USPTO serial 99123527
PHILANTHROPY AS AN ASSET CLASS
Reviewed by CopyMark Law Group
Status 730Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- TENG, SIMON
- Law office
- INTENT TO USE SECTION
What this means
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
Need help with PHILANTHROPY AS AN ASSET CLASS?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Get help with this Notice of Allowance, set up monitoring, or talk with CopyMark.
Get Attorney Assistance for just $249*
Plus Government fees of $150
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Mount Pleasant, SC, US
Mount Pleasant, SC, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
AriAnna C. Goldstein
AriAnna C. Goldstein Baird Holm LLP1700 Farnam Street Suite 1500Omaha, NE 68102United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial portfolio management | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 12, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 11, 2026 | EX1G | SOU EXTENSION 1 GRANTED | — |
| May 11, 2026 | EXT1 | SOU EXTENSION 1 FILED | — |
| May 11, 2026 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Nov 11, 2025 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Sep 16, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 16, 2025 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Sep 10, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 20, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 20, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 7, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Apr 7, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 7, 2025 | NWAP | NEW APPLICATION ENTERED | — |