ASSETS UNDER INTELLIGENCE
Live / Registered — Registered (as of 17 Dec 2024)
What this means for you
Registered since 17 Dec 2024. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90712316
- Registration number
- 7614171
- Mark type
- Stylized text
- Filed
- 14 May 2021
- Published for opposition
- 07 Dec 2021
- Registered
- 17 Dec 2024
- Attorney of record
- Geneva Amy Lai
Goods and services
- Class 042 — Scientific and technological services: 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)
Owner
- Copia Wealth Studios Inc., Carlsbad, CA, US
- Copia Wealth Studios Inc., Carlsbad, CA, US
- Copia Wealth Studios Inc., Carlsbad, CA, US
Prosecution history
- 11 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 11 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 11 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 26 Feb 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 26 Feb 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 26 Feb 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 Dec 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 17 Dec 2024 — REGISTERED-PRINCIPAL REGISTER
- 22 Oct 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 22 Oct 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 17 Sept 2024 — STATEMENT OF USE PROCESSING COMPLETE
- 15 Jul 2024 — USE AMENDMENT FILED
- 17 Sept 2024 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 15 Jul 2024 — TEAS STATEMENT OF USE RECEIVED
- 31 Jan 2024 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED