Serial Number
97492203
Owner
Brannon, John M.Attorney
Eric R. BartlamFirst Use Date
Mar 15, 2023
Filing Date
Jul 7, 2022
CHARITABLE ALPHA Trademark
Serial Number: 97492203 • Registration: 7852281
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Eric R. Bartlam Rooney IP, LLC
8044 Montgomery Road, Suite 410
Cincinnati, OH 45236
United States
Trademark Details
Filing Date
July 7, 2022
Registration Date
July 1, 2025
First Use Anywhere
March 15, 2023
First Use in Commerce
March 15, 2023
Published for Opposition
January 23, 2024
Goods & 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