WEALTH OS

What this means for you

This application is over — abandoned 26 Dec 2023. 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

97415143

Mark type

Stylized text

Filed

17 May 2022

Abandoned

26 Dec 2023

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

• 09 Jan 2024 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 09 Jan 2024 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 09 Jan 2024 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 25 Sept 2023 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 25 Sept 2023 — NON-FINAL ACTION E-MAILED
• 25 Sept 2023 — NON-FINAL ACTION WRITTEN
• 31 Aug 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 30 Aug 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 30 Aug 2023 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
• 30 May 2023 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 30 May 2023 — FINAL REFUSAL E-MAILED
• 30 May 2023 — FINAL REFUSAL WRITTEN
• 04 May 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 03 May 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 03 May 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED