| Serial Number | 97980609 |
| Word Mark | COPIA WEALTH STUDIOS |
| Filing Date | Tuesday, April 19, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 14, 2025 |
| Registration Number | 7986310 |
| Registration Date | Tuesday, October 14, 2025 |
| 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 | 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) |
| NOT AVAILABLE | "WEALTH" |
| 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 | Tuesday, April 27, 2021 |
| First Use In Commerce Date | Tuesday, April 27, 2021 |
| Party Name | Copia Wealth Studios Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Carlsbad, CA 92009 US |
| Party Name | Copia Wealth Studios Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Carlsbad, CA 92009 US |
| Party Name | Copia Wealth Studios Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Carlsbad, CA 92009 US |
| 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 WRITTEN |
| Monday, May 29, 2023 | FINAL REFUSAL E-MAILED |
| 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, February 13, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 9, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, September 30, 2024 | SOU TEAS EXTENSION RECEIVED |
| Monday, September 30, 2024 | SOU EXTENSION 1 FILED |
| Monday, September 30, 2024 | SOU EXTENSION 1 GRANTED |
| Monday, September 30, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, February 26, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, February 26, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, February 26, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, April 7, 2025 | SOU TEAS EXTENSION RECEIVED |
| Monday, April 7, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Monday, April 7, 2025 | TEAS REQUEST TO DIVIDE RECEIVED |
| Monday, July 21, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, July 25, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, July 25, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, September 8, 2025 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Monday, April 7, 2025 | SOU EXTENSION 2 FILED |
| Wednesday, September 24, 2025 | SOU EXTENSION 2 GRANTED |
| Wednesday, September 24, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, April 7, 2025 | DIVISIONAL REQUEST RECEIVED |
| Wednesday, September 24, 2025 | DIVISIONAL PROCESSING COMPLETE |
| Monday, April 7, 2025 | USE AMENDMENT FILED |
| Wednesday, September 24, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, September 24, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, September 24, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, October 14, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 14, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, March 11, 2026 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, March 11, 2026 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, March 11, 2026 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |