COPIA WEALTH STUDIOS

Live / Registered — Registered (as of 14 Oct 2025)

What this means for you

Registered since 14 Oct 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97980609
Registration number
7986310
Mark type
Stylized text
Filed
19 Apr 2022
Published for opposition
13 Feb 2024
Registered
14 Oct 2025
Attorney of record
Geneva Amy Lai

Goods and services

  • 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

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
  • 14 Oct 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 14 Oct 2025 — REGISTERED-PRINCIPAL REGISTER
  • 24 Sept 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 24 Sept 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 24 Sept 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 07 Apr 2025 — USE AMENDMENT FILED
  • 24 Sept 2025 — DIVISIONAL PROCESSING COMPLETE
  • 07 Apr 2025 — DIVISIONAL REQUEST RECEIVED
  • 24 Sept 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 24 Sept 2025 — SOU EXTENSION 2 GRANTED
  • 07 Apr 2025 — SOU EXTENSION 2 FILED
  • 08 Sept 2025 — PREVIOUS ALLOWANCE COUNT WITHDRAWN

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