ADDEPAR
Addepar, Inc.
Trademark Registered: 2020-04-14
Trademark Application Details
STATEMENT OF USE - TO EXAMINER
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| Serial Number | 87982718 |
| Registration Number | 6034412 |
| Mark Drawing Code | 4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form |
| Attorney Name | Jessica C. Sganga |
| Attorney Docket Number | ADDET.051T |
| Law Office Assigned | M60 |
| Employee Name | LEVINE, HOWARD B |
Timeline
| 2017-12-21 | Application Filed |
| 2019-04-16 | Published for Opposition |
| 2020-02-11 | Location: TMO LAW OFFICE 115 |
| 2020-02-11 | Status: Live/Pending |
| 2020-02-11 | Transaction Date |
| 2020-04-14 | Trademark Registered |
Trademark Applicants & Owners
| Owner: |  Addepar, Inc. |
| Address | 303 Bryant Street, 3rd Floor Mountain View DE 94041 |
| Legal Entity Type | Corporation |
| Legal Entity State | DE |
Documents
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Attorney of Record
Good, Services, and Codes
| International Codes: | 35 |
| U.S. Codes: | 100,101,102 |
| International Codes: | 42 |
| U.S. Codes: | 100,101 |
| Type Code | Type |
|---|---|
| GS0351 | Business advice and information relating to the financial services industry, financial advisers, wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, accounting, reporting, client management, and customer relationship management (CRM); preparation of reports relating to finance and investments; financial records management; assistance, advisory services and consultancy with regard to data management and aggregation, accounting, data reporting, business client management, and customer relationship management (CRM); compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; analyzing and compiling data for measuring the performance of financial markets; business research |
| GS0351 | Business advice and information relating to the financial services industry, financial advisers, wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, accounting, reporting, client management, and customer relationship management (CRM); preparation of reports relating to finance and investments; financial records management; assistance, advisory services and consultancy with regard to data management and aggregation, accounting, data reporting, business client management, and customer relationship management (CRM); compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; analyzing and compiling data for measuring the performance of financial markets; business research |
Trademark Filing History
| Description | Date | Event Coding |
|---|---|---|
| NEW APPLICATION ENTERED IN TRAM | 2017-12-25 | 1 NWAP I:Incoming Correspondence |
| NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM | 2018-01-10 | 2 NWOS I:Incoming Correspondence |
| ASSIGNED TO EXAMINER | 2018-02-02 | 3 DOCK D:Assigned to Examiner |
| NON-FINAL ACTION WRITTEN | 2018-02-02 | 4 CNRT R:Renewal |
| NON-FINAL ACTION E-MAILED | 2018-02-02 | 5 GNRT F:First Action |
| NOTIFICATION OF NON-FINAL ACTION E-MAILED | 2018-02-02 | 6 GNRN O:Outgoing Correspondence |
| TEAS RESPONSE TO OFFICE ACTION RECEIVED | 2018-07-31 | 7 TROA I:Incoming Correspondence |
| CORRESPONDENCE RECEIVED IN LAW OFFICE | 2018-07-31 | 8 CRFA I:Incoming Correspondence |
| TEAS/EMAIL CORRESPONDENCE ENTERED | 2018-07-31 | 9 TEME I:Incoming Correspondence |
| NON-FINAL ACTION WRITTEN | 2018-08-15 | 10 CNRT R:Renewal |
| NON-FINAL ACTION E-MAILED | 2018-08-15 | 11 GNRT O:Outgoing Correspondence |
| NOTIFICATION OF NON-FINAL ACTION E-MAILED | 2018-08-15 | 12 GNRN O:Outgoing Correspondence |
| TEAS RESPONSE TO OFFICE ACTION RECEIVED | 2019-02-14 | 13 TROA I:Incoming Correspondence |
| CORRESPONDENCE RECEIVED IN LAW OFFICE | 2019-02-14 | 14 CRFA I:Incoming Correspondence |
| TEAS/EMAIL CORRESPONDENCE ENTERED | 2019-02-15 | 15 TEME I:Incoming Correspondence |
| APPROVED FOR PUB - PRINCIPAL REGISTER | 2019-02-20 | 16 CNSA P: |
| NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | 2019-03-27 | 17 NONP E:E-Mail |
| PUBLISHED FOR OPPOSITION | 2019-04-16 | 18 PUBO A:Allowance for Publication |
| OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | 2019-04-16 | 19 NPUB E:E-Mail |
| NOA E-MAILED - SOU REQUIRED FROM APPLICANT | 2019-06-11 | 20 NOAM E:E-Mail |
| TEAS EXTENSION RECEIVED | 2019-12-10 | 21 EEXT I:Incoming Correspondence |
| EXTENSION 1 FILED | 2019-12-10 | 22 EXT1 S: |
| EXTENSION 1 GRANTED | 2019-12-10 | 23 EX1G S: |
| NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | 2019-12-12 | 24 EXRA E:E-Mail |
| TEAS STATEMENT OF USE RECEIVED | 2020-01-10 | 25 EISU I:Incoming Correspondence |
| TEAS REQUEST TO DIVIDE RECEIVED | 2020-01-10 | 26 ERTD I:Incoming Correspondence |
| CASE ASSIGNED TO INTENT TO USE PARALEGAL | 2020-02-11 | 27 AITU A:Allowance for Publication |
| DIVISIONAL REQUEST RECEIVED | 2020-01-10 | 28 DRRR I:Incoming Correspondence |
| DIVISIONAL PROCESSING COMPLETE | 2020-02-11 | 29 DPCC D:Assigned to Examiner |
| USE AMENDMENT FILED | 2020-01-10 | 30 IUAF S: |
| STATEMENT OF USE PROCESSING COMPLETE | 2020-02-11 | 31 SUPC I:Incoming Correspondence |
| ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | 2020-03-04 | 32 CNPR P: |
| NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | 2020-03-05 | 33 SUNA E:E-Mail |
| ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED | 2020-03-06 | 34 ERRR O:Outgoing Correspondence |
| ELECTRONIC RECORD REVIEW COMPLETE | 2020-03-12 | 35 FIXD O:Outgoing Correspondence |
| NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | 2020-03-13 | 36 SUNA E:E-Mail |
| REGISTERED-PRINCIPAL REGISTER | 2020-04-14 | 37 R.PR A:Allowance for Publication |
| TEAS CHANGE OF OWNER ADDRESS RECEIVED | 2022-12-08 | 38 COAR I:Incoming Correspondence |
| TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | 2022-12-08 | 39 REAP I:Incoming Correspondence |
| ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 2022-12-08 | 40 ARAA I:Incoming Correspondence |
| TEAS CHANGE OF CORRESPONDENCE RECEIVED | 2022-12-08 | 41 TCCA I:Incoming Correspondence |
| APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | 2022-12-08 | 42 CHAN I:Incoming Correspondence |
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