| Serial Number | 88323350 |
| Word Mark | THE ALTERNATIVE IRA |
| Filing Date | Sunday, March 3, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 24, 2019 |
| Registration Number | 5946519 |
| Registration Date | Tuesday, December 24, 2019 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Disclaimer with Predetermined Text | "IRA" |
| Goods and Services | Self-directed individual retirement account services; Financial services, namely, financial administration of individual retirement accounts; Financial services, namely, providing an Internet web portal for individuals to direct and manage investments in private company securities, real estate, and digital assets; Financial services, namely, financial administration of crowdfunding investments and transactions through funding portals involving individual retirement accounts; Financial services, namely, providing financial reporting services relating to individual retirement accounts; Financial information provided by electronic means in the field of self-directed individual retirement accounts |
| Goods and Services | Providing temporary use of a non-downloadable web application for managing self-directed individual retirement accounts via viewing and sharing investment information and electronic documents; Providing a website featuring on-line non-downloadable software for administration of financial transactions involving individual retirement accounts; Providing a website featuring on-line non-downloadable software for directing the receipt and transfer of funds, securities and property held in self-directed individual retirement accounts; Providing a website featuring on-line non-downloadable software, electronic forms and instructions for opening self-directed individual retirement accounts and investing in private company securities, real estate and digital assets using funds from self-directed individual retirement accounts; Providing a website featuring on-line non-downloadable software that enables users to make crowdfunding investments in self-directed individual retirement accounts; Providing a website featuring on-line non-downloadable software that enables users to manage financial transactions involving individual retirement accounts; Providing a website featuring on-line non-downloadable software for reporting financial transactions involving individual retirement accounts; Providing an Internet web portal for custodians of individual retirement accounts and funding portals featuring technology that allows users to send and receive financial records |
| 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, March 21, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 29, 2018 |
| First Use In Commerce Date | Thursday, November 29, 2018 |
| 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, March 21, 2019 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, November 29, 2018 |
| First Use In Commerce Date | Thursday, November 29, 2018 |
| Party Name | Alto Solutions, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Nashville, TN 37203 |
| Party Name | Alto Solutions, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Nashville, TN 37203 |
| Event Date | Event Description |
| Thursday, September 2, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, September 2, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, September 2, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, September 2, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, September 2, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, December 24, 2019 | REGISTERED-SUPPLEMENTAL REGISTER |
| Friday, November 15, 2019 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, November 7, 2019 | ASSIGNED TO LIE |
| Monday, November 4, 2019 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Saturday, November 2, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, November 2, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, November 2, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, May 14, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 14, 2019 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 14, 2019 | NON-FINAL ACTION WRITTEN |
| Monday, May 13, 2019 | ASSIGNED TO EXAMINER |
| Thursday, March 21, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Wednesday, March 6, 2019 | NEW APPLICATION ENTERED IN TRAM |