Serial 98917351
Live / Allowed — Published for opposition (as of 03 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 22 Dec 2024 filing date already counts against anyone who files later.
Record
- Serial number
- 98917351
- Mark type
- Design / logo
- Filed
- 22 Dec 2024
- Published for opposition
- 03 Mar 2026
- Attorney of record
- Geneva Amy Lai
Goods and services
- 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; Providing business information to financial service providers by means of an internet web site, in the field of business marketing; Providing referral services in the field of investment advice and financial planning; Consulting services in the field of marketing financial services; Marketing services rendered to members of the financial services industry, namely, creating and designing materials for use by financial service providers and assisting financial service providers to develop their own marketing plans, advertising campaigns, and public relations campaigns; Preparation of reports relating to financial investments and financial accounts for business or commercial purposes; Accounting and bookkeeping services; Providing business information to financial service providers by means of an Internet web site, in the field of finance, wealth management, and investments; Market research services rendered to financial service providers; Marketing services rendered to members of the financial services industry, namely, creating and designing promotional materials for use by financial service providers; Promoting public awareness of the need for investment planning; Providing financial indices based on selected groups of securities; Business consultation services; Providing advice regarding business operations and management
- Class 036 — Insurance and financial services: Financial analysis; Financial research; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory, and research services relating to securities and other financial instruments; Financial research and information services; Financial portfolio analysis services; Monitoring financial markets for investment purposes; Financial services, namely, wealth management services; Providing information in the field of finance; Financial advice; Financial management; Investment brokerage; Investment management; Trading of securities options; Trading of securities index futures; Brokerage of shares; Foreign exchange transactions; Commodity brokerage and exchange; Trading of securities options and other derivative products for others; Financial planning for retirement; Financial information and consultancy services provided online from a computer database or global computer network, namely providing information in the field of financial management, wealth management, and investment management
Owner
- Copia Wealth Studios Inc., Carlsbad, CA, US
- Copia Wealth Studios Inc., Carlsbad, CA, US
Prosecution history
- 03 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 03 Mar 2026 — PUBLISHED FOR OPPOSITION
- 25 Feb 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 06 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 19 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 19 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 19 Jan 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 12 Nov 2025 — ASSIGNED TO EXAMINER
- 20 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 20 Oct 2025 — NON-FINAL ACTION E-MAILED
- 20 Oct 2025 — NON-FINAL ACTION WRITTEN
- 16 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 16 Oct 2025 — NON-FINAL ACTION E-MAILED
- 16 Oct 2025 — NON-FINAL ACTION WRITTEN
- 17 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED