| Serial Number | 97415143 |
| Word Mark | WEALTH OS |
| Filing Date | Tuesday, May 17, 2022 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Tuesday, January 9, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - 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 |
| Tuesday, January 9, 2024 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Tuesday, January 9, 2024 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Tuesday, January 9, 2024 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Monday, September 25, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, September 25, 2023 | NON-FINAL ACTION E-MAILED |
| Monday, September 25, 2023 | NON-FINAL ACTION WRITTEN |
| Thursday, August 31, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 30, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 30, 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, May 30, 2023 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, May 30, 2023 | FINAL REFUSAL E-MAILED |
| Tuesday, May 30, 2023 | FINAL REFUSAL WRITTEN |
| Thursday, May 4, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 3, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 3, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, February 11, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, February 11, 2023 | NON-FINAL ACTION E-MAILED |
| Saturday, February 11, 2023 | NON-FINAL ACTION WRITTEN |
| Saturday, February 4, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, May 24, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 20, 2022 | NEW APPLICATION ENTERED |