ADVENT PORTFOLIO EXCHANGE
Live / Registered — Registered and renewed (as of 08 Apr 2015)
What this means for you
Registered since 24 Jan 2006. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 24 Jan 2016).
Record
- Serial number
- 78432463
- Registration number
- 3051748
- Mark type
- Stylized text
- Filed
- 09 Jun 2004
- Published for opposition
- 31 May 2005
- Registered
- 24 Jan 2006
- Next maintenance due
- 24 Jan 2016
- Attorney of record
- Michael D. Lazzara
Goods and services
- Class 009 — Scientific and electric apparatus: 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
Owner
- Advent Software, Inc., San Francisco, CA, US
- Advent Technology, Inc., San Francisco, CA, US
- Advent Technology, Inc., San Francisco, CA, US
- Advent Technology, Inc., San Francisco, CA, US
Prior registrations
Prosecution history
- 24 Jan 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 02 Jun 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 02 Jun 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 02 Jun 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 02 Jun 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 02 Jun 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 02 Jun 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 29 May 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 29 May 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 11 Jul 2018 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 22 Jul 2015 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 15 Jul 2015 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 08 Apr 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 08 Apr 2015 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 08 Apr 2015 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED