017. The trademark is classified under Class 42 (Computer & Scientific), Class 35 (Advertising & Business). 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

December 21, 2017

Registration Date

April 14, 2020

First Use Anywhere

March 15, 2010

First Use in Commerce

March 15, 2010

Published for Opposition

April 16, 2019

Goods & Services

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)

Filing History

TEAS SECTION 8 & 15 RECEIVED
Apr 14, 2026 E815
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
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Apr 14, 2025 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
Apr 14, 2020 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Mar 13, 2020 SUNA
ELECTRONIC RECORD REVIEW COMPLETE
Mar 12, 2020 FIXD
ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
Mar 6, 2020 ERRR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Mar 5, 2020 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Mar 4, 2020 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Feb 11, 2020 SUPC
DIVISIONAL PROCESSING COMPLETE
Feb 11, 2020 DPCC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Feb 11, 2020 AITU
USE AMENDMENT FILED
Jan 10, 2020 IUAF
DIVISIONAL REQUEST RECEIVED
Jan 10, 2020 DRRR
TEAS REQUEST TO DIVIDE RECEIVED
Jan 10, 2020 ERTD
TEAS STATEMENT OF USE RECEIVED
Jan 10, 2020 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Dec 12, 2019 EXRA
SOU EXTENSION 1 GRANTED
Dec 10, 2019 EX1G
SOU EXTENSION 1 FILED
Dec 10, 2019 EXT1
SOU TEAS EXTENSION RECEIVED
Dec 10, 2019 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jun 11, 2019 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 16, 2019 NPUB
PUBLISHED FOR OPPOSITION
Apr 16, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 27, 2019 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 20, 2019 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 15, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 14, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 14, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 15, 2018 GNRN
NON-FINAL ACTION E-MAILED
Aug 15, 2018 GNRT
NON-FINAL ACTION WRITTEN
Aug 15, 2018 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 31, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 31, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 31, 2018 TROA
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
ASSIGNED TO EXAMINER
Feb 2, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 10, 2018 NWOS
NEW APPLICATION ENTERED
Dec 25, 2017 NWAP