Legal Representation
Attorney
Sonja Keith
USPTO Deadlines
Next Deadline
1931 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20250415)
Due Date
April 15, 2031
Grace Period Ends
October 15, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
18 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... |
| Apr 15, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Apr 15, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Feb 25, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Feb 25, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Feb 19, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Feb 4, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Feb 4, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Feb 4, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Feb 4, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Feb 4, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Feb 4, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Feb 3, 2025 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Feb 3, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jul 12, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
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:
Mar 13, 2024
First Use in Commerce:
Mar 13, 2024
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:
Mar 13, 2024
First Use in Commerce:
Mar 13, 2024
Additional Information
Design Mark
The mark consists of the stylized wording "OPTO INVESTMENTS" to the right of a stylized square design.
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"INVESTMENTS"