REGISTERED
on 16 Jul 2024
Last Applicant/ Owned by
907 SOUTH CONGRESS AVENUE
AUSTIN
TX
78704
Serial Number
97978141 filed on 19th Jun 2022
Registration Number
7451616 registered on 16th Jul 2024
Correspondent Address
Donald P. Colleton
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
OPTO INVESTMENTS
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 Financial advisory and consultancy services, namely, education, research, and guidance on alternative investments; Financial information provided by electronic means in the field of altern Read More
Classification Information
Class [042]
Computer & Software Services & Scientific 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
First Use Date in General
19th Mar 2024
First Use Date in Commerce
19th Mar 2024
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
First Use Date in General
26th Jan 2023
First Use Date in Commerce
26th Jan 2023
Class [036]
Insurance & 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
First Use Date in General
19th Jan 2023
First Use Date in Commerce
19th Jan 2023
Class [016]
Paper Goods and Printed Material
Printed publications, namely, newsletters, journals, articles, and pamphlets in the field of alternative investments
First Use Date in General
19th Mar 2024
First Use Date in Commerce
19th Mar 2024
Class [009]
Computer & Software Products & Electrical & Scientific Products
Downloadable electronic publications in the nature of newsletters, journals, articles, pamphlets, and email newsletters in the field of alternative investments
First Use Date in General
19th Mar 2024
First Use Date in Commerce
19th Mar 2024
Specimens
Mark Details
Serial Number
No 97978141
Mark Type
No Service Mark
Attorney Docket Number
No
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 16th Jul 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 16th Jul 2024 | REGISTERED-PRINCIPAL REGISTER |
| 10th Jun 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 10th Jun 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 30th Apr 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| 30th Apr 2024 | DIVISIONAL PROCESSING COMPLETE |
| 26th Apr 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 25th Apr 2024 | ITU OFFICE ACTION ISSUED FOR DIVISIONAL REQUEST |
| 16th Apr 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 27th Mar 2024 | TEAS STATEMENT OF USE RECEIVED |