ADDEPAR
Live / Registered — Registered (as of 14 Apr 2020)
What this means for you
Registered since 14 Apr 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87982718
- Registration number
- 6034412
- Mark type
- Stylized text
- Filed
- 21 Dec 2017
- Published for opposition
- 16 Apr 2019
- Registered
- 14 Apr 2020
- Attorney of record
- Jessica C. Sganga
Goods and services
- Class 035 — Advertising and business services: 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
- Class 042 — Scientific and technological services: 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)
Owner
- Addepar, Inc., New York, NY, US
- Addepar, Inc., Mountain View, CA, US
- Addepar, Inc., Mountain View, CA, US
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
- 14 Apr 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 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
- 14 Apr 2020 — REGISTERED-PRINCIPAL REGISTER
- 13 Mar 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 12 Mar 2020 — ELECTRONIC RECORD REVIEW COMPLETE