| Serial Number | 97370855 |
| Word Mark | COPIA WEALTH STUDIOS |
| Filing Date | Tuesday, April 19, 2022 |
| Status | 730 - FIRST EXTENSION - GRANTED |
| Status Date | Monday, September 30, 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, February 13, 2024 |
| Goods and Services | Providing and updating a financial index; providing a website featuring an online marketplace for exchanging goods and services with other users |
| NOT AVAILABLE | "WEALTH" |
| Goods and Services | Cloud computing featuring software for use in 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); Platform as a service (PAAS) featuring computer software platforms 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); Providing temporary use of a non-downloadable web application 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); Providing temporary use of a web-based software application 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); Providing temporary use of on-line non-downloadable 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); Providing a website featuring resources, namely, non-downloadable 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); 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 | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, April 26, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Tuesday, April 26, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 |
| Friday, April 22, 2022 | NEW APPLICATION ENTERED |
| Tuesday, April 26, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, February 4, 2023 | ASSIGNED TO EXAMINER |
| Friday, February 10, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, February 10, 2023 | NON-FINAL ACTION E-MAILED |
| Friday, February 10, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, February 10, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, February 10, 2023 | NON-FINAL ACTION E-MAILED |
| Friday, February 10, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, February 11, 2023 | NON-FINAL ACTION WRITTEN |
| Saturday, February 11, 2023 | NON-FINAL ACTION E-MAILED |
| Saturday, February 11, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 3, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, May 3, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 4, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, May 29, 2023 | FINAL REFUSAL E-MAILED |
| Monday, May 29, 2023 | FINAL REFUSAL WRITTEN |
| Monday, May 29, 2023 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Friday, June 16, 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, June 20, 2023 | REVIEW OF CORRESPONDENCE COMPLETE |
| Tuesday, June 20, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, July 4, 2023 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Tuesday, July 11, 2023 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Saturday, July 15, 2023 | NON-FINAL ACTION WRITTEN |
| Saturday, July 15, 2023 | NON-FINAL ACTION E-MAILED |
| Saturday, July 15, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, August 28, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, August 28, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, August 29, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 8, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 24, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 13, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 9, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, February 13, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, September 30, 2024 | SOU TEAS EXTENSION RECEIVED |
| Monday, September 30, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, September 30, 2024 | SOU EXTENSION 1 FILED |
| Monday, September 30, 2024 | SOU EXTENSION 1 GRANTED |