USPTO serial 87553531
ADVENT GENESIS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 1, 2019
- Examiner
- WELLS, KELLEY L
- Law office
- Historical data usage
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
Need help with ADVENT GENESIS?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
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, namely, software for financial portfolio management, rebalancing portfolio construction, investment research, portfolio analytics and decision support, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, financial instruments trading compliance, and calculation of fees | ACTIVE | — |
| 042 | Software as a service (SaaS) featuring software in the field of financial portfolio management, rebalancing portfolio construction, investment research, portfolio analytics and decision support, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, financial instruments trading compliance, and calculation of fees | ACTIVE | — |
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 SS&C Technologies, Inc.
- Other trademarks owned by SS&C Technologies, Inc.
- Other trademarks owned by SS&C Technologies, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 042
- Similar marks named ADVENT GENESIS
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 30, 2026 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jun 30, 2026 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jun 29, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 29, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 1, 2026 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Oct 1, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 2, 2023 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| 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 | — |
| Oct 1, 2019 | 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. |
| Aug 27, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 26, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 22, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Aug 21, 2019 | IUAF | USE AMENDMENT FILED | — |
| Aug 21, 2019 | 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. |
| Apr 9, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 8, 2019 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Apr 5, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 2, 2019 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Mar 1, 2019 | TPEX | SOU EXTENSION RECEIVED WITH TEAS PETITION | — |
| Mar 1, 2019 | PETG | PETITION TO REVIVE-GRANTED | — |
| Mar 1, 2019 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Feb 21, 2019 | EXT1 | SOU EXTENSION 1 FILED | — |
| Aug 21, 2018 | NOAM | NOA E-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. |
| Jun 26, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 26, 2018 | 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. |
| Jun 6, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 21, 2018 | ALIE | ASSIGNED TO LIE | — |
| May 11, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 10, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 9, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 9, 2018 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Nov 9, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Nov 9, 2017 | GNRT | NON-FINAL ACTION E-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. |
| Nov 9, 2017 | 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. |
| Nov 2, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 8, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 5, 2017 | NWAP | NEW APPLICATION ENTERED | — |