COPIA WEALTH MANAGEMENT ADVISORS, INC. Trademark

Serial Number: 87611851 • Registration: 5479632

COPIA WEALTH MANAGEMENT ADVISORS, INC. is a trademark filed by Dawson, Elisabeth on September 18, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Dawson, Elisabeth (3 trademarks)

2333 Camino Del Rio South Suite 240
San Diego, CA 92108

Entity Type: 01

Copia Wealth Management Advisors, Inc. (5 trademarks)

[email protected]
San Diego, CA 92108

Entity Type: 03

Legal Representation

Attorney of Record

Brent A Friedman

195 trademarks filed View all →

Correspondence Address

BRENT A. FRIEDMAN BRENT A. FRIEDMAN, PA

1101 BRICKELL AVENUE, 8TH FL, SOUTH TWR

[email protected]

MIAMI, FL 33131

UNITED STATES

Trademark Details

Filing Date

September 18, 2017

Registration Date

May 29, 2018

First Use Anywhere

January 1, 2015

First Use in Commerce

January 1, 2015

Published for Opposition

March 13, 2018

Cancellation Date

December 13, 2024

Goods & Services

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, mortgage planning; Financial trust planning; On-line financial planning services