USPTO serial 78432463
ADVENT PORTFOLIO EXCHANGE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 24, 2006
- Examiner
- MEIER, SHARON A
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
San Francisco, CA, US
San Francisco, CA, US
San Francisco, CA, US
San Francisco, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michael D. Lazzara
Michael D. Lazzara Leech Tishman Fuscaldo & Lampl, LLC525 William Penn Place28th FloorPittsburgh, PA 15219Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | 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 | ACTIVE | Sep 29, 2005 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Advent Technology, Inc.
- Other trademarks owned by Advent Technology, Inc.
- Other trademarks owned by Advent Software, Inc.
- Other trademarks owned by Advent Technology, Inc.
- Other trademarks in Class 009
- Similar marks named ADVENT PORTFOLIO EXCHANGE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 30, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Sep 30, 2026 | RNL2 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Sep 30, 2026 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Sep 30, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 23, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 24, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jun 2, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 2, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 2, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 2, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 2, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 2, 2023 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| May 29, 2019 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| May 29, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 11, 2018 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 22, 2015 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 15, 2015 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Apr 8, 2015 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Apr 8, 2015 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Apr 8, 2015 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Apr 7, 2015 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Mar 24, 2015 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Feb 9, 2011 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Feb 9, 2011 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 26, 2011 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Nov 8, 2006 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 8, 2006 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 1, 2006 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 24, 2006 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Dec 8, 2005 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Dec 8, 2005 | ALIE | ASSIGNED TO LIE | — |
| Nov 27, 2005 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Nov 9, 2005 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 26, 2005 | IUAF | USE AMENDMENT FILED | — |
| Oct 26, 2005 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Aug 23, 2005 | NOAM | NOA MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| May 31, 2005 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| May 11, 2005 | NPUB | NOTICE OF PUBLICATION | — |
| Feb 15, 2005 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Feb 15, 2005 | ALIE | ASSIGNED TO LIE | — |
| Jan 25, 2005 | CNEA | EXAMINERS AMENDMENT MAILED | — |
| Jan 25, 2005 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 25, 2005 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 25, 2005 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 24, 2005 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 10, 2005 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 16, 2004 | NWAP | NEW APPLICATION ENTERED | — |