| Serial Number | 97232869 |
| Word Mark | ALTAFID |
| Filing Date | Friday, January 21, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 17, 2024 |
| Registration Number | 7508337 |
| Registration Date | Tuesday, September 17, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 20, 2023 |
| Goods and Services | Downloadable computer software for wealth management, asset management, liability management, insurance, financial advisory, brokerage of financial securities, and for distribution of financial information, research, and recommendations |
| Pseudo Mark | ALTA FID |
| Goods and Services | Financial services, namely, wealth and asset management services; financial services, namely, investment advisory services; brokerage of financial securities; providing information, research, and recommendations in the field of investment; financial planning; financial asset management; investment of funds for others; alternative investment of funds; financial research; administration of transactions involving venture capital; administration of transactions involving private equity investments; real estate investment services; financial services, namely, providing information in the field of financial derivatives; financial services, namely, providing information in the field of commodities; electronic transfer of virtual currencies; commercial and consumer lending services; real estate lending services; life insurance brokerage services; loan consulting services; reporting of of financial liabilities to investors; debt consolidation services |
| Goods and Services | Providing business information; business research; business research in the field of economics |
| Goods and Services | Software as a service (SAAS) services featuring software for wealth management, asset management, liability management, insurance, financial advisory, brokerage of financial securities, and for distribution of financial information, research, and recommendations |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 22, 2023 |
| Primary Code | 009 |
| First Use Anywhere Date | Friday, May 20, 2022 |
| First Use In Commerce Date | Friday, May 20, 2022 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 22, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, June 2, 2023 |
| First Use In Commerce Date | Friday, June 2, 2023 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 22, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, January 1, 2022 |
| First Use In Commerce Date | Saturday, January 1, 2022 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 22, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Saturday, January 1, 2022 |
| First Use In Commerce Date | Saturday, January 1, 2022 |
| Party Name | ALTAFID, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | BLOOMINGTON, MN 55425 |
| Party Name | ALTAFID, INC. |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | BLOOMINGTON, MN 55425 |
| Party Name | INNEALTA CAPITAL, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 787380064 |
| Party Name | INNEALTA CAPITAL, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 787380064 |
| Event Date | Event Description |
| Tuesday, January 25, 2022 | NEW APPLICATION ENTERED |
| Wednesday, January 26, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, October 31, 2022 | ASSIGNED TO EXAMINER |
| Thursday, November 3, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, November 3, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, November 3, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 21, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 21, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 22, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, April 11, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 11, 2023 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 11, 2023 | NON-FINAL ACTION E-MAILED |
| Monday, April 24, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, April 24, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 24, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 17, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, May 17, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, May 17, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, May 17, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, May 18, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 20, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, May 31, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 20, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 15, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, February 15, 2024 | SOU EXTENSION 1 FILED |
| Wednesday, February 28, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, June 24, 2024 | USE AMENDMENT FILED |
| Monday, June 24, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, February 15, 2024 | SOU TEAS EXTENSION RECEIVED |
| Thursday, February 29, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, February 29, 2024 | SOU EXTENSION 1 GRANTED |
| Friday, March 1, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, June 25, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, August 12, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, August 12, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, September 17, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 17, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |