COPIA WEALTH STUDIOS
Live / Applied — Response to non-final action entered (as of 30 Mar 2026)
What this means for you
Not registered yet, but its 12 May 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99179599
- Mark type
- Stylized text
- Filed
- 12 May 2025
- Attorney of record
- Geneva Amy Lai
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; 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; Downloadable software development kits (SDK) for building applications for aggregating, analyzing, and reporting public and private data; Downloadable application programming interface (API) software for requesting and accessing public and private data
Owner
- Copia Wealth Studios Inc., Carlsbad, CA, US
Prosecution history
- 30 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 30 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 30 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 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
- 24 Dec 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 24 Dec 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 30 Sept 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 30 Sept 2025 — NON-FINAL ACTION E-MAILED
- 30 Sept 2025 — NON-FINAL ACTION WRITTEN
- 25 Sept 2025 — ASSIGNED TO EXAMINER
- 19 Sept 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 12 May 2025 — APPLICATION FILING RECEIPT MAILED
- 12 May 2025 — NEW APPLICATION ENTERED