ADDEPARGO
Live / Registered — Registered (as of 28 Jun 2022)
What this means for you
Registered since 28 Jun 2022. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90240872
- Registration number
- 6775791
- Mark type
- Stylized text
- Filed
- 07 Oct 2020
- Published for opposition
- 20 Jul 2021
- Registered
- 28 Jun 2022
- Attorney of record
- Jessica C. Sganga
Goods and services
- Class 042 — Scientific and technological services: Cloud computing featuring software for use in 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); Platform as a service (PAAS) featuring computer software platforms 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 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); 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); 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) ; 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)
Owner
- Addepar, Inc., New York, NY, US
- Addepar, Inc., Mountain View, CA, US
- Addepar, Inc., Mountain View, CA, US
Prior registrations
Prosecution history
- 17 Feb 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 17 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 17 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 Feb 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 17 Feb 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 08 Dec 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 08 Dec 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 08 Dec 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 08 Dec 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 08 Dec 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 28 Jun 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 28 Jun 2022 — REGISTERED-PRINCIPAL REGISTER
- 26 May 2022 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 25 May 2022 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED