| Serial Number | 90712316 |
| Word Mark | ASSETS UNDER INTELLIGENCE |
| Filing Date | Friday, May 14, 2021 |
| Status | 748 - STATEMENT OF USE - TO EXAMINER |
| Status Date | Tuesday, September 17, 2024 |
| 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, December 7, 2021 |
| Goods and Services | 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) |
| 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 | Friday, August 13, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, September 21, 2022 |
| First Use In Commerce Date | Wednesday, September 21, 2022 |
| Party Name | Copia Wealth Studios Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Carlsbad, CA 92009 |
| Party Name | Copia Wealth Studios Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Carlsbad, CA 92009 |
| Event Date | Event Description |
| Tuesday, May 18, 2021 | NEW APPLICATION ENTERED |
| Friday, August 13, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, October 27, 2021 | ASSIGNED TO EXAMINER |
| Tuesday, November 2, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 17, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 7, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 7, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 1, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, July 25, 2022 | SOU TEAS EXTENSION RECEIVED |
| Monday, July 25, 2022 | SOU EXTENSION 1 FILED |
| Monday, July 25, 2022 | SOU EXTENSION 1 GRANTED |
| Monday, July 31, 2023 | SOU EXTENSION 3 GRANTED |
| Wednesday, July 27, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, January 19, 2023 | SOU TEAS EXTENSION RECEIVED |
| Thursday, January 19, 2023 | SOU EXTENSION 2 FILED |
| Thursday, January 19, 2023 | SOU EXTENSION 2 GRANTED |
| Saturday, January 21, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, July 31, 2023 | SOU TEAS EXTENSION RECEIVED |
| Monday, July 31, 2023 | SOU EXTENSION 3 FILED |
| Wednesday, January 31, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, July 15, 2024 | USE AMENDMENT FILED |
| Monday, July 15, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, August 2, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, January 29, 2024 | SOU TEAS EXTENSION RECEIVED |
| Monday, January 29, 2024 | SOU EXTENSION 4 FILED |
| Monday, January 29, 2024 | SOU EXTENSION 4 GRANTED |
| Tuesday, September 17, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, September 17, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |