COPIA WEALTH MANAGEMENT ADVISORS, INC.
Dead / Cancelled — Cancelled — Section 8 (as of 13 Dec 2024)
What this means for you
This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 87611851
- Registration number
- 5479632
- Mark type
- Stylized text
- Filed
- 18 Sept 2017
- Published for opposition
- 13 Mar 2018
- Registered
- 29 May 2018
- Attorney of record
- Brent A. Friedman
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, mortgage planning; Financial trust planning; On-line financial planning services
Owner
- DAWSON, ELISABETH, SAN DIEGO, CA, US
- Copia Wealth Management Advisors, Inc., San Diego, CA, US
- Copia Wealth Management Advisors, Inc., San Diego, CA, US
- Copia Wealth Management Advisors, Inc., San Diego, CA, US
Prosecution history
- 13 Dec 2024 — CANCELLED SEC. 8 (6-YR)
- 29 May 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 12 Feb 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 29 May 2018 — REGISTERED-PRINCIPAL REGISTER
- 13 Mar 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 13 Mar 2018 — PUBLISHED FOR OPPOSITION
- 21 Feb 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 02 Feb 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 02 Feb 2018 — EXAMINER'S AMENDMENT ENTERED
- 02 Feb 2018 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 02 Feb 2018 — EXAMINERS AMENDMENT E-MAILED
- 02 Feb 2018 — EXAMINERS AMENDMENT -WRITTEN
- 26 Dec 2017 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 26 Dec 2017 — NON-FINAL ACTION E-MAILED
- 26 Dec 2017 — NON-FINAL ACTION WRITTEN