TREA

87657657 - A

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Information

  • Trademark
  • 87657657
  • Serial Number
    87657657
  • Registration Number
    5501482
  • Filing Date
    October 24, 2017
    7 years ago
  • Registration Date
    June 26, 2018
    6 years ago
  • Transaction Date
    June 25, 2024
    3 months ago
  • Status Date
    June 26, 2018
    6 years ago
  • Published for Opposition Date
    April 10, 2018
    6 years ago
  • Location Date
    June 26, 2018
    6 years ago
  • First Use Anywhere Date
    January 01, 2013
    11 years ago
  • First Use In Commerce Date
    January 01, 2013
    11 years ago
  • Status Code
    700
  • Current Location
    PUBLICATION AND ISSUE SECTION
    Employee Name
    LEVINE, HOWARD B
  • Attorney Docket Number
    ADDE.043T
    Attorney Name
    Jessica C. Sganga
    Law Office Assigned Location Code
    M60
  • Owners
Information
Mark Drawing Code
3
Mark Identification
A
Case File Statements
  • DM0000: The mark consists of a design of the letter "A" comprised of a parallelogram forming the left side of "A" and a smaller parallelogram forming the right side of "A".
  • GS0091: Computer software for aggregating financial service and market data for use in the financial services industry; computer software for managing financial portfolios for use by financial advisers; computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; computer software for reporting portfolio analytics, financial goals, and financial objectives; computer software for client management and customer relationship management (CRM); computer software platforms for aggregating financial service and market data for use in the financial services industry
  • PM0001: ADDEPAR
  • CC0000: Color is not claimed as a feature of the mark.
  • GS0421: 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)
Case File Event Statements
  • 1/8/2018 - 6 years ago
    4 - TEAS AMENDMENT OF USE RECEIVED Type: EAAU
  • 10/27/2017 - 6 years ago
    1 - NEW APPLICATION ENTERED Type: NWAP
  • 11/2/2017 - 6 years ago
    2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS
  • 11/3/2017 - 6 years ago
    3 - NOTICE OF DESIGN SEARCH CODE E-MAILED Type: MDSM
  • 1/9/2018 - 6 years ago
    5 - USE AMENDMENT FILED Type: IUAF
  • 1/9/2018 - 6 years ago
    6 - AMENDMENT TO USE PROCESSING COMPLETE Type: AUPC
  • 2/2/2018 - 6 years ago
    7 - ASSIGNED TO EXAMINER Type: DOCK
  • 2/2/2018 - 6 years ago
    8 - NON-FINAL ACTION WRITTEN Type: CNRT
  • 2/2/2018 - 6 years ago
    9 - NON-FINAL ACTION E-MAILED Type: GNRT
  • 2/2/2018 - 6 years ago
    10 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN
  • 2/28/2018 - 6 years ago
    11 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA
  • 2/28/2018 - 6 years ago
    12 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 3/1/2018 - 6 years ago
    13 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 3/2/2018 - 6 years ago
    14 - EXAMINERS AMENDMENT -WRITTEN Type: CNEA
  • 3/2/2018 - 6 years ago
    15 - EXAMINERS AMENDMENT E-MAILED Type: GNEA
  • 3/2/2018 - 6 years ago
    16 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Type: GNEN
  • 3/2/2018 - 6 years ago
    17 - EXAMINER'S AMENDMENT ENTERED Type: XAEC
  • 3/2/2018 - 6 years ago
    18 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 3/2/2018 - 6 years ago
    19 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 3/2/2018 - 6 years ago
    20 - USE AMENDMENT ACCEPTED Type: IUAA
  • 3/2/2018 - 6 years ago
    21 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA
  • 3/3/2018 - 6 years ago
    22 - NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED Type: AAUA
  • 3/8/2018 - 6 years ago
    23 - ASSIGNED TO LIE Type: ALIE
  • 3/21/2018 - 6 years ago
    24 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP
  • 4/10/2018 - 6 years ago
    25 - PUBLISHED FOR OPPOSITION Type: PUBO
  • 4/10/2018 - 6 years ago
    26 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB
  • 6/26/2018 - 6 years ago
    27 - REGISTERED-PRINCIPAL REGISTER Type: R.PR
  • 12/8/2022 - a year ago
    28 - TEAS CHANGE OF OWNER ADDRESS RECEIVED Type: COAR
  • 12/8/2022 - a year ago
    29 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Type: REAP
  • 12/8/2022 - a year ago
    30 - ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Type: ARAA
  • 12/8/2022 - a year ago
    31 - TEAS CHANGE OF CORRESPONDENCE RECEIVED Type: TCCA
  • 12/8/2022 - a year ago
    32 - APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Type: CHAN
  • 6/26/2023 - a year ago
    33 - COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Type: REM1
  • 6/25/2024 - 3 months ago
    34 - TEAS SECTION 8 & 15 RECEIVED Type: E815