E89R
TEAS SECTION 8 & 9 RECEIVED
07/23/2026
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Official data from USPTO
ADVENT PORTFOLIO EXCHANGE
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ADVENT PORTFOLIO EXCHANGE
ST13
US500000078432463Class
9
Filing
78432463
Registration
3051748
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
43
Latest update
07/23/2026
Trademark type
Word
Nice classes
9
Filing date
06/09/2004
Registration date
01/24/2006
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/08/2015
Last transaction
07/23/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
09/29/2005
First use in commerce
09/29/2005
Drawing code
4
Owner type
03
Owner location
San Francisco, CA, US
Examiner
MEIER, SHARON A
Law office
M30
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
Advent Software, Inc.
Advent Technology, Inc.
Representatives
Michael D. Lazzara Leech Tishman Fuscaldo & Lampl, LLC
Technical classification
Nice Classes
Class 9
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Computer softwaremanuals sold as a unitfor use in the fields of financial managementinvestment trackingportfolio analysisportfolio managementinvestment reportinginvestment performance managementfinancial instrument trades trackingaccount reconciliation and accounting
Publications
History of USPTO decisions and trademark events.
43 publications found
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/24/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/02/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/02/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/02/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
06/02/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
06/02/2023
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
06/02/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/29/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/29/2019
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
07/11/2018
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
07/22/2015
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
07/15/2015
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
04/08/2015
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
04/08/2015
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
04/08/2015
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/07/2015
E89R
TEAS SECTION 8 & 9 RECEIVED
03/24/2015
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02/09/2011
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/09/2011
E815
TEAS SECTION 8 & 15 RECEIVED
01/26/2011
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
11/08/2006
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
11/08/2006
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/01/2006
R.PR
REGISTERED-PRINCIPAL REGISTER
01/24/2006
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
12/08/2005
ALIE
ASSIGNED TO LIE
12/08/2005
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
11/27/2005
SUPC
STATEMENT OF USE PROCESSING COMPLETE
11/09/2005
IUAF
USE AMENDMENT FILED
10/26/2005
EISU
TEAS STATEMENT OF USE RECEIVED
10/26/2005
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
08/23/2005
PUBO
PUBLISHED FOR OPPOSITION
05/31/2005
NPUB
NOTICE OF PUBLICATION
05/11/2005
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
02/15/2005
ALIE
ASSIGNED TO LIE
02/15/2005
CNEA
EXAMINERS AMENDMENT MAILED
01/25/2005
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/25/2005
CNEA
EXAMINERS AMENDMENT -WRITTEN
01/25/2005
CNRT
NON-FINAL ACTION MAILED
01/25/2005
CNRT
NON-FINAL ACTION WRITTEN
01/24/2005
DOCK
ASSIGNED TO EXAMINER
01/10/2005
NWAP
NEW APPLICATION ENTERED
06/16/2004
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