OPTO
Live / Registered — Registered (as of 16 Jul 2024)
What this means for you
Registered since 16 Jul 2024. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97978142
- Registration number
- 7451617
- Mark type
- Design + words
- Filed
- 01 Sept 2022
- Published for opposition
- 16 May 2023
- Registered
- 16 Jul 2024
- Attorney of record
- Sonja Keith
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable electronic publications in the nature of newsletters, journals, articles, pamphlets, and email newsletters in the field of alternative investments
- Class 016 — Paper goods and printed matter: Printed publications, namely, newsletters, journals, articles, and pamphlets in the field of alternative investments
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, education, research, and guidance on alternative investments; Financial information provided by electronic means in the field of alternative investments, namely, videos and articles on developments and innovations in private market opportunities, interactive tools for learning about portfolio exposure and the role that alternatives can play in increasing return or decreasing risk, primers on individual asset classes and sectors, and interviews with fund managers and financial experts who will share their viewpoints; Financial investment in the field of alternative investments, custom fund products developed independently or with partners, retirement accounts, and alternative investments pre-secured for allocation to registered investment advisors; Funds investment; Investment advisory services; Investment management in the fields of alternative investments and custom fund products; Providing financial information services to registered investment advisors, specifically education, research, and guidance on alternative investments
- Class 041 — Education and entertainment services: Providing online non-downloadable electronic publications in the nature of newsletters, journals, articles, and blogs in the field of alternative investments
- Class 042 — Scientific and technological services: Providing a website featuring non-downloadable software for registered investment advisors to access, learn about, navigate, properly allocate, transact in, and communicate about alternative investment products
Owner
- OPTO INVESTMENTS, INC., AUSTIN, TX, US
- OPTO INVESTMENTS, INC., AUSTIN, TX, US
- OPTO INVESTMENTS, INC., AUSTIN, TX, US
- Lonsdale Investment Technology, Inc., Austin, TX, US
Prosecution history
- 11 Sept 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 11 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 11 Sept 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 11 Sept 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 16 Jul 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 16 Jul 2024 — REGISTERED-PRINCIPAL REGISTER
- 16 Jul 2024 — REGISTERED-PRINCIPAL REGISTER
- 10 Jun 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 10 Jun 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 01 May 2024 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 30 Apr 2024 — STATEMENT OF USE PROCESSING COMPLETE
- 27 Mar 2024 — USE AMENDMENT FILED
- 30 Apr 2024 — DIVISIONAL PROCESSING COMPLETE
- 27 Mar 2024 — DIVISIONAL REQUEST RECEIVED
- 26 Apr 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED