WEALTH OPERATING SYSTEM

What this means for you

This application is over — abandoned 16 Sept 2024. 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

97415131

Mark type

Stylized text

Filed

17 May 2022

Abandoned

16 Sept 2024

Attorney of record

Myra Dioquino

Goods and services

• Class 009 — Scientific and electric apparatus: 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
• Class 035 — Advertising and business services: Providing and updating a financial index; providing a website featuring an online marketplace for exchanging goods and services with other users
• Class 042 — Scientific and technological 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)

Owner

• Copia Wealth Studios Inc., Carlsbad, CA, US

Prosecution history

• 27 Sept 2024 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 27 Sept 2024 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 13 Jun 2024 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 13 Jun 2024 — FINAL REFUSAL E-MAILED
• 13 Jun 2024 — FINAL REFUSAL WRITTEN
• 14 Dec 2023 — NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED
• 14 Dec 2023 — ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED
• 14 Dec 2023 — ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED
• 14 Dec 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 05 Sept 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 14 Dec 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 14 Dec 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 13 Dec 2023 — NOTICE OF REVIVAL - E-MAILED
• 13 Dec 2023 — ASSIGNED TO LIE
• 13 Dec 2023 — PETITION GRANTED - RESPONSE RECEIVED