EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
02/17/2026
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Official data from USPTO
A ADDEPAR
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
37
Latest update
02/19/2026
Trademark type
Combined
Nice classes
42
Filing date
11/14/2017
Registration date
07/03/2018
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/04/2024
Last transaction
02/19/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2013-01-00
First use in commerce
2013-01-00
Drawing code
3
Owner type
03
Owner location
New York, NY
Examiner
LEVINE, HOWARD B
Current location
Historical data usage
Mark description
The mark consists of the word "ADDEPAR" to the right 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".
Holders and representatives
Holders
Addepar, Inc.
Addepar, Inc.
Representatives
Jessica C. Sganga BAKER & HOSTETLER LLP
Technical classification
Nice Classes
Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 42
Providing temporary use of non-downloadable software for aggregating financial service and market data for use in the financial services industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor 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 industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor 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 industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor client management and customer relationship management (CRM); cloud computing featuring software for aggregating financial service and market data for use in the financial services industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor 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 industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor client management and customer relationship management (CRM); providing a website featuring resourcesnon-downloadable software for aggregating financial service and market data for use in the financial services industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor 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 industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor client management and customer relationship management (CRM)
Publications
History of USPTO decisions and trademark events.
37 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/17/2026
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/17/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/17/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
02/17/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
02/17/2026
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
12/04/2024
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
12/04/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12/04/2024
E815
TEAS SECTION 8 & 15 RECEIVED
06/25/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/03/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/08/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/08/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/08/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/08/2022
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/08/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
07/03/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/17/2018
PUBO
PUBLISHED FOR OPPOSITION
04/17/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/28/2018
ALIE
ASSIGNED TO LIE
03/08/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/02/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/01/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/28/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/28/2018
AAUA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
02/03/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/02/2018
GNRT
NON-FINAL ACTION E-MAILED
02/02/2018
CNRT
NON-FINAL ACTION WRITTEN
02/02/2018
IUAA
USE AMENDMENT ACCEPTED
02/02/2018
DOCK
ASSIGNED TO EXAMINER
02/02/2018
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
01/09/2018
IUAF
USE AMENDMENT FILED
01/09/2018
EAAU
TEAS AMENDMENT OF USE RECEIVED
01/08/2018
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
11/28/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/27/2017
NWAP
NEW APPLICATION ENTERED
11/17/2017
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