NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/20/2026
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Official data from USPTO
A
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: CombinedOffice: US
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
52
Latest update
07/20/2026
Classification
Registered
Trademark type
Combined
Nice classes
35, 36, 42
Filing date
10/24/2017
Registration date
04/28/2020
Expiration date
-
Recommended action
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Next step
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Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/20/2026
Last transaction
07/20/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
02/17/2012
First use in commerce
02/17/2012
Drawing code
3
Owner type
03
Owner location
New York, NY, US
Examiner
LEVINE, HOWARD B
Current location
Historical data usage
Mark description
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".
Holders and representatives
Holders
Addepar, Inc.
Addepar, Inc.
Representatives
Jessica C. Sganga BAKER & HOSTETLER LLP
Technical classification
Nice Classes
Class 35Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business advice and information relating to the financial services industryfinancial adviserswealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingreportingclient managementcustomer relationship management (CRM); preparation of reports relating to finance and investments; financial records management; assistanceadvisory services and consultancy with regard to data management and aggregationaccountingdata reportingbusiness client managementcustomer relationship management (CRM); compiling financialsecuritiesstock exchangetrade and quoteindex value and other financial market information for business purposes; providing an on-line computer web site that provides commercial financial transaction dataaccount managementfinancial reportingaccounting features and related reference information; analyzing and compiling data for measuring the performance of financial markets; business research
Class 36
Providing information in the field of finance; financial research and information services; financial analysis services; monitoring financial markets for investment purposes; financial evaluationtrackinganalysis relating to securities and other financial instruments; financial servicesassistanceadvisory services and consultancy with regard to financial adviserswealth managementinvestment portfolio analytics
Class 42
platform as a service (PAAS) featuring computer software platforms 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.
52 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/20/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/20/2026
E815
TEAS SECTION 8 & 15 RECEIVED
04/14/2026
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
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
04/28/2025
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
04/28/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
03/25/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
03/24/2020
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
02/27/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
02/26/2020
DPCC
DIVISIONAL PROCESSING COMPLETE
02/26/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
02/11/2020
IUAF
USE AMENDMENT FILED
01/10/2020
DRRR
DIVISIONAL REQUEST RECEIVED
01/10/2020
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
01/10/2020
EISU
TEAS STATEMENT OF USE RECEIVED
01/10/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
12/12/2019
EX1G
SOU EXTENSION 1 GRANTED
12/10/2019
EXT1
SOU EXTENSION 1 FILED
12/10/2019
EEXT
SOU TEAS EXTENSION RECEIVED
12/10/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06/11/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/16/2019
PUBO
PUBLISHED FOR OPPOSITION
04/16/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/27/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/20/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/15/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/14/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/14/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/15/2018
GNRT
NON-FINAL ACTION E-MAILED
08/15/2018
CNRT
NON-FINAL ACTION WRITTEN
08/15/2018
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
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
11/03/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/02/2017
NWAP
NEW APPLICATION ENTERED
10/27/2017
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