FIRST EXTENSION - GRANTED
granted
on 30 Sep 2024
Last Applicant/ Owned by
xx
Carlsbad
CA
92009
Serial Number
97370855 filed on 19th Apr 2022
Registration Number
N/A
Correspondent Address
Myra Dioquino
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
COPIA WEALTH STUDIOS
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 goa Read More
Classification Information
Class [042]
Computer & Software Services & Scientific 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)
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [035]
Advertising, Business & Retail Services
Providing and updating a financial index; providing a website featuring an online marketplace for exchanging goods and services with other users
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 97370855
Mark Type
No Service Mark
Attorney Docket Number
No
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 30th Sep 2024 | SOU EXTENSION 1 GRANTED |
| 30th Sep 2024 | SOU EXTENSION 1 FILED |
| 30th Sep 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 30th Sep 2024 | SOU TEAS EXTENSION RECEIVED |
| 09th Apr 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 13th Feb 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 13th Feb 2024 | PUBLISHED FOR OPPOSITION |
| 24th Jan 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 08th Sep 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 29th Aug 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |