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The International trademark OPTO INVESTMENTS was filed as Word mark on 12/13/2022 at the World Intellectual Property Organization.
| Trademark form | Word mark |
| File reference | 1719887 |
| Countries | 
|
| Base trademark |
No. 97465728,
June 19, 2022
|
| Application date | December 13, 2022 |
| Expiration date | December 13, 2032 |
Trademark owner
907 South Congress Avenue
Austin TX 78704
US
Austin TX 78704
US
Trademark representatives
200 W. Madison St., Ste. 3000
Chicago IL 60606
US
goods and services
09
Downloadable electronic publications in the nature of
newsletters, journals, articles, pamphlets, and email
newsletters in the field of alternative investments;
downloadable software in the nature of a mobile application
for registered investment advisors to access, learn about,
navigate, properly allocate, transact in, and communicate
about alternative investment products
16
Printed publications, namely, newsletters, journals,
articles, and pamphlets in the field of alternative
investments
36
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
41
Providing online non-downloadable electronic publications in
the nature of newsletters, journals, articles, and blogs in
the field of alternative investments
42
Providing non-downloadable software for registered
investment advisors to access, learn about, navigate,
properly allocate, transact in, and communicate about
alternative investment products via a website
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| July 12, 2023 | 2023/28 Gaz | MC | Rejection |
| June 15, 2023 | 2023/24 Gaz | GB | Rejection |
| April 10, 2023 | 2023/15 Gaz | IN | Rejection |
| December 13, 2022 | 2023/10 Gaz | US | Registration |
ID: 141719887