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Live/Pending
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 16 Jul 2024

Last Applicant/ Owned by

2151 E. Gonzales Road

Oxnard

US

CA

93036

Serial Number

98651043 filed on 16th Jul 2024

Registration Number

N/A

Correspondent Address

Haley L. Rebel

Haley L. Rebel STYSKAL, WIESE & MELCHIONE, LLP

Glendale, CA 91203

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

GUIDEPLAN

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, financia Read More

Classification Information


Class [042]
Computer & Software Services & Scientific 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


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [041]
Education and Entertainment Services


Educational services, namely, providing financial education in the form of online and non-downloadable videos, online articles and tools and other online educational resources in the fields of personal finance, retirement planning, financial literacy, and financial wellness


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [036]
Insurance & Financial Services


Financial retirement plan consulting services; Providing personal financial information, retirement planning and financial wellness, literacy and education related videos, articles and tools and resources; providing a website featuring personal financial information, retirement planning, and financial wellness, literacy and education related videos, articles, tools and other resources


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [035]
Advertising, Business & Retail Services


Developing, providing and managing financial wellness programs for businesses, employers, and financial institutions; providing financial wellness, financial literacy and personal finance information services for businesses, employees, and financial institutions for retirement planning


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98651043

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Status DateAction Taken
16th Jul 2024NEW APPLICATION ENTERED