ADVENT PORTFOLIO EXCHANGE
Live / Registered — Registered and renewed (as of 30 Sept 2026)
What this means for you
Registered since 24 Jan 2006. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 24 Jan 2036: the §8 & §9 renewal).
Record
- Serial number
- 78432463
- Registration number
- 3051748
- Mark type
- Word mark
- Filed
- 09 Jun 2004
- Published for opposition
- 31 May 2005
- Registered
- 24 Jan 2006
- Current term from
- 24 Jan 2026
- Next maintenance filing
- §8 & §9 renewal, due by 24 Jan 2036 (grace period to 24 Jul 2036)
- Attorney of record
- Michael D. Lazzara
Goods and services
- Class 009 — Scientific and electric apparatus: 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
Owner
- Advent Software, Inc., San Francisco, CA, US
- Advent Technology, Inc., San Francisco, CA, US
- Advent Technology, Inc., San Francisco, CA, US
- Advent Technology, Inc., San Francisco, CA, US
Prior registrations
Prosecution history
- 26 Oct 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 26 Oct 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 26 Oct 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 26 Oct 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 26 Oct 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 30 Sept 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 30 Sept 2026 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
- 30 Sept 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 30 Sept 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 Jul 2026 — TEAS SECTION 8 & 9 RECEIVED
- 24 Jan 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 02 Jun 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 02 Jun 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 02 Jun 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 02 Jun 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED