TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/11/2026
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Official data from USPTO
COPIA WEALTH STUDIOS
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 STUDIOS
ST13
US500000097980609Class
42
Filing
97980609
Registration
7986310
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
59
Latest update
03/13/2026
Trademark type
Word
Nice classes
42
Filing date
04/19/2022
Registration date
10/14/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/14/2025
Last transaction
03/13/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
04/27/2021
First use in commerce
04/27/2021
Drawing code
4
Owner type
03
Owner location
Carlsbad, CA, US
Examiner
CLYBURN, CARLA DIONNE
Law office
M10
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Copia Wealth Studios Inc.
Representatives
Geneva Amy Lai HG Law LLP
Technical classification
Nice Classes
Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 42
Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor 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 industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor 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 industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor 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 industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor 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 industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor client management and customer relationship management (CRM); Providing a website featuring resourcesnon-downloadable software for aggregating financial service and market data for use in the financial services industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor 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 industryfor managing financial portfolios for use by financial advisersfor wealth managementasset managementfund managementinvestment managementportfolio analyticsdata management and aggregationaccountingfor reporting portfolio analyticsfinancial goalsfinancial objectivesfor client management and customer relationship management (CRM)
Publications
History of USPTO decisions and trademark events.
59 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
03/11/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
03/11/2026
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
10/14/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
10/14/2025
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09/24/2025
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/24/2025
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/24/2025
DPCC
DIVISIONAL PROCESSING COMPLETE
09/24/2025
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
09/24/2025
EX2G
SOU EXTENSION 2 GRANTED
09/24/2025
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
09/08/2025
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
07/25/2025
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
07/25/2025
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
07/21/2025
IUAF
USE AMENDMENT FILED
04/07/2025
DRRR
DIVISIONAL REQUEST RECEIVED
04/07/2025
EXT2
SOU EXTENSION 2 FILED
04/07/2025
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
04/07/2025
EISU
TEAS STATEMENT OF USE RECEIVED
04/07/2025
EEXT
SOU TEAS EXTENSION RECEIVED
04/07/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/26/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/26/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/26/2025
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
09/30/2024
EX1G
SOU EXTENSION 1 GRANTED
09/30/2024
EXT1
SOU EXTENSION 1 FILED
09/30/2024
EEXT
SOU TEAS EXTENSION RECEIVED
09/30/2024
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
04/09/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/13/2024
PUBO
PUBLISHED FOR OPPOSITION
02/13/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/24/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/08/2023
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/29/2023
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/28/2023
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/28/2023
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/15/2023
GNRT
NON-FINAL ACTION E-MAILED
07/15/2023
CNRT
NON-FINAL ACTION WRITTEN
07/15/2023
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
07/11/2023
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
07/04/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/20/2023
CORV
REVIEW OF CORRESPONDENCE COMPLETE
06/20/2023
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
06/16/2023
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
05/29/2023
GNFR
FINAL REFUSAL E-MAILED
05/29/2023
CNFR
FINAL REFUSAL WRITTEN
05/29/2023
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/04/2023
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/03/2023
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/03/2023
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/11/2023
GNRT
NON-FINAL ACTION E-MAILED
02/11/2023
CNRT
NON-FINAL ACTION WRITTEN
02/11/2023
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/10/2023
GNRT
NON-FINAL ACTION E-MAILED
02/10/2023
CNRT
NON-FINAL ACTION WRITTEN
02/10/2023
DOCK
ASSIGNED TO EXAMINER
02/04/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/26/2022
NWAP
NEW APPLICATION ENTERED
04/22/2022
Continuous trademark protection
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