ADDEPARGO
LIVE

Serial Number

90240872

Owner

Addepar, Inc.

Attorney

Jessica C. Sganga

Filing Date

Oct 7, 2020

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ADDEPARGO Trademark

Serial Number: 90240872 • Registration: 6775791

ADDEPARGO is a trademark filed by Addepar, Inc. on October 7, 2020. 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

October 7, 2020

Registration Date

June 28, 2022

Published for Opposition

July 20, 2021

Goods & Services

Cloud computing featuring software for use in 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); 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); 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 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); 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); 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) ; 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)

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
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
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jun 28, 2022 NRCC
REGISTERED-PRINCIPAL REGISTER
Jun 28, 2022 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
May 26, 2022 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
May 25, 2022 CNPR
ASSIGNED TO EXAMINER
May 25, 2022 DOCK
STATEMENT OF USE PROCESSING COMPLETE
May 3, 2022 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
May 3, 2022 AITU
USE AMENDMENT FILED
Apr 19, 2022 IUAF
TEAS STATEMENT OF USE RECEIVED
Apr 19, 2022 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Mar 12, 2022 EXRA
SOU EXTENSION 1 GRANTED
Mar 10, 2022 EX1G
SOU EXTENSION 1 FILED
Mar 10, 2022 EXT1
SOU TEAS EXTENSION RECEIVED
Mar 10, 2022 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sep 14, 2021 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 20, 2021 NPUB
PUBLISHED FOR OPPOSITION
Jul 20, 2021 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 30, 2021 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 16, 2021 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 15, 2021 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 15, 2021 CRFA
ASSIGNED TO LIE
Jun 10, 2021 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 19, 2021 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 10, 2021 GNRN
NON-FINAL ACTION E-MAILED
Mar 10, 2021 GNRT
NON-FINAL ACTION WRITTEN
Mar 10, 2021 CNRT
ASSIGNED TO EXAMINER
Mar 5, 2021 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 21, 2020 NWOS
NEW APPLICATION ENTERED
Oct 10, 2020 NWAP