Legal Representation
Attorney
Sonja Keith
USPTO Deadlines
Next Deadline
1657 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20240716)
Due Date
July 16, 2030
Grace Period Ends
January 16, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
34 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 11, 2025 | EWAF | I | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | Loading... |
| Sep 11, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Sep 11, 2025 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Sep 11, 2025 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jul 16, 2024 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Jul 16, 2024 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jul 16, 2024 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jun 10, 2024 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Jun 10, 2024 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| May 1, 2024 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Apr 30, 2024 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Mar 27, 2024 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Apr 30, 2024 | DPCC | D | DIVISIONAL PROCESSING COMPLETE | Loading... |
| Mar 27, 2024 | DRRR | I | DIVISIONAL REQUEST RECEIVED | Loading... |
| Apr 26, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Apr 26, 2024 | NOAC | E | CORRECTED NOA E-MAILED | Loading... |
| Apr 25, 2024 | INCD | O | ITU OFFICE ACTION ISSUED FOR DIVISIONAL REQUEST | Loading... |
| Mar 27, 2024 | ERTD | I | TEAS REQUEST TO DIVIDE RECEIVED | Loading... |
| Apr 16, 2024 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Mar 27, 2024 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Dec 23, 2023 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Dec 21, 2023 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
| Dec 21, 2023 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
| Dec 21, 2023 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Jul 11, 2023 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| May 16, 2023 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| May 16, 2023 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Apr 26, 2023 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Apr 11, 2023 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Mar 30, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 25, 2023 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Sep 21, 2022 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Sep 20, 2022 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 5, 2022 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable electronic publications in the nature of newsletters, journals, articles, pamphlets, and email newsletters in the field of alternative investments
First Use Anywhere:
Dec 19, 2023
First Use in Commerce:
Dec 19, 2023
Class 016
Printed publications, namely, newsletters, journals, articles, and pamphlets in the field of alternative investments
First Use Anywhere:
Dec 19, 2023
First Use in Commerce:
Dec 19, 2023
Class 036
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 Anywhere:
Sep 20, 2022
First Use in Commerce:
Sep 20, 2022
Class 041
Providing online non-downloadable electronic publications in the nature of newsletters, journals, articles, and blogs in the field of alternative investments
First Use Anywhere:
Sep 20, 2022
First Use in Commerce:
Sep 20, 2022
Class 042
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 Anywhere:
Mar 19, 2024
First Use in Commerce:
Mar 19, 2024
Additional Information
Design Mark
The mark consists of the stylized wording "OPTO" to the right of a stylized square design.
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
009
016
036
041
042