COPIA WEALTH MANAGEMENT ADVISORS, INC. Trademark
Trademark Overview
On Monday, September 18, 2017, a trademark application was filed for COPIA WEALTH MANAGEMENT ADVISORS, INC. with the United States Patent and Trademark Office. The USPTO has given the COPIA WEALTH MANAGEMENT ADVISORS, INC. trademark a serial number of 87611851. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, December 13, 2024. This trademark is owned by Copia Wealth Management Advisors, Inc.. The COPIA WEALTH MANAGEMENT ADVISORS, INC. trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of ...
General Information
| Serial Number | 87611851 |
| Word Mark | COPIA WEALTH MANAGEMENT ADVISORS, INC. |
| Filing Date | Monday, September 18, 2017 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, December 13, 2024 |
| Registration Number | 5479632 |
| Registration Date | Tuesday, May 29, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 13, 2018 |
Trademark Statements
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, mortgage planning; Financial trust planning; On-line financial planning services |
| NOT AVAILABLE | "WEALTH MANAGEMENT ADVISORS, INC." |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 13, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 1, 2015 |
| First Use In Commerce Date | Thursday, January 1, 2015 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 01 - Individual |
| Address | SAN DIEGO, CA 92108 |
| Party Name | Copia Wealth Management Advisors, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92108 |
| Party Name | Copia Wealth Management Advisors, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92108 |
| Party Name | Copia Wealth Management Advisors, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92108 |
Trademark Events
| Event Date | Event Description |
| Thursday, September 21, 2017 | NEW APPLICATION ENTERED |
| Thursday, September 21, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, December 20, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, December 26, 2017 | NON-FINAL ACTION WRITTEN |
| Tuesday, December 26, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, December 26, 2017 | NON-FINAL ACTION E-MAILED |
| Friday, February 2, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, February 2, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Friday, February 2, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, February 2, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Friday, February 2, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 21, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 13, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 13, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 29, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, February 12, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, May 29, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, December 13, 2024 | CANCELLED SEC. 8 (6-YR) |
