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Official data from USPTO

ADDEPAR

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: US

Quick snapshot

ADDEPAR

ST13

US500000087657635

Class

9, 42

Filing

87657635

Registration

5944717

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

42

Latest update

02/19/2026

Classification

Registered

Trademark type

Word

Nice classes

9, 42

Filing date

10/24/2017

Registration date

12/24/2019

Expiration date

-

Recommended action

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Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/23/2025

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

03/15/2010

First use in commerce

03/15/2010

Drawing code

4

Owner type

03

Owner location

New York, NY

Examiner

LEVINE, HOWARD B

Current location

Historical data usage

Holders and representatives

Holders

Addepar, Inc.
Addepar, Inc.

Representatives

Jessica C. Sganga BAKER & HOSTETLER LLP

Technical classification

Nice Classes

Class 9Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 9

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

Class 42

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)

Publications

History of USPTO decisions and trademark events.

42 publications found

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

02/17/2026

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

12/23/2025

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

12/23/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

12/15/2025

E815

TEAS SECTION 8 & 15 RECEIVED

09/11/2025

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

12/24/2024

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

12/24/2019

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

11/21/2019

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

11/20/2019

SUPC

STATEMENT OF USE PROCESSING COMPLETE

10/30/2019

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

10/30/2019

IUAF

USE AMENDMENT FILED

10/15/2019

EISU

TEAS STATEMENT OF USE RECEIVED

10/15/2019

EXRA

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

05/11/2019

EX1G

SOU EXTENSION 1 GRANTED

05/09/2019

EXT1

SOU EXTENSION 1 FILED

05/09/2019

EEXT

SOU TEAS EXTENSION RECEIVED

05/09/2019

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

11/13/2018

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

09/18/2018

PUBO

PUBLISHED FOR OPPOSITION

09/18/2018

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

08/29/2018

ALIE

ASSIGNED TO LIE

08/10/2018

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

08/01/2018

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

07/31/2018

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/31/2018

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

07/31/2018

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

DOCK

ASSIGNED TO EXAMINER

02/02/2018

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

11/02/2017

NWAP

NEW APPLICATION ENTERED

10/27/2017

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