GUIDELINE INVESTMENTS

Serial Number 98636384
661

Registration Progress

Application Filed
Jul 8, 2024
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

GUIDELINE INVESTMENTS

Basic Information

Serial Number
98636384
Filing Date
July 8, 2024
Drawing Code
4

Status Summary

Current Status
Active
Status Code
661
Status Date
Mar 26, 2025
Application
Pending
Classes
009 036 041 042

Rights Holder

Guideline, Inc.

03
Address
1412 Chapin Avenue
Burlingame, CA 94010

Ownership History

Guideline, Inc.

Original Applicant
03
Burlingame, CA

Legal Representation

Attorney
Hoang-chi Truong

USPTO Deadlines

All Deadlines Cleared

All 3 deadline(s) have been cleared by subsequent events. No active deadlines at this time.

Application History

9 events
Date Code Type Description Documents
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...
Dec 28, 2024 GNRT F NON-FINAL ACTION E-MAILED Loading...
Dec 28, 2024 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Dec 28, 2024 CNRT R NON-FINAL ACTION WRITTEN Loading...
Dec 28, 2024 DOCK D ASSIGNED TO EXAMINER Loading...
Jul 8, 2024 NWAP I NEW APPLICATION ENTERED Loading...
Jul 8, 2024 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...

Detailed Classifications

Class 009
Downloadable computer software for creating and managing financial and retirement plans and for managing financial investments
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
Class 041
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
Class 042
Platform as a service (PaaS) services featuring computer software platforms for hosting software for use by others in retirement plan advising and administration; platform as a service (PaaS) services featuring computer software platforms for creating and managing financial and retirement plans and for managing such accounts and financial investments

Classification

International Classes
009 036 041 042

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
investments