Advent Portfolio Exchange Trademark Details

Advent Portfolio Exchange was registered on Tuesday, January 24, 2006 and is currently owned by Advent Software, Inc. under the registration number 3051748 . This mark is alive with a status of Registered and Renewed. The last case file activity for this mark occured 9 years ago on Wednesday, April 8, 2015, according to the United State Patent & Trademark Office

Word Mark	Advent Portfolio Exchange
Status	Alive Registered 800 — Registered and Renewed

Current Owner

Advent Software, Inc. of San Francisco, CA

View all trademarks for Advent Software, Inc.

Other Trademarks for Advent Software, Inc.

Previous Owners

Advent Technology, Inc. of San Francisco, CA

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Other Trademarks for Advent Technology, Inc.

Serial Number	78432463
Registration Number	3051748
Status Date	Wednesday, April 8, 2015
Filing Date	Wednesday, April 8, 2015
Registration Date	Tuesday, January 24, 2006
Attorney	Thomas D. Drescher

Correspondent

Thomas D. Drescher
ADVENT SOFTWARE, INC.
600 TOWNSEND STREET, 5TH FLOOR
SAN FRANCISCO CA 94103

Case File Statements

Disclaimer with Predetermined Text	Portfolio
Goods & Services	Computer software, and manuals sold as a unit, for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance management, financial instrument trades tracking, account reconciliation and accounting

Classifications

International Class Codes	009 — Class 9 consists mostly of instruments used for controlling vehicles (such as ships), scientific research, and all computer programs and software regardless of the recording media such as CD-ROMs, hard drives, downloads, etc.
U.S. Class Codes	021, 023, 026, 036, 038
Status	6 — Active
Status Date	Wednesday, June 16, 2004
First Use Anywhere	Thursday, September 29, 2005
First Use In Commerce	Thursday, September 29, 2005
Primary Code	009

Trademark Timeline

Jun 09 2004

Trademark application filed with USPTO
Jun 16 2004

New Application Entered In Tram
Jan 10 2005

Assigned To Examiner
Jan 24 2005

Non-Final Action Written
Jan 25 2005

Examiners Amendment Mailed
Jan 25 2005

Approved For Pub - Principal Register
Jan 25 2005

Examiners Amendment -Written
Jan 25 2005

Non-Final Action Mailed
Feb 15 2005

Law Office Publication Review Completed
Feb 15 2005

Assigned To Lie
May 11 2005

Notice of Publication
May 31 2005

Published For Opposition
Aug 23 2005

Noa Mailed - Sou Required From Applicant
Sep 29 2005

First use anywhere for the mark
Sep 29 2005

First use in commerce for the mark
Oct 26 2005

Use Amendment Filed
Oct 26 2005

Teas Statement of Use Received
Nov 09 2005

Statement of Use Processing Complete
Nov 27 2005

Allowed Principal Register - Sou Accepted
Dec 08 2005

Law Office Registration Review Completed
Dec 08 2005

Assigned To Lie
Jan 24 2006

Registered-Principal Register
Jan 24 2006

Trademark officially registered with the USPTO
Nov 01 2006

Teas Change of Correspondence Received
Nov 08 2006

Applicant/correspondence Changes (non-Responsive) Entered
Nov 08 2006

Teas Change of Owner Address Received
Jan 26 2011

Teas Section 8 & 15 Received
Feb 09 2011

Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Feb 09 2011

Case Assigned To Post Registration Paralegal
Mar 24 2015

Teas Section 8 & 9 Received
Apr 07 2015

Case Assigned To Post Registration Paralegal
Apr 08 2015

Notice of Acceptance of Sec. 8 & 9 - E-Mailed
Apr 08 2015

Registered and Renewed (first Renewal - 10 Yrs)
Apr 08 2015

Registered - Sec. 8 (10-Yr) Accepted/sec. 9 Granted
Jul 15 2015

Assignment of Ownership Not Updated Automatically
Jul 22 2015

Assignment of Ownership Not Updated Automatically