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A ADDEPAR
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 04 Dec 2024

Last Applicant/ Owned by

335 Madison Ave, 25th floor

New York

NY

10017

Serial Number

87683876 filed on 14th Nov 2017

Registration Number

5507118 registered on 03rd Jul 2018

in the Principal Register

Correspondent Address

Jessica C. Sganga

Jessica C. Sganga Knobbe, Martens, Olson & Bear, LLP

Knobbe Martens Olson & Bear, LLP

Irvine, CA 92614

United States

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

A ADDEPAR

Providing temporary use of 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, fi Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Providing temporary use of 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 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 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)


First Use Date in General

31st Dec 2012

First Use Date in Commerce

31st Dec 2012

Mark Details


Serial Number

No 87683876

Mark Type

No Service Mark

Attorney Docket Number

No ADDE.045T

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.13.13 -

Two quadrilaterals

26.13.16 -

Quadrilaterals touching or intersecting

26.13.21 -

Quadrilaterals that are completely or partially shaded

27.03.01 -

Geometric figures forming letters or numerals, including punctuation

Legal History


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Status DateAction Taken
04th Dec 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
04th Dec 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
04th Dec 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
25th Jun 2024TEAS SECTION 8 & 15 RECEIVED
03rd Jul 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
08th Dec 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
08th Dec 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
08th Dec 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08th Dec 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08th Dec 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED