TREA

85833968 - ADVENT DIRECT

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Information

  • Trademark
  • 85833968
  • Serial Number
    85833968
  • Registration Number
    4515949
  • Filing Date
    January 28, 2013
    12 years ago
  • Registration Date
    April 15, 2014
    10 years ago
  • Transaction Date
    December 29, 2020
    4 years ago
  • Status Date
    November 20, 2020
    4 years ago
  • Published for Opposition Date
    June 25, 2013
    11 years ago
  • Location Date
    March 10, 2014
    10 years ago
  • First Use Anywhere Date
    December 31, 2013
    11 years ago
  • First Use In Commerce Date
    December 31, 2013
    11 years ago
  • Status Code
    710
  • Current Location
    PUBLICATION AND ISSUE SECTION
    Employee Name
    AWRICH, ELLEN
  • Attorney Docket Number
    ATI 0437
    Attorney Name
    D. Peter Harvey
    Law Office Assigned Location Code
    M70
  • Owners
Information
Mark Drawing Code
4000
Mark Identification
ADVENT DIRECT
Case File Statements
  • D10000: "DIRECT"
  • GS0421: Software as a service (SaaS) featuring software in the field of financial portfolio management, namely, used for investment tracking, portfolio analysis, investment reporting, investment performance management, financial instrument trades tracking, trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking management, investment billing management, investment account billing, receivables tracking, revenue distribution and reporting, financial instruments trading compliance, management of margin, financing and stock borrow requirements; Software as a service (SaaS) featuring customer relationship management software for use by portfolio managers and financial advisors; Software as a service (SaaS) featuring research management software, namely, software for the collection, editing, organizing, modifying, bookmarking, transmission, storage and sharing of data and information
Case File Event Statements
  • 11/20/2020 - 4 years ago
    33 - CANCELLED SEC. 8 (6-YR) Type: C8..
  • 5/29/2019 - 5 years ago
    32 - ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Type: ARAA
  • 5/29/2019 - 5 years ago
    31 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Type: REAP
  • 4/15/2019 - 5 years ago
    30 - COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Type: REM1
  • 7/11/2018 - 6 years ago
    29 - ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Type: ASCK
  • 7/22/2015 - 9 years ago
    28 - ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Type: ASCK
  • 7/15/2015 - 9 years ago
    27 - ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Type: ASCK
  • 4/15/2014 - 10 years ago
    26 - REGISTERED-PRINCIPAL REGISTER Type: R.PR
  • 3/11/2014 - 10 years ago
    25 - NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Type: SUNA
  • 3/10/2014 - 10 years ago
    24 - LAW OFFICE REGISTRATION REVIEW COMPLETED Type: REGV
  • 3/6/2014 - 10 years ago
    23 - ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Type: CNPR
  • 3/5/2014 - 10 years ago
    22 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA
  • 3/4/2014 - 10 years ago
    21 - STATEMENT OF USE PROCESSING COMPLETE Type: SUPC
  • 1/28/2014 - 11 years ago
    20 - USE AMENDMENT FILED Type: IUAF
  • 3/4/2014 - 10 years ago
    19 - EXTENSION 1 GRANTED Type: EX1G
  • 1/28/2014 - 11 years ago
    18 - EXTENSION 1 FILED Type: EXT1
  • 2/24/2014 - 11 years ago
    17 - CASE ASSIGNED TO INTENT TO USE PARALEGAL Type: AITU
  • 1/28/2014 - 11 years ago
    16 - TEAS EXTENSION RECEIVED Type: EEXT
  • 1/28/2014 - 11 years ago
    15 - TEAS STATEMENT OF USE RECEIVED Type: EISU
  • 8/20/2013 - 11 years ago
    14 - NOA E-MAILED - SOU REQUIRED FROM APPLICANT Type: NOAM
  • 6/25/2013 - 11 years ago
    13 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB
  • 6/25/2013 - 11 years ago
    12 - PUBLISHED FOR OPPOSITION Type: PUBO
  • 6/5/2013 - 11 years ago
    11 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP
  • 5/22/2013 - 11 years ago
    10 - LAW OFFICE PUBLICATION REVIEW COMPLETED Type: PREV
  • 5/22/2013 - 11 years ago
    9 - ASSIGNED TO LIE Type: ALIE
  • 5/13/2013 - 11 years ago
    8 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA
  • 5/13/2013 - 11 years ago
    7 - EXAMINER'S AMENDMENT ENTERED Type: XAEC
  • 5/13/2013 - 11 years ago
    6 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Type: GNEN
  • 5/13/2013 - 11 years ago
    5 - EXAMINERS AMENDMENT E-MAILED Type: GNEA
  • 5/13/2013 - 11 years ago
    4 - EXAMINERS AMENDMENT -WRITTEN Type: CNEA
  • 5/10/2013 - 11 years ago
    3 - ASSIGNED TO EXAMINER Type: DOCK
  • 2/1/2013 - 12 years ago
    2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM Type: NWOS
  • 1/31/2013 - 12 years ago
    1 - NEW APPLICATION ENTERED IN TRAM Type: NWAP