NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
record initialized not assigned to examiner
on 22 Aug 2024
Last Applicant/ Owned by
2151 E GONZALES ROAD
OXNARD
US
CA
93036
Serial Number
98712702 filed on 22nd Aug 2024
Registration Number
N/A
Correspondent Address
Haley L. Rebel
Filing Basis
1. filed as use application
2. use application currently
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
22nd Aug 2024
First Use Date in Commerce
22nd Aug 2024
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
22nd Aug 2024
First Use Date in Commerce
22nd Aug 2024
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
22nd Aug 2024
First Use Date in Commerce
22nd Aug 2024
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
22nd Aug 2024
First Use Date in Commerce
22nd Aug 2024
Mark Details
Serial Number
No 98712702
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 Date | Action Taken |
|---|---|
| 22nd Aug 2024 | NEW APPLICATION ENTERED |