ASSETS UNDER INTELLIGENCE Trademark

Trademark Overview

On Friday, May 14, 2021, a trademark application was filed for ASSETS UNDER INTELLIGENCE with the United States Patent and Trademark Office. The USPTO has given the ASSETS UNDER INTELLIGENCE trademark a serial number of 90712316. The federal status of this trademark filing is REGISTERED as of Tuesday, December 17, 2024. This trademark is owned by Copia Wealth Studios Inc.. The ASSETS UNDER INTELLIGENCE trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)
assets under intelligence

General Information

Serial Number90712316
Word MarkASSETS UNDER INTELLIGENCE
Filing DateFriday, May 14, 2021
Status700 - REGISTERED
Status DateTuesday, December 17, 2024
Registration Number7614171
Registration DateTuesday, December 17, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 7, 2021

Trademark Statements

Goods and ServicesSoftware as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)

Classification Information

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, August 13, 2021
Primary Code042
First Use Anywhere DateWednesday, September 21, 2022
First Use In Commerce DateWednesday, September 21, 2022

Trademark Owner History

Party NameCopia Wealth Studios Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCarlsbad, CA 92009
Party NameCopia Wealth Studios Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCarlsbad, CA 92009
Party NameCopia Wealth Studios Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCarlsbad, CA 92009

Trademark Events

Event DateEvent Description
Wednesday, October 27, 2021ASSIGNED TO EXAMINER
Tuesday, May 18, 2021NEW APPLICATION ENTERED
Friday, August 13, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, November 2, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 17, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 7, 2021PUBLISHED FOR OPPOSITION
Tuesday, December 7, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 1, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, July 25, 2022SOU TEAS EXTENSION RECEIVED
Monday, July 25, 2022SOU EXTENSION 1 FILED
Monday, July 25, 2022SOU EXTENSION 1 GRANTED
Thursday, January 19, 2023SOU EXTENSION 2 FILED
Wednesday, July 27, 2022NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, January 19, 2023SOU TEAS EXTENSION RECEIVED
Thursday, January 19, 2023SOU EXTENSION 2 GRANTED
Monday, January 29, 2024SOU TEAS EXTENSION RECEIVED
Monday, January 29, 2024SOU EXTENSION 4 FILED
Monday, January 29, 2024SOU EXTENSION 4 GRANTED
Saturday, January 21, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, July 31, 2023SOU TEAS EXTENSION RECEIVED
Monday, July 31, 2023SOU EXTENSION 3 FILED
Monday, July 31, 2023SOU EXTENSION 3 GRANTED
Wednesday, August 2, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, January 31, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, July 15, 2024USE AMENDMENT FILED
Monday, July 15, 2024TEAS STATEMENT OF USE RECEIVED
Tuesday, September 17, 2024STATEMENT OF USE PROCESSING COMPLETE
Tuesday, September 17, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, October 22, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, October 22, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, December 17, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, December 17, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Wednesday, February 26, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, February 26, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, February 26, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Related Keywords

intelligence under assets management financial software analytics portfolio data services service customer relationship