GUIDELINE RK
Live / Allowed — Notice of allowance issued (as of 07 Oct 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 03 Jul 2024 filing date already counts against anyone who files later.
Record
- Serial number
- 98631213
- Mark type
- Stylized text
- Filed
- 03 Jul 2024
- Published for opposition
- 10 Jun 2025
- Attorney of record
- Hoang-chi Truong
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable computer software used for processing financial transactions, recordkeeping, and administering and managing retirement plans and accounts, investment plans and accounts, health savings accounts, and benefit plans
- Class 035 — Advertising and business services: Financial recordkeeping for the administration of retirement plans and accounts, investment plans and accounts, health savings accounts, and benefit plans for others; financial records management for others
- Class 036 — Insurance and financial services: Financial services, namely, assisting others with the completion of financial transactions by way of allowing employers and employees to sign up for and contribute to retirement and investment plans and accounts; financial services, namely, financial benefit plan transaction processing services; financial services, namely, funds transfer, financial custody and financial transaction execution and processing of orders for others; financial administration of retirement plans; fiduciary services, namely, providing fiduciary administration and management of retirement plans; fiduciary services, namely, fiduciary representative services; financial administration and management services for the administration of retirement plans and accounts, investment plans and accounts, health savings accounts, and benefit plans for others; preparation of financial reports for others
- Class 042 — Scientific and technological services: Platform as a service (PaaS) services featuring software used for processing financial transactions, recordkeeping, and administering and managing retirement plans and accounts, investment plans and accounts, health savings accounts, and benefit plans
Owner
- Guideline, Inc., Burlingame, CA, US
- Guideline, Inc., Burlingame, CA, US
Prosecution history
- 07 Oct 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 10 Jun 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 10 Jun 2025 — PUBLISHED FOR OPPOSITION
- 04 Jun 2025 — ASSIGNED TO EXAMINER
- 04 Jun 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 12 May 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 23 Apr 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 23 Apr 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 23 Apr 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 24 Jan 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 24 Jan 2025 — NON-FINAL ACTION E-MAILED
- 24 Jan 2025 — NON-FINAL ACTION WRITTEN
- 22 Jan 2025 — ASSIGNED TO EXAMINER
- 14 Jan 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 03 Jul 2024 — NEW APPLICATION ENTERED