| Serial Number | 97415151 |
| Word Mark | WEALTHOS |
| Filing Date | Tuesday, May 17, 2022 |
| Status | 807 - SU - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, September 4, 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, October 17, 2023 |
| 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 |
| Pseudo Mark | WEALTH OS |
| 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 | Wednesday, June 12, 2024 |
| First Use In Commerce Date | Wednesday, June 12, 2024 |
| 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 | Wednesday, June 12, 2024 |
| First Use In Commerce Date | Wednesday, June 12, 2024 |
| 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 | Wednesday, June 12, 2024 |
| First Use In Commerce Date | Wednesday, June 12, 2024 |
| 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, May 20, 2022 | NEW APPLICATION ENTERED |
| Tuesday, May 24, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, February 4, 2023 | ASSIGNED TO EXAMINER |
| 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 |
| Saturday, June 17, 2023 | REVIEW OF CORRESPONDENCE COMPLETE |
| Tuesday, June 20, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, July 15, 2023 | NON-FINAL ACTION E-MAILED |
| 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 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 8, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, August 28, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, August 29, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, August 28, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, October 17, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 27, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 17, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 12, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, June 12, 2024 | USE AMENDMENT FILED |
| Wednesday, June 12, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, July 31, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, September 4, 2024 | SU - NON-FINAL ACTION - WRITTEN |
| Wednesday, September 4, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 4, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, August 1, 2024 | STATEMENT OF USE PROCESSING COMPLETE |