Legal Representation
Attorney
Hoang-chi Truong
USPTO Deadlines
Application History
16 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jun 23, 2025 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
| Jun 23, 2025 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
| Apr 7, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Apr 7, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Apr 7, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Mar 31, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Mar 26, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Mar 26, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Mar 26, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Feb 3, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Feb 3, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Feb 3, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jan 27, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 26, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jan 26, 2025 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Jul 3, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable computer software for creating and managing financial and retirement plans and managing financial investments
First Use Anywhere:
Jun 26, 2023
First Use in Commerce:
Jun 26, 2023
Class 036
Financial advice and consultancy services; financial administration of retirement plans; financial planning and investment advisory services; financial retirement plan consulting services; providing financial information and financial advice via a website; providing a website featuring news and information in the fields of finance, financial planning, financial investments, the financial aspects of retirement, and retirement plans
First Use Anywhere:
Aug 24, 2022
First Use in Commerce:
Aug 24, 2022
Class 041
Education services, namely, providing non-downloadable webinars in the field of finance, financial planning, financial investments, the financial aspects of retirement, and retirement plans; providing a website featuring blogs and non-downloadable publications in the nature of articles in the fields of finance, financial planning, financial investments, the financial aspects of retirement, and retirement plans
First Use Anywhere:
Aug 24, 2022
First Use in Commerce:
Aug 24, 2022
Class 042
Platform as a service (PaaS) services featuring computer software platforms for creating and managing financial and retirement plans and managing financial investments; platform as a service (PaaS) services featuring computer software platforms for hosting software for use by others for use in retirement plan advising and administration
First Use Anywhere:
Aug 24, 2022
First Use in Commerce:
Aug 24, 2022
Additional Information
Design Mark
The mark consists of word "guideline" in lower case with a stylized line underneath it.
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
009
036
041
042