USPTO serial 97978142
OPTO
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 16, 2024
- Examiner
- KIRCHGASSER, ROSS LEONARD
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
AUSTIN, TX
AUSTIN, TX
AUSTIN, TX
Lonsdale Investment Technology, Inc.
Austin, TX
Other trademarks owned by Lonsdale Investment Technology, Inc.
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Sonja Keith
Sonja Keith Fox Swibel Levin & Carroll LLP200 W. Madison Street, Suite 3000Chicago, IL 60606United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable electronic publications in the nature of newsletters, journals, articles, pamphlets, and email newsletters in the field of alternative investments | ACTIVE | Dec 19, 2023 |
| 016 | Printed publications, namely, newsletters, journals, articles, and pamphlets in the field of alternative investments | ACTIVE | Dec 19, 2023 |
| 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 | ACTIVE | Sep 20, 2022 |
| 041 | Providing online non-downloadable electronic publications in the nature of newsletters, journals, articles, and blogs in the field of alternative investments | ACTIVE | Sep 20, 2022 |
| 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 | ACTIVE | Mar 19, 2024 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by OPTO INVESTMENTS, INC.
- Other trademarks owned by OPTO INVESTMENTS, INC.
- Other trademarks owned by OPTO INVESTMENTS, INC.
- Other trademarks owned by Lonsdale Investment Technology, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 016
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named OPTO
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 11, 2025 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Sep 11, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 11, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Sep 11, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 16, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 16, 2024 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jul 16, 2024 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jun 10, 2024 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jun 10, 2024 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 1, 2024 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Apr 30, 2024 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 30, 2024 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Apr 26, 2024 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Apr 26, 2024 | NOAC | CORRECTED NOA E-MAILED | — |
| Apr 25, 2024 | INCD | ITU OFFICE ACTION ISSUED FOR DIVISIONAL REQUEST | — |
| Apr 16, 2024 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 27, 2024 | IUAF | USE AMENDMENT FILED | — |
| Mar 27, 2024 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Mar 27, 2024 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Mar 27, 2024 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Dec 23, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 21, 2023 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Dec 21, 2023 | EXT1 | SOU EXTENSION 1 FILED | — |
| Dec 21, 2023 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jul 11, 2023 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| May 16, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 16, 2023 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Apr 26, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 11, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 30, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 25, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 21, 2022 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Sep 20, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 5, 2022 | NWAP | NEW APPLICATION ENTERED | — |