CHARITABLE ALPHA
Live / Registered — Registered (as of 01 Jul 2025)
What this means for you
Registered since 01 Jul 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97492203
- Registration number
- 7852281
- Mark type
- Stylized text
- Filed
- 07 Jul 2022
- Published for opposition
- 23 Jan 2024
- Registered
- 01 Jul 2025
- Attorney of record
- Eric R. Bartlam
Goods and services
- Class 036 — Insurance and financial services: 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 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
Owner
- Brannon, John M., Cincinnati, OH, US
- Brannon, John M., Cincinnati, OH, US
- Brannon, John M., Cincinnati, OH, US
Prosecution history
- 01 Jul 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 01 Jul 2025 — REGISTERED-PRINCIPAL REGISTER
- 16 Jul 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 12 Jun 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 05 Jun 2025 — STATEMENT OF USE PROCESSING COMPLETE
- 09 Mar 2025 — USE AMENDMENT FILED
- 04 Jun 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 10 Mar 2025 — TEAS STATEMENT OF USE RECEIVED
- 10 Sept 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 04 Aug 2024 — EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
- 21 Jun 2024 — POST PUBLICATION AMENDMENT - ENTERED
- 18 Jun 2024 — ASSIGNED TO PETITION STAFF
- 14 May 2024 — TEAS POST PUBLICATION AMENDMENT RECEIVED
- 22 Feb 2024 — EXTENSION OF TIME TO OPPOSE RECEIVED
- 23 Jan 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED