ADVISOR SKETCHBOOK Trademark
Trademark Overview
On Wednesday, May 17, 2023, a trademark application was filed for ADVISOR SKETCHBOOK with the United States Patent and Trademark Office. The USPTO has given the ADVISOR SKETCHBOOK trademark a serial number of 98001284. The federal status of this trademark filing is REGISTERED as of Tuesday, July 21, 2026. This trademark is owned by Parti Pris Investment Partners, Inc.. The ADVISOR SKETCHBOOK trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SAAS) services featuring software for processing data in the field of asset and portfolio management tools
General Information
| Serial Number | 98001284 |
| Word Mark | ADVISOR SKETCHBOOK |
| Filing Date | Wednesday, May 17, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 21, 2026 |
| Registration Number | 8356240 |
| Registration Date | Tuesday, July 21, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 13, 2024 |
Trademark Statements
| Goods and Services | Software as a service (SAAS) services featuring software for processing data in the field of asset and portfolio management tools |
| NOT AVAILABLE | "ADVISOR" |
Classification Information
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 23, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, April 7, 2026 |
| First Use In Commerce Date | Tuesday, April 7, 2026 |
Trademark Owner History
| Party Name | Parti Pris Investment Partners, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Morro Bay, CA 93442
US |
| Party Name | Parti Pris Investment Partners, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Morro Bay, CA 93442
US |
| Party Name | Parti Pris Investment Partners, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Morro Bay, CA 93442
US |
Trademark Events
| Event Date | Event Description |
| Saturday, May 20, 2023 | NEW APPLICATION ENTERED |
| Tuesday, May 23, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 9, 2024 | ASSIGNED TO EXAMINER |
| Monday, April 1, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, April 1, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, April 1, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 28, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, June 28, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 28, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, July 5, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 24, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 13, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 13, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 8, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, April 4, 2025 | SOU TEAS EXTENSION RECEIVED |
| Friday, April 4, 2025 | SOU EXTENSION 1 FILED |
| Friday, April 4, 2025 | SOU EXTENSION 1 GRANTED |
| Saturday, April 5, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, October 7, 2025 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, October 7, 2025 | SOU EXTENSION 2 FILED |
| Tuesday, October 7, 2025 | SOU EXTENSION 2 GRANTED |
| Wednesday, October 8, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, April 8, 2026 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, April 8, 2026 | USE AMENDMENT FILED |
| Tuesday, June 30, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, July 1, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, July 1, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, July 21, 2026 | REGISTERED-PRINCIPAL REGISTER |
