ADVISOR WEALTHDESIGN (AWD) Trademark
Trademark Overview
On Friday, May 19, 2023, a trademark application was filed for ADVISOR WEALTHDESIGN (AWD) with the United States Patent and Trademark Office. The USPTO has given the ADVISOR WEALTHDESIGN (AWD) trademark a serial number of 98004459. The federal status of this trademark filing is SECOND EXTENSION - GRANTED as of Tuesday, October 7, 2025. This trademark is owned by Parti Pris Investment Partners, Inc.. The ADVISOR WEALTHDESIGN (AWD) 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; Platform as a service (PAAS) featuring computer software platforms for processing data in the field of asset and portfolio management tools
General Information
| Serial Number | 98004459 |
| Word Mark | ADVISOR WEALTHDESIGN (AWD) |
| Filing Date | Friday, May 19, 2023 |
| Status | 731 - SECOND EXTENSION - GRANTED |
| Status Date | Tuesday, October 7, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| 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
| Pseudo Mark | ADVISOR WEALTH DESIGN AWD |
| NOT AVAILABLE | "ADVISOR" |
| Goods and Services | Software as a service (SAAS) services featuring software for processing data in the field of asset and portfolio management tools; Platform as a service (PAAS) featuring computer software platforms for processing data in the field of asset and portfolio management tools |
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 | Wednesday, June 21, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Parti Pris Investment Partners, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Morro Bay, CA 93442 |
| Party Name | Parti Pris Investment Partners, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Morro Bay, CA 93442 |
Trademark Events
| Event Date | Event Description |
| Friday, February 9, 2024 | ASSIGNED TO EXAMINER |
| Monday, April 1, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 23, 2023 | NEW APPLICATION ENTERED |
| Wednesday, June 21, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 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/EMAIL CORRESPONDENCE ENTERED |
| Friday, June 28, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 28, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, July 10, 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 |
| Tuesday, October 7, 2025 | SOU EXTENSION 2 GRANTED |
| Wednesday, October 8, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, October 7, 2025 | SOU EXTENSION 2 FILED |
| Saturday, April 5, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, October 7, 2025 | SOU TEAS EXTENSION RECEIVED |
