GUARDRAIL FINANCIAL PLANNING

What this means for you

This application is over — abandoned 29 Sept 2025. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number

97219591

Mark type

Stylized text

Filed

14 Jan 2022

Abandoned

29 Sept 2025

Attorney of record

Trevor A. Caudle, Esq.

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable e-books, workbooks, textbooks, newsletters, pamphlets, hand-outs, instruction manuals and training manuals in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning
• Class 016 — Paper goods and printed matter: Printed publications, namely, books, workbooks, textbooks, newsletters, pamphlets, hand-outs, instruction manuals and training manuals in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning
• Class 036 — Insurance and financial services: Financial services, namely, financial planning and investment management services; Financial services, namely, providing tax-related analysis and strategy pre-retirement and post-retirement; Financial services, namely, insurance-related analysis and strategy; Financial services, namely, estate planning
• Class 041 — Education and entertainment services: Educational services, namely, conducting online and in-person courses, workshops, seminars, non-downloadable webinars, retreats, and classes in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning; Individual and small group coaching and instructional guidance sessions in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning; Providing online digital publications, namely, electronic books, workbooks, textbooks, newsletters, pamphlets, digital hand-outs, instruction manuals and training manuals in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning

Owner

• Ward, James, Gilroy, CA, US

Prosecution history

• 14 Oct 2025 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 14 Oct 2025 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 27 Jun 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 27 Jun 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 27 Jun 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 27 Jun 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 27 Jun 2025 — NON-FINAL ACTION E-MAILED
• 27 Jun 2025 — NON-FINAL ACTION WRITTEN
• 07 May 2025 — ASSIGNED TO EXAMINER
• 06 Jan 2025 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
• 03 Jan 2024 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
• 03 May 2023 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
• 03 May 2023 — LETTER OF SUSPENSION E-MAILED
• 03 May 2023 — SUSPENSION LETTER WRITTEN
• 14 Apr 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED