Serial Number
90712316
Owner
Copia Wealth Studios Inc.Attorney
Geneva Amy LaiFirst Use Date
Sep 21, 2022
Filing Date
May 14, 2021
ASSETS UNDER INTELLIGENCE Trademark
Serial Number: 90712316 • Registration: 7614171
Trademark Classes
Owner Contact Info
6965 El Camino Real Ste 105-485
Carlsbad, CA 92009
Entity Type: 03
Legal Representation
Correspondence Address
Geneva Amy Lai HG Law LLP
75 Broad Street, Suite 510
HG Law LLP
New York, NY 10004
United States
Trademark Details
Filing Date
May 14, 2021
Registration Date
December 17, 2024
First Use Anywhere
September 21, 2022
First Use in Commerce
September 21, 2022
Published for Opposition
December 7, 2021
Goods & Services
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)
