| Serial Number | 87612404 |
| Word Mark | COPIA WEALTH MANAGEMENT & INSURANCE SERVICES |
| Filing Date | Monday, September 18, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 26, 2020 |
| Registration Number | 6061351 |
| Registration Date | Tuesday, May 26, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 10, 2020 |
| Pseudo Mark | COPIA WEALTH MANAGEMENT AND INSURANCE SERVICES |
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, assisting clients in devising ways to save monies for retirement; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial trust planning; Insurance administration; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance services, namely, insurance eligibility review and verification and consultation in the financial planning industry; Consulting and information concerning insurance; Financial evaluation for insurance purposes; On-line financial planning services; Providing insurance premium rate quotes via on-line, telephone and mail means; Providing information in insurance matters |
| NOT AVAILABLE | "WEALTH MANAGEMENT & INSURANCE SERVICES" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, September 22, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 1, 2009 |
| First Use In Commerce Date | Thursday, January 1, 2009 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | SAN DIEGO, CA 92108 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | SAN DIEGO, CA 92108 |
| Party Name | NOT AVAILABLE |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 01 - Individual |
| Address | SAN DIEGO, CA 92108 |
| Party Name | Dawson Insurance and Financial Services, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92108 |
| Event Date | Event Description |
| Thursday, September 21, 2017 | NEW APPLICATION ENTERED |
| Friday, September 22, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, December 21, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, December 26, 2017 | NON-FINAL ACTION WRITTEN |
| Tuesday, December 26, 2017 | NON-FINAL ACTION E-MAILED |
| Tuesday, December 26, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, February 8, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, February 8, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 8, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 27, 2018 | SUSPENSION LETTER WRITTEN |
| Tuesday, February 27, 2018 | LETTER OF SUSPENSION E-MAILED |
| Tuesday, February 27, 2018 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Friday, August 31, 2018 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Wednesday, September 12, 2018 | ASSIGNED TO LIE |
| Thursday, September 13, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 13, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, October 27, 2018 | SUSPENSION LETTER WRITTEN |
| Saturday, October 27, 2018 | LETTER OF SUSPENSION E-MAILED |
| Saturday, October 27, 2018 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Monday, May 20, 2019 | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION |
| Tuesday, June 11, 2019 | NON-FINAL ACTION WRITTEN |
| Tuesday, June 11, 2019 | NON-FINAL ACTION E-MAILED |
| Tuesday, June 11, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, December 10, 2019 | TEAS PETITION TO DIRECTOR RECEIVED |
| Friday, January 10, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 10, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 13, 2020 | ASSIGNED TO PETITION STAFF |
| Sunday, January 26, 2020 | PETITION TO DIRECTOR DISMISSED |
| Wednesday, January 29, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, January 31, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, February 4, 2020 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, February 19, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 10, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 10, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 26, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, September 17, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, September 17, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, September 17, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, September 17, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, September 17, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, May 26, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |