TrademarkDir
PORTFOLIO EXCHANGE
DEAD

Serial Number

78432486

Owner

ADVENT TECHNOLOGY, INC.

Attorney

THOMAS D. DRESCHER

First Use Date

Oct 31, 2005

Filing Date

Jun 9, 2004

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PORTFOLIO EXCHANGE Trademark

Serial Number: 78432486 • Registration: 3107811

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 The application is currently no longer active.

Owner Contact Info

ADVENT TECHNOLOGY, INC. (33 trademarks)

301 BRANNAN STREET
SAN FRANCISCO, CA 94107

Entity Type: 03

ADVENT SOFTWARE, INC. (87 trademarks)

SAN FRANCISCO, CA 94107

Entity Type: 03

Trademark Details

Filing Date

June 9, 2004

Registration Date

June 20, 2006

First Use Anywhere

October 31, 2005

First Use in Commerce

October 31, 2005

Published for Opposition

June 21, 2005

Cancellation Date

January 27, 2017

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 measurement, financial instrument trades tracking, account reconciliation and accounting

Filing History

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 11, 2018 ASCK
CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Jan 27, 2017 CAEX
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 22, 2015 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 15, 2015 ASCK
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jun 20, 2015 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Aug 8, 2011 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Aug 8, 2011 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 8, 2011 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 27, 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
Jun 20, 2006 R.PR
LAW OFFICE REGISTRATION REVIEW COMPLETED
May 9, 2006 REGV
ASSIGNED TO LIE
May 5, 2006 ALIE
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Apr 30, 2006 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Apr 10, 2006 SUPC
USE AMENDMENT FILED
Mar 22, 2006 IUAF
TEAS STATEMENT OF USE RECEIVED
Mar 22, 2006 EISU
SOU EXTENSION 1 GRANTED
Mar 17, 2006 EX1G
SOU EXTENSION 1 FILED
Mar 1, 2006 EXT1
SOU TEAS EXTENSION RECEIVED
Mar 1, 2006 EEXT
NOA MAILED - SOU REQUIRED FROM APPLICANT
Sep 13, 2005 NOAM
PUBLISHED FOR OPPOSITION
Jun 21, 2005 PUBO
NOTICE OF PUBLICATION
Jun 1, 2005 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Mar 4, 2005 PREV
ASSIGNED TO LIE
Mar 2, 2005 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 22, 2005 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 29, 2005 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 18, 2005 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 18, 2005 TROA
NON-FINAL ACTION E-MAILED
Jan 10, 2005 GNRT
NON-FINAL ACTION WRITTEN
Jan 10, 2005 CNRT
ASSIGNED TO EXAMINER
Jan 10, 2005 DOCK
NEW APPLICATION ENTERED
Jun 16, 2004 NWAP

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