Serial Number
99179599
Owner
Copia Wealth Studios Inc.Attorney
Geneva Amy LaiFirst Use Date
Apr 27, 2021
Filing Date
May 12, 2025
COPIA WEALTH STUDIOS Trademark
Serial Number: 99179599
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 12, 2025
Registration Date
Not Registered
First Use Anywhere
April 27, 2021
First Use in Commerce
April 27, 2021
Goods & Services
Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financial objectives; Downloadable computer software for client management and customer relationship management (CRM); Downloadable computer software platforms for aggregating financial service and market data for use in the financial services industry; Downloadable software development kits (SDK) for building applications for aggregating, analyzing, and reporting public and private data; Downloadable application programming interface (API) software for requesting and accessing public and private data
