| Serial Number | 98887776 |
| Word Mark | ALTO |
| Filing Date | Thursday, December 5, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Thursday, September 4, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 23, 2025 |
| Goods and Services | Financial asset management for self-directed individual retirement accounts; Self-directed individual retirement account services; Financial services, namely, financial administration of self-directed tax-deferred and tax-free retirement accounts; Financial services, namely, providing an Internet web portal featuring information for individuals to self-direct and self-manage financial investments in private company securities, real estate, and alternative investments; Financial services, namely, financial administration of transactions involving funds drawn from alternative investments and assets held in self-directed individual retirement accounts; Financial information involving self-directed individual retirement accounts; all of the foregoing not in the field of providing transaction processing, chargeback dispute resolution, and professionally managed investment management services |
| Goods and Services | Financial services, namely, providing financial reporting services in the nature of preparing financial reports for others relating to custodial and trust accounts for alternative investments |
| Goods and Services | Providing temporary use of online non-downloadable software for managing self-directed individual retirement accounts, self-directed tax-deferred, and tax-free retirement accounts; Providing temporary use of on-line non-downloadable software for retirement planning; Providing a website featuring online non-downloadable software for administration of financial transactions involving funds drawn from alternative investments; Providing a website featuring online non-downloadable software for directing the receipt and transfer of funds, securities and property held in self-directed individual retirement accounts and individual retirement plans; Providing a website featuring primarily online non-downloadable software for opening self-directed individual retirement accounts and investing in private company securities, real estate, and alternative investments using funds from self-directed individual retirement accounts and also featuring non-downloadable publications in the nature of electronic articles in the fields of self-directed individual retirement account instructions and instructions for investing in private company securities, real estate, and alternative investments using funds from self-directed individual retirement accounts; Providing a website featuring online non-downloadable software that enables users to manage self-directed individual retirement accounts; Providing a website featuring online non-downloadable software that enables users to manage financial transactions involving funds drawn from alternative investments; Providing a website featuring online non-downloadable software for reporting financial transactions involving custodial and trust accounts holding alternative investments; Providing an Internet web portal for custodians of individual retirement accounts featuring information in the field of technology that allows users to send and receive financial records; Providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of finance and investments |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, August 21, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, February 22, 2017 |
| First Use In Commerce Date | Wednesday, February 22, 2017 |
| 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 | Thursday, December 5, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, February 22, 2017 |
| First Use In Commerce Date | Wednesday, February 22, 2017 |
| 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 | Thursday, December 5, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, February 22, 2017 |
| First Use In Commerce Date | Wednesday, February 22, 2017 |
| Party Name | Alto Solutions, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Nashville, TN 37203 |
| Event Date | Event Description |
| Thursday, December 5, 2024 | NEW APPLICATION ENTERED |
| Saturday, May 17, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 27, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, May 27, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 27, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 19, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, August 19, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, August 19, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, August 19, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, August 21, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 27, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 19, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, August 21, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, August 22, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 26, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, August 26, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, August 26, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, August 26, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, August 26, 2025 | EXAMINERS AMENDMENT E-MAILED |