GUIDELINE SECURITIES
LIVE

Serial Number

98631262

Owner

Guideline, Inc.

Attorney

Hoang-chi Truong

Filing Date

Jul 3, 2024

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GUIDELINE SECURITIES Trademark

Serial Number: 98631262

GUIDELINE SECURITIES is a trademark filed by Guideline, Inc. on July 3, 2024. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently pending registration.

Owner Contact Info

Guideline, Inc.

1412 Chapin Avenue
Burlingame, CA 94010

Entity Type: 03

Trademark Details

Filing Date

July 3, 2024

Registration Date

Not Registered

Published for Opposition

February 17, 2026

Goods & Services

Financial advice and consultancy services; financial administration of retirement plans; financial planning and investment advisory services; financial retirement plan consulting services; online cash account services; financial transaction services, namely, financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes; securities brokerage services; financial investment brokerage services; securities brokerage; investments brokerage; mutual funds brokerage; providing financial information and financial advice via a website

Platform as a service (PaaS) services featuring software for retirement plans, cash accounts, brokerage accounts, brokerage windows and custodial accounts; platform as a service (PaaS) services featuring computer software platforms for creating and managing financial and retirement plans, cash accounts, brokerage accounts, brokerage windows and custodial accounts, and for managing such accounts and financial investments

Downloadable computer software for creating and managing financial and retirement plans, cash accounts, brokerage accounts, brokerage windows and custodial accounts, and for managing such accounts and financial investments

Filing History

NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Apr 14, 2026 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 17, 2026 NPUB
PUBLISHED FOR OPPOSITION
Feb 17, 2026 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 11, 2026 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 20, 2026 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 26, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 26, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 26, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 28, 2024 GNRN
NON-FINAL ACTION E-MAILED
Dec 28, 2024 GNRT
NON-FINAL ACTION WRITTEN
Dec 28, 2024 CNRT
ASSIGNED TO EXAMINER
Dec 28, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 3, 2024 NWOS
NEW APPLICATION ENTERED
Jul 3, 2024 NWAP