| Trademark Snap Shot AAU Processing Stylesheet (Table presents the data on AAU Processing Complete) |
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OVERVIEW |
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| SERIAL NUMBER | 87683876 | FILING DATE | 11/14/2017 |
| REG NUMBER | 0000000 | REG DATE | N/A |
| REGISTER | PRINCIPAL | MARK TYPE | SERVICE MARK |
| INTL REG # | N/A | INTL REG DATE | N/A |
| TM ATTORNEY | TM ATTORNEY NOT ASSIGNED | L.O. ASSIGNED | NONE |
PUB INFORMATION |
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| RUN DATE | 01/10/2018 | ||
| PUB DATE | N/A | ||
| STATUS | 630-NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER | ||
| STATUS DATE | 11/27/2017 | ||
| LITERAL MARK ELEMENT | A ADDEPAR | ||
| DATE ABANDONED | N/A | DATE CANCELLED | N/A |
| SECTION 2F | NO | SECTION 2F IN PART | NO |
| SECTION 8 | NO | SECTION 8 IN PART | NO |
| SECTION 15 | NO | REPUB 12C | N/A |
| RENEWAL FILED | NO | RENEWAL DATE | N/A |
| DATE AMEND REG | N/A | ||
FILING BASIS |
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| FILED BASIS | CURRENT BASIS | AMENDED BASIS | |||
| 1 (a) | NO | 1 (a) | NO | 1 (a) | NO |
| 1 (b) | YES | 1 (b) | YES | 1 (b) | NO |
| 44D | NO | 44D | NO | 44D | NO |
| 44E | NO | 44E | NO | 44E | NO |
| 66A | NO | 66A | NO | ||
| NO BASIS | NO | NO BASIS | NO | ||
MARK DATA |
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| STANDARD CHARACTER MARK | NO |
| LITERAL MARK ELEMENT | A ADDEPAR |
| MARK DRAWING CODE | 3-AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/LETTER(S)/NUMBER(S) |
| COLOR DRAWING FLAG | NO |
CURRENT OWNER INFORMATION |
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| PARTY TYPE | 10-ORIGINAL APPLICANT |
| NAME | Addepar, Inc. |
| ADDRESS | 303 Bryant Street, 3rd Floor Mountain View, CA 94041 |
| ENTITY | 03-CORPORATION |
| CITIZENSHIP | Delaware |
GOODS AND SERVICES |
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| INTERNATIONAL CLASS | 042 |
| DESCRIPTION TEXT | Providing temporary use of non-downloadable software; 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; 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) |
GOODS AND SERVICES CLASSIFICATION |
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| INTERNATIONAL CLASS | 042 | FIRST USE DATE | 01/00/2013 | FIRST USE IN COMMERCE DATE | 01/00/2013 | CLASS STATUS | 6-ACTIVE |
MISCELLANEOUS INFORMATION/STATEMENTS |
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| CHANGE IN REGISTRATION | NO |
| COLORS CLAIMED STATEMENT | Color is not claimed as a feature of the mark. |
| DESCRIPTION OF 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". |
| OWNER OF US REG NOS | 4278634 4407903 |
PROSECUTION HISTORY |
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| DATE | ENT CD | ENT TYPE | DESCRIPTION | ENT NUM |
| 01/09/2018 | AUPC | I | AMENDMENT TO USE PROCESSING COMPLETE | 006 |
| 01/09/2018 | IUAF | S | USE AMENDMENT FILED | 005 |
| 01/08/2018 | EAAU | I | TEAS AMENDMENT OF USE RECEIVED | 004 |
| 11/28/2017 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | 003 |
| 11/27/2017 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM | 002 |
| 11/17/2017 | NWAP | I | NEW APPLICATION ENTERED IN TRAM | 001 |
CURRENT CORRESPONDENCE INFORMATION |
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| ATTORNEY | Jessica C. Sganga |
| CORRESPONDENCE ADDRESS | JESSICA C. SGANGA KNOBBE, MARTENS, OLSON & BEAR, LLP 2040 MAIN STREET, 14TH FLOOR IRVINE, CA 92614 |
| DOMESTIC REPRESENTATIVE | NONE |