| Serial Number | 97415131 |
| Word Mark | WEALTH OPERATING SYSTEM |
| Filing Date | Tuesday, May 17, 2022 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Friday, September 27, 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 | NOT AVAILABLE |
| Goods and Services | Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios for use by financial advisers; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financial objectives; Downloadable computer software for client management and customer relationship management (CRM); Downloadable computer software platforms for aggregating financial service and market data for use in the financial services industry |
| Goods and Services | Providing and updating a financial index; providing a website featuring an online marketplace for exchanging goods and services with other users |
| 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 | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 24, 2022 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, May 24, 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, May 24, 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 | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Carlsbad, CA 92009 |
| Event Date | Event Description |
| Friday, May 20, 2022 | NEW APPLICATION ENTERED |
| Tuesday, May 24, 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 |
| 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 |
| Tuesday, May 30, 2023 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 30, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 30, 2023 | NON-FINAL ACTION E-MAILED |
| Friday, June 16, 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, September 5, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 5, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, September 5, 2023 | TEAS PETITION TO REVIVE RECEIVED |
| Tuesday, October 17, 2023 | ASSIGNED TO PETITION STAFF |
| Thursday, October 19, 2023 | INCOMPLETE PETITION NOTICE MAILED |
| Wednesday, December 13, 2023 | PETITION GRANTED - RESPONSE RECEIVED |
| Wednesday, December 13, 2023 | ASSIGNED TO LIE |
| Wednesday, December 13, 2023 | NOTICE OF REVIVAL - E-MAILED |
| Thursday, December 14, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, December 14, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, December 14, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, December 14, 2023 | ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED |
| Thursday, December 14, 2023 | ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED |
| Thursday, December 14, 2023 | NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED |
| Thursday, June 13, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, June 13, 2024 | FINAL REFUSAL E-MAILED |
| Thursday, June 13, 2024 | FINAL REFUSAL WRITTEN |
| Friday, September 27, 2024 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Friday, September 27, 2024 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |