GUIDEPLAN
LIVE

Serial Number

98651043

Owner

CBC Federal Credit Union

Attorney

Haley L. Rebel

Filing Date

Jul 16, 2024

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GUIDEPLAN Trademark

Serial Number: 98651043

GUIDEPLAN is a trademark filed by CBC Federal Credit Union on July 16, 2024. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

CBC Federal Credit Union (22 trademarks)

2151 E. Gonzales Road
Oxnard, CA 93036

Entity Type: 99

OCEANAIR FEDERAL CREDIT UNION (11 trademarks)

2151 E GONZALES ROAD
OXNARD, CA 93036

Entity Type: 47

Trademark Details

Filing Date

July 16, 2024

Registration Date

Not Registered

Published for Opposition

April 1, 2025

Goods & 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

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

Business consultation in the field of developing, providing and managing a financial wellness program for businesses, employers, and financial institutions

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

Filing History

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Oct 28, 2025 EXRA
SOU EXTENSION 1 GRANTED
Oct 27, 2025 EX1G
SOU EXTENSION 1 FILED
Oct 27, 2025 EXT1
SOU TEAS EXTENSION RECEIVED
Oct 27, 2025 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
May 27, 2025 NOAM
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Apr 11, 2025 ASGN
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 1, 2025 NPUB
PUBLISHED FOR OPPOSITION
Apr 1, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 26, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 5, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Mar 5, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 5, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Mar 5, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 5, 2025 CNEA
EXAMINER'S AMENDMENT ENTERED
Jan 30, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jan 30, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Jan 30, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jan 30, 2025 CNEA
EXAMINER'S AMENDMENT ENTERED
Jan 30, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jan 30, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Jan 30, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jan 30, 2025 CNEA
ASSIGNED TO EXAMINER
Jan 28, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 15, 2025 NWOS
NEW APPLICATION ENTERED
Jul 16, 2024 NWAP