TrademarkDir
ADVENT PORTFOLIO EXCHANGE
LIVE

Serial Number

78432463

Owner

Advent Technology, Inc.

Attorney

Michael D. Lazzara

First Use Date

Sep 29, 2005

Filing Date

Jun 9, 2004

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ADVENT PORTFOLIO EXCHANGE Trademark

Serial Number: 78432463 • Registration: 3051748

ADVENT PORTFOLIO EXCHANGE is a trademark filed by Advent Technology, Inc. on June 9, 2004. The trademark is classified under Class 9 (Computers & Electronics). The application is currently registered and active.

Owner Contact Info

Advent Technology, Inc.

600 Townsend Street
San Francisco, CA 94103

Entity Type: 03

Advent Software, Inc.

301 Brannan Street
San Francisco, CA 94107

Entity Type: 03

Trademark Details

Filing Date

June 9, 2004

Registration Date

January 24, 2006

First Use Anywhere

September 29, 2005

First Use in Commerce

September 29, 2005

Published for Opposition

May 31, 2005

Goods & Services

Computer software, and manuals sold as a unit, for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance management, financial instrument trades tracking, account reconciliation and accounting

Filing History

TEAS SECTION 8 & 9 RECEIVED
Jul 23, 2026 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 24, 2025 REM2
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 2, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 2, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 2, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 2, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 2, 2023 COAR
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jun 2, 2023 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 29, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 29, 2019 REAP
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 11, 2018 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 22, 2015 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 15, 2015 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Apr 8, 2015 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Apr 8, 2015 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Apr 8, 2015 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 7, 2015 APRE
TEAS SECTION 8 & 9 RECEIVED
Mar 24, 2015 E89R
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Feb 9, 2011 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 9, 2011 APRE
TEAS SECTION 8 & 15 RECEIVED
Jan 26, 2011 E815
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Nov 8, 2006 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Nov 8, 2006 COAR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 1, 2006 TCCA
REGISTERED-PRINCIPAL REGISTER
Jan 24, 2006 R.PR
LAW OFFICE REGISTRATION REVIEW COMPLETED
Dec 8, 2005 REGV
ASSIGNED TO LIE
Dec 8, 2005 ALIE
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Nov 27, 2005 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Nov 9, 2005 SUPC
USE AMENDMENT FILED
Oct 26, 2005 IUAF
TEAS STATEMENT OF USE RECEIVED
Oct 26, 2005 EISU
NOA MAILED - SOU REQUIRED FROM APPLICANT
Aug 23, 2005 NOAM
PUBLISHED FOR OPPOSITION
May 31, 2005 PUBO
NOTICE OF PUBLICATION
May 11, 2005 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Feb 15, 2005 PREV
ASSIGNED TO LIE
Feb 15, 2005 ALIE
EXAMINERS AMENDMENT MAILED
Jan 25, 2005 CNEA
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 25, 2005 CNSA
EXAMINERS AMENDMENT -WRITTEN
Jan 25, 2005 CNEA
NON-FINAL ACTION MAILED
Jan 25, 2005 CNRT
NON-FINAL ACTION WRITTEN
Jan 24, 2005 CNRT
ASSIGNED TO EXAMINER
Jan 10, 2005 DOCK
NEW APPLICATION ENTERED
Jun 16, 2004 NWAP

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