CHARITABLE ALPHA Trademark

Trademark Overview


On Thursday, July 7, 2022, a trademark application was filed for CHARITABLE ALPHA with the United States Patent and Trademark Office. The USPTO has given the CHARITABLE ALPHA trademark a serial number of 97492203. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, September 10, 2024. The CHARITABLE ALPHA trademark is filed in the Insurance & Financial Services category with the following description:

Advice on finance during retirement; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and research services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Providing information and advice in the...
charitable alpha

General Information


Serial Number97492203
Word MarkCHARITABLE ALPHA
Filing DateThursday, July 7, 2022
Status688 - NOTICE OF ALLOWANCE - ISSUED
Status DateTuesday, September 10, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 23, 2024

Trademark Statements


Goods and ServicesAdvice on finance during retirement; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and research services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Strategic financial advisory services; On-line financial planning services; None of the foregoing include providing scholarships, making donations, consumer-facing philanthropic services, direct philanthropic services, insurance services, annuity services, banking services, or lending services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 12, 2022
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressCincinnati, OH 45209

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressCincinnati, OH 45209

Trademark Events


Event DateEvent Description
Monday, July 11, 2022NEW APPLICATION ENTERED
Tuesday, July 12, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, November 28, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, November 28, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, November 28, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 29, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, November 29, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, November 29, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, April 21, 2023ASSIGNED TO EXAMINER
Friday, April 21, 2023NON-FINAL ACTION WRITTEN
Friday, April 21, 2023NON-FINAL ACTION E-MAILED
Friday, April 21, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 12, 2023APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Wednesday, July 12, 2023APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Thursday, July 13, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, July 13, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, July 13, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, October 20, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, July 13, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, October 19, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, October 19, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, December 15, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 3, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 23, 2024PUBLISHED FOR OPPOSITION
Tuesday, January 23, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 14, 2024TEAS POST PUBLICATION AMENDMENT RECEIVED
Tuesday, June 18, 2024ASSIGNED TO PETITION STAFF
Thursday, February 22, 2024EXTENSION OF TIME TO OPPOSE RECEIVED
Sunday, August 4, 2024EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Tuesday, September 10, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, June 21, 2024CHANGES/CORRECTIONS AFTER PUB APPROVAL ENTERED