COPIA WEALTH MANAGEMENT & INSURANCE SERVICES
Live / Registered — Registered (as of 26 May 2020)
What this means for you
Registered since 26 May 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87612404
- Registration number
- 6061351
- Mark type
- Stylized text
- Filed
- 18 Sept 2017
- Published for opposition
- 10 Mar 2020
- Registered
- 26 May 2020
- 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, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, assisting clients in devising ways to save monies for retirement; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial trust planning; Insurance administration; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance services, namely, insurance eligibility review and verification and consultation in the financial planning industry; Consulting and information concerning insurance; Financial evaluation for insurance purposes; On-line financial planning services; Providing insurance premium rate quotes via on-line, telephone and mail means; Providing information in insurance matters
Owner
- DAWSON, ELISABETH, SAN DIEGO, CA, US
- DAWSON, ELISABETH, SAN DIEGO, CA, US
- DAWSON, ELISABETH, SAN DIEGO, CA, US
- Dawson Insurance and Financial Services, Inc., San Diego, CA, US
Prosecution history
- 26 May 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 17 Sept 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 17 Sept 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 Sept 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 17 Sept 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 Sept 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 26 May 2020 — REGISTERED-PRINCIPAL REGISTER
- 10 Mar 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 10 Mar 2020 — PUBLISHED FOR OPPOSITION
- 19 Feb 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 04 Feb 2020 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 31 Jan 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 29 Jan 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 26 Jan 2020 — PETITION TO DIRECTOR DISMISSED
- 13 Jan 2020 — ASSIGNED TO PETITION STAFF