GUIDEPLAN
Live / Applied — First extension granted (statement of use) (as of 27 Oct 2025)
What this means for you
Not registered yet, but its 16 Jul 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98651043
- Mark type
- Stylized text
- Filed
- 16 Jul 2024
- Published for opposition
- 01 Apr 2025
- Attorney of record
- Haley L. Rebel
Goods and services
- Class 035 — Advertising and business services: Business consultation in the field of developing, providing and managing a financial wellness program for businesses, employers, and financial institutions
- Class 036 — Insurance and financial services: Financial retirement plan consulting services; Providing personal financial information and financial retirement planning; providing a website featuring personal financial information and financial retirement planning advice; Providing information in the field of finance, namely, providing financial wellness, financial literacy and personal finance information services for businesses, employees, and financial institutions for retirement planning; Providing a website featuring financial information in the field of financial wellness and financial literacy
- Class 041 — Education and entertainment services: Educational services, namely, providing financial education courses offered through online and non-downloadable materials in the nature of videos, online articles, webinars, podcasts, and video conferences in the fields of personal finance, retirement planning, financial literacy, and financial wellness; Providing online non-downloadable videos in the field of financial wellness, literacy and education; Providing online non-downloadable news articles in the field of financial wellness, literacy and education; Providing a website featuring non-downloadable videos featuring financial wellness, literacy and education related videos and articles; Providing on-line educational courses of instruction in the field of personal finance, retirement planning, financial literacy, and financial wellness via a website; Providing a website featuring information about financial education
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for financial wellness program management and retirement planning; software as a service (SAAS) services featuring software for providing financial wellness programs and retirement planning for businesses, employers and financial institutions; software as a service (SAAS) services featuring software for providing financial wellness, financial literacy, retirement planning, and personal finance services for employers, businesses and financial institutions; software applications, namely, providing temporary use of non-downloadable computer software for transmitting, sharing, storing, receiving, downloading, displaying and transferring content, text, literary works, data, files, documents and electronic works in the fields of personal finance, retirement planning, financial literacy, and financial wellness
Owner
- OCEANAIR FEDERAL CREDIT UNION, OXNARD, CA, US
- CBC Federal Credit Union, Oxnard, CA, US
- CBC Federal Credit Union, Oxnard, CA, US
Prosecution history
- 28 Oct 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 27 Oct 2025 — SOU EXTENSION 1 GRANTED
- 27 Oct 2025 — SOU EXTENSION 1 FILED
- 27 Oct 2025 — SOU TEAS EXTENSION RECEIVED
- 27 May 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 11 Apr 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 01 Apr 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 01 Apr 2025 — PUBLISHED FOR OPPOSITION
- 26 Mar 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 05 Mar 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 05 Mar 2025 — EXAMINER'S AMENDMENT ENTERED
- 05 Mar 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 05 Mar 2025 — EXAMINERS AMENDMENT E-MAILED
- 05 Mar 2025 — EXAMINERS AMENDMENT -WRITTEN
- 30 Jan 2025 — EXAMINER'S AMENDMENT ENTERED