REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/26/2025
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Official data from USPTO
COPIA WEALTH MANAGEMENT & INSURANCE SERVICES
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
COPIA WEALTH MANAGEMENT & INSURANCE SERVICES
ST13
US500000087612404Class
36
Filing
87612404
Registration
6061351
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
41
Latest update
05/27/2025
Trademark type
Word
Nice classes
36
Filing date
09/18/2017
Registration date
05/26/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/26/2020
Last transaction
05/27/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
01/01/2009
First use in commerce
01/01/2009
Drawing code
4
Owner type
01
Owner location
SAN DIEGO, CA
Examiner
MEIER, SHARON
Law office
M30
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
DAWSON, ELISABETH
Dawson Insurance and Financial Services, Inc.
Representatives
Brent A. Friedman BRENT A. FRIEDMAN, PA
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planningthe creation of personalized strategies to achieve financial independence; Financial planningassisting clients in devising ways to save monies for retirement; Financial administration of retirement plans; Financial advicebudget planning; Financial retirement plan consulting services; Financial trust planning; Insurance administration; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance servicesinsurance eligibility review and verification and consultation in the financial planning industry; Consulting and information concerning insurance; Financial evaluation for insurance purposes; On-line financial planning services; Providing insurance premium rate quotes via on-linetelephone and mail means; Providing information in insurance matters
Publications
History of USPTO decisions and trademark events.
41 publications found
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
09/17/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/17/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/17/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/17/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
09/17/2020
R.PR
REGISTERED-PRINCIPAL REGISTER
05/26/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/10/2020
PUBO
PUBLISHED FOR OPPOSITION
03/10/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/19/2020
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
02/04/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/31/2020
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
01/29/2020
PC.D
PETITION TO DIRECTOR DISMISSED
01/26/2020
APET
ASSIGNED TO PETITION STAFF
01/13/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/10/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/10/2020
TPDR
TEAS PETITION TO DIRECTOR RECEIVED
12/10/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/11/2019
GNRT
NON-FINAL ACTION E-MAILED
06/11/2019
CNRT
NON-FINAL ACTION WRITTEN
06/11/2019
RCCK
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
05/20/2019
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
10/27/2018
GNSL
LETTER OF SUSPENSION E-MAILED
10/27/2018
CNSL
SUSPENSION LETTER WRITTEN
10/27/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/13/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/13/2018
ALIE
ASSIGNED TO LIE
09/12/2018
ERSI
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
08/31/2018
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
02/27/2018
GNSL
LETTER OF SUSPENSION E-MAILED
02/27/2018
CNSL
SUSPENSION LETTER WRITTEN
02/27/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/08/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/08/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/08/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/26/2017
GNRT
NON-FINAL ACTION E-MAILED
12/26/2017
CNRT
NON-FINAL ACTION WRITTEN
12/26/2017
DOCK
ASSIGNED TO EXAMINER
12/21/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/22/2017
NWAP
NEW APPLICATION ENTERED
09/21/2017
Continuous trademark protection
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