GUIDELINE INVESTMENTS

Live / Allowed — Published for opposition (as of 17 Feb 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 08 Jul 2024 filing date already counts against anyone who files later.

Record

Serial number
98636384
Mark type
Stylized text
Filed
08 Jul 2024
Published for opposition
17 Feb 2026
Attorney of record
Hoang-chi Truong

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software for creating and managing financial and retirement plans and for managing financial investments
  • Class 036 — Insurance and financial services: 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 — Education and entertainment services: 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 — Scientific and technological services: 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

Owner

Prosecution history

  • 17 Feb 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 17 Feb 2026 — PUBLISHED FOR OPPOSITION
  • 11 Feb 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 20 Jan 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 26 Mar 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 26 Mar 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 26 Mar 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 28 Dec 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 28 Dec 2024 — NON-FINAL ACTION E-MAILED
  • 28 Dec 2024 — NON-FINAL ACTION WRITTEN
  • 28 Dec 2024 — ASSIGNED TO EXAMINER
  • 08 Jul 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 08 Jul 2024 — NEW APPLICATION ENTERED

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