A ADDEPAR

Addepar, Inc.

Application Filed: 2017-11-14
Trademark Application Details
Trademark Logo A ADDEPAR

The mark consists of the word "ADDEPAR" to the right of a design of the letter "A" comprised of a parallelogram forming the left side of "A" and a smaller parallelogram forming the right side of "A".

Mark For: A ADDEPAR® trademark registration is intended to cover the categories of providing temporary use of 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 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); 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); cloud computing 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); 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 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); 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). [all]

>Color is not claimed as a feature of the mark. The mark consists of the word "ADDEPAR" to the right of a design of the letter "A" comprised of a parallelogram forming the left side of "A" and a smaller parallelogram forming the right side of "A".

Status

2021-06-15 UTC
LIVE REGISTRATION Issued and Active
The trademark application has been registered with the Office.


Research OneLook Acronym Finder
Serial Number87683876
Registration Number5507118
Mark Literal ElementsA ADDEPAR
Mark Drawing Type3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S)/NUMBER(S)
Mark TypeSERVICE MARK
Standard Character ClaimNo
RegisterPRINCIPAL
Current LocationPUBLICATION AND ISSUE SECTION 2018-07-03
Basis1(a)
Class StatusACTIVE
Primary US Classes
  • 100: Miscellaneous
  • 101: Advertising and Business
Primary International Class
  • 042 - Primary Class
  • (Computer, scientific & legal) Scientific and technological services and research and design relating thereto: industrial analysis and research services; design and development of computer hardware and software; legal services.
Filed UseNo
Current UseYes
Intent To UseNo
Filed ITUYes
44D FiledNo
44E CurrentNo
66A CurrentNo
Current BasisNo
No BasisNo
Attorney NameJessica C. Sganga
Attorney Docket NumberADDE.045T
Law Office AssignedM60
Employee NameLEVINE, HOWARD B

Timeline

2013-01-00Date of First Use
2013-01-01Date of First Use
2013-01-01Date of Use In Commerce
2017-11-14Application Filed
2018-04-17Published
2018-04-17Published for Opposition
2018-07-03Location: PUBLICATION AND ISSUE SECTION
2018-07-03Status: Live/Registered
2018-07-03Status: Registered. The registration date is used to determine when post-registration maintenance documents are due.
2018-07-03Trademark Registered
2018-07-08Transaction Date
2023-07-03Maintenance Early File Date
2024-07-03Maintenance On Time Date
2025-01-03Maintenance Late Fee Date

Trademark Parties (Applicants & Owners)

Party: Addepar, Inc.
Address303 Bryant Street, 3rd Floor Mountain View, CALIFORNIA UNITED STATES 94041
Legal Entity TypeCorporation
Legal Entity StateDELAWARE

Design Search Codes

26.13.16Quadrilaterals touching or intersecting
26.13.21Quadrilaterals that are completely or partially shaded
27.03.01Geometric figures forming letters, numerals or punctuation
261313Quadrilateral (two quadrilaterals); Two quadrilaterals
261316Quadrilaterals touching or intersecting
261321Quadrilaterals that are completely or partially shaded
270301Geometric figures forming letters, numerals or punctuation

Attorney of Record

JESSICA C. SGANGA
KNOBBE, MARTENS, OLSON & BEAR, LLP
2040 MAIN STREET, 14TH FLOOR
IRVINE, CA 92614

Good, Services, and Codes


IC 042. US 100 101. G & S: Providing temporary use of 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 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); 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); cloud computing 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); 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 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); 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). FIRST USE: 20130100. FIRST USE IN COMMERCE: 20130100

International Codes:42
U.S. Codes:100,101
Type CodeType
CC0000Color is not claimed as a feature of the mark.

Trademark Filing History

DescriptionDateProceeding Number
REGISTERED-PRINCIPAL REGISTER2018-07-03
PUBLISHED FOR OPPOSITION2018-04-17
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED2018-04-17
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED2018-03-28
ASSIGNED TO LIE2018-03-0870884
APPROVED FOR PUB - PRINCIPAL REGISTER2018-03-02
TEAS/EMAIL CORRESPONDENCE ENTERED2018-03-0188889
TEAS RESPONSE TO OFFICE ACTION RECEIVED2018-02-28
CORRESPONDENCE RECEIVED IN LAW OFFICE2018-02-2888889
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED2018-02-03
USE AMENDMENT ACCEPTED2018-02-0268792
NOTIFICATION OF NON-FINAL ACTION E-MAILED2018-02-026325
NON-FINAL ACTION WRITTEN2018-02-0268792
NON-FINAL ACTION E-MAILED2018-02-026325
ASSIGNED TO EXAMINER2018-02-0268792
USE AMENDMENT FILED2018-01-0988889
AMENDMENT TO USE PROCESSING COMPLETE2018-01-0988889
TEAS AMENDMENT OF USE RECEIVED2018-01-08
NOTICE OF DESIGN SEARCH CODE E-MAILED2017-11-28
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM2017-11-27
NEW APPLICATION ENTERED IN TRAM2017-11-17

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