NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
06/30/2026
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Official data from USPTO
ADVENT GENESIS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ADVENT GENESIS
ST13
US500000087553531Class
9, 42
Filing
87553531
Registration
5874811
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
40
Latest update
06/30/2026
Trademark type
Word
Nice classes
9, 42
Filing date
08/02/2017
Registration date
10/01/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/30/2026
Last transaction
06/30/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2017-09-00
First use in commerce
2017-09-00
Drawing code
4
Owner type
03
Owner location
Windsor, CT, US
Examiner
WELLS, KELLEY L
Current location
Historical data usage
Holders and representatives
Holders
SS&C Technologies, Inc.
Representatives
Michael D. Lazzara Leech Tishman Fuscaldo & Lampl, LLC
Technical classification
Nice Classes
Class 9Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Computer softwaresoftware for financial portfolio managementrebalancing portfolio constructioninvestment researchportfolio analytics and decision supportinvestment trackingfinancial portfolio analysisinvestment reportinginvestment performance managementfinancial instruments trades trackingtrade order managementfinancial instruments trading compliancecalculation of fees
Class 42
Software as a service (SaaS) featuring software in the field of financial portfolio managementrebalancing portfolio constructioninvestment researchportfolio analytics and decision supportinvestment trackingfinancial portfolio analysisinvestment reportinginvestment performance managementfinancial instruments trades trackingtrade order managementfinancial instruments trading compliancecalculation of fees
Publications
History of USPTO decisions and trademark events.
40 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
06/30/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/29/2026
E815
TEAS SECTION 8 & 15 RECEIVED
04/01/2026
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/01/2024
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
06/02/2023
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
R.PR
REGISTERED-PRINCIPAL REGISTER
10/01/2019
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
08/27/2019
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
08/26/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
08/22/2019
IUAF
USE AMENDMENT FILED
08/21/2019
EISU
TEAS STATEMENT OF USE RECEIVED
08/21/2019
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
04/09/2019
EX1G
SOU EXTENSION 1 GRANTED
04/08/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
04/05/2019
NREV
NOTICE OF REVIVAL - E-MAILED
03/02/2019
TPEX
SOU EXTENSION RECEIVED WITH TEAS PETITION
03/01/2019
PETG
PETITION TO REVIVE-GRANTED
03/01/2019
PROA
TEAS PETITION TO REVIVE RECEIVED
03/01/2019
EXT1
SOU EXTENSION 1 FILED
02/21/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
08/21/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/26/2018
PUBO
PUBLISHED FOR OPPOSITION
06/26/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/06/2018
ALIE
ASSIGNED TO LIE
05/21/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/11/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/10/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/09/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/09/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/09/2017
GNRT
NON-FINAL ACTION E-MAILED
11/09/2017
CNRT
NON-FINAL ACTION WRITTEN
11/09/2017
DOCK
ASSIGNED TO EXAMINER
11/02/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/08/2017
NWAP
NEW APPLICATION ENTERED
08/05/2017
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