Serial Number
85833968
Owner
ADVENT SOFTWARE, INC.Attorney
D. Peter HarveyFirst Use Date
Dec 31, 2013
Filing Date
Jan 28, 2013
ADVENT DIRECT Trademark
Serial Number: 85833968 • Registration: 4515949
Trademark Classes
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
January 28, 2013
Registration Date
April 15, 2014
First Use Anywhere
December 31, 2013
First Use in Commerce
December 31, 2013
Published for Opposition
June 25, 2013
Cancellation Date
November 20, 2020
Goods & Services
Software as a service (SaaS) featuring software in the field of financial portfolio management, namely, used for investment tracking, portfolio analysis, investment reporting, investment performance management, financial instrument trades tracking, trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking management, investment billing management, investment account billing, receivables tracking, revenue distribution and reporting, financial instruments trading compliance, management of margin, financing and stock borrow requirements; Software as a service (SaaS) featuring customer relationship management software for use by portfolio managers and financial advisors; Software as a service (SaaS) featuring research management software, namely, software for the collection, editing, organizing, modifying, bookmarking, transmission, storage and sharing of data and information