Serial Number
98631286
Owner
GUIDELINE, INC.Attorney
Hoang-chi TruongFirst Use Date
Jun 26, 2023
Filing Date
Jul 3, 2024
GUIDELINE Trademark
Serial Number: 98631286 • Registration: 8098448
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Owner Contact Info
Legal Representation
Correspondence Address
Hoang-chi Truong Patent Law Works LLP
4516 South 700 East, Suite 290
Salt Lake City, UT 84107
United States
Trademark Details
Filing Date
July 3, 2024
Registration Date
January 13, 2026
First Use Anywhere
June 26, 2023
First Use in Commerce
June 26, 2023
Published for Opposition
November 25, 2025
Goods & Services
Downloadable computer software for creating and managing financial and retirement plans and managing financial investments
Platform as a service (PaaS) services featuring computer software platforms for creating and managing financial and retirement plans and managing financial investments; platform as a service (PaaS) services featuring computer software platforms for hosting software for use by others for use in retirement plan advising and administration
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
Education services, namely, providing non-downloadable webinars in the field of finance, financial planning, financial investments, the financial aspects of retirement, and retirement plans; 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
