A DESIGN

View On IC.GC.CA

REGISTERED

on 10 May 2021

Last Applicant/ Owned by

ADDEPAR INC.

303 Bryant Street, 3rd FloorMountain View, CA 94041

Serial Number

1895305 filed on 23^rd Apr 2018

Registration Number

TMA1099823 registered on 10^th May 2021

Registration expiry Date

10^th May 2031

Correspondent Address

AMY CROLL

(Origins IP)1750 Courtwood Crescent, Suite 300Ottawa

ONTARIO

K2C2B5

A DESIGN

Trademark usage description

computer software for aggregating financial market data for use in the financial services industry, namely, for use by financial advisors for managing Read More

Vienna Information

26 . 4 . 4

Other irregular parallelograms, trapezia and quadrilaterals, quadrilaterals containing one or more rounded cornersAutres parallélogrammes, trapèzes et quadrilatères irréguliers, quadrilatères avec un ou plusieurs coins arrondis

26 . 4 . 9

Several quadrilaterals juxtaposed, joined or intersectingPlusieurs quadrilatères, juxtaposés, accolés ou se coupant

26 . 4 . 24

Quadrilaterals with dark surfaces or parts of surfacesQuadrilatères avec surface ou partie de la surface foncée

27 . 5 . 1

Letters presenting a special form of writingLettres présentant un graphisme spécial

27 . 5 . 21

One letterUne lettre

Classification Information

Class [009]
Computer software for aggregating financial market data for use in the financial services industry, namely, for use by financial advisors for managing financial portfolios; computer software for managing financial portfolios for use by financial advisers; computer software for wealth management, asset management, fund management, investment management, portfolio analytics, financial market information data management and aggregation, and accounting; computer software for reporting portfolio analytics, financial goals, and financial objectives, namely, asset management, fund management, wealth management, and portfolio management; computer software for client management and customer relationship management (CRM); computer software platforms for aggregating financial market information data for use in the financial capital investment services industry, namely, for use by financial advisors for managing financial portfolios.

Classification kind code

Class [035]
Financial records management; Compiling financial capital investment, securities, stock exchange, Trade and Quote (TAQ) database, and stock index value information for business investment purposes; analyzing and compiling data for measuring the performance of financial markets; Business advice and information relating to the financial capital investment services industry, financial capital investment advisers, wealth management, asset management, fund management, investment management, portfolio analytics, financial market information data management and aggregation, accounting, enterprise reporting, client management, and customer relationship management (CRM); preparation of financial statements; advisory services and consultancy in the field of accounting, enterprise reporting, client management, and customer relationship management (CRM); business research relating to financial capital investment services industry, financial capital investment advisers, wealth management, asset management, fund management, investment management, portfolio analytics, financial market information data management and aggregation, accounting, enterprise reporting, client management, and customer relationship management (CRM); provision of an on-line marketplace for financial products and services; provision of an on-line marketplace for buyers and sellers of goods and services.

Classification kind code

Class [036]
Preparation of reports relating to finance and investments; wealth management services; providing information in the field of financial capital investments and wealth management; financial research and information services; financial analysis services; strategic financial capital investment advisory services; financial capital investment advisory and consultancy services; financial planning services; monitoring financial markets for investment purposes; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial services, namely, the trading of securities, shares, options, bonds, commodities, currencies, interest rates, market indexes, and stocks; news reporting services in the field of financial news; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and shares, options, bonds, commodities, currencies, interest rates, market indexes, and stocks; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; advisory services and consultancy in the field of financial capital investment services industry, financial capital investment advisers, wealth management, asset management, fund management, investment management, portfolio analytics, financial market information data management and aggregation; providing and updating a financial index in the nature of quantitative measurements for analyzing investor attitudes and to enable consumers to evaluate investments and market trends.

Classification kind code

Class [042]
Hosting a website featuring an online marketplace for exchanging goods and services with other users; platform as a service (PAAS) featuring software used for the sale of financial products and services, namely, securities, shares, options, bonds, commodities, currencies, interest rates, market indexes, and stocks; hosting a website that provides commercial financial transaction data, account management, financial transaction reporting, business transaction accounting.

Classification kind code

Mark Details

Serial Number

1895305

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 190 on 21^st Apr 2021	Registration Pending
Submitted for opposition 42 on 3^rd Feb 2021	Advertised
Submitted for opposition 26 on 6^th Jan 2021	Approved
Submitted for opposition 27 on 6^th Jan 2021	Approval Notice Sent
Submitted for opposition 15 on 29^th Jun 2020	Correspondence Created
Submitted for opposition 22 on 18^th Nov 2019	Search Recorded
Submitted for opposition 20 on 18^th Nov 2019	Examiner's First Report
Submitted for opposition 31 on 25^th Apr 2018	Formalized
Submitted for opposition 1 on 24^th Apr 2018	Created
Submitted for opposition 30 on 23^rd Apr 2018	Filed