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 FOURTH EXTENSION - GRANTED as of Monday, January 29, 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
Status733 - FOURTH EXTENSION - GRANTED
Status DateMonday, January 29, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - 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 DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


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, January 31, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, January 29, 2024SOU EXTENSION 4 GRANTED
Monday, January 29, 2024SOU EXTENSION 4 FILED
Monday, January 29, 2024SOU TEAS EXTENSION RECEIVED
Wednesday, August 2, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, July 31, 2023SOU EXTENSION 3 GRANTED
Monday, July 31, 2023SOU EXTENSION 3 FILED
Monday, July 31, 2023SOU TEAS EXTENSION RECEIVED
Saturday, January 21, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, January 19, 2023SOU EXTENSION 2 GRANTED
Thursday, January 19, 2023SOU EXTENSION 2 FILED
Thursday, January 19, 2023SOU TEAS EXTENSION RECEIVED
Wednesday, July 27, 2022NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, July 25, 2022SOU EXTENSION 1 GRANTED
Monday, July 25, 2022SOU EXTENSION 1 FILED
Monday, July 25, 2022SOU TEAS EXTENSION RECEIVED
Tuesday, February 1, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 7, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 7, 2021PUBLISHED FOR OPPOSITION
Wednesday, November 17, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 2, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 27, 2021ASSIGNED TO EXAMINER
Friday, August 13, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, May 18, 2021NEW APPLICATION ENTERED