GUARDRAIL FINANCIAL PLANNING Trademark

Trademark Overview


On Friday, January 14, 2022, a trademark application was filed for GUARDRAIL FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the GUARDRAIL FINANCIAL PLANNING trademark a serial number of 97219591. The federal status of this trademark filing is REPORT COMPLETED SUSPENSION CHECK - CASE STILL SUSPENDED as of Wednesday, January 3, 2024. The GUARDRAIL FINANCIAL PLANNING trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Paper & Printed Material Products, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Educational services, namely, conducting online and in-person courses, workshops, seminars, non-downloadable webinars, retreats, and classes in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning; Individual and small group coaching and instructional guidance sessions in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning; Providing online digital publications, namely, electronic books, workbooks, textbooks, newsletters, pamphlets, digital hand-outs, instruction manuals and training manuals in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purc...

Downloadable e-books, workbooks, textbooks, newsletters, pamphlets, hand-outs, instruction manuals and training manuals in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning

Printed publications, namely, books, workbooks, textbooks, newsletters, pamphlets, hand-outs, instruction manuals and training manuals in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning

Financial services, namely, financial planning and investment management services; Financial services, namely, providing tax-related analysis and strategy pre-retirement and post-retirement; Financial services, namely, insurance-related analysis and strategy; Financial services, namely, estate planning
guardrail financial planning

General Information


Serial Number97219591
Word MarkGUARDRAIL FINANCIAL PLANNING
Filing DateFriday, January 14, 2022
Status654 - REPORT COMPLETED SUSPENSION CHECK - CASE STILL SUSPENDED
Status DateWednesday, January 3, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducational services, namely, conducting online and in-person courses, workshops, seminars, non-downloadable webinars, retreats, and classes in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning; Individual and small group coaching and instructional guidance sessions in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning; Providing online digital publications, namely, electronic books, workbooks, textbooks, newsletters, pamphlets, digital hand-outs, instruction manuals and training manuals in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning
Goods and ServicesDownloadable e-books, workbooks, textbooks, newsletters, pamphlets, hand-outs, instruction manuals and training manuals in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning
Goods and ServicesPrinted publications, namely, books, workbooks, textbooks, newsletters, pamphlets, hand-outs, instruction manuals and training manuals in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning
Goods and ServicesFinancial services, namely, financial planning and investment management services; Financial services, namely, providing tax-related analysis and strategy pre-retirement and post-retirement; Financial services, namely, insurance-related analysis and strategy; Financial services, namely, estate planning
Disclaimer with Predetermined Text"FINANCIAL PLANNING"

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateWednesday, December 7, 2022
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateThursday, January 20, 2022
Primary Code016
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code7 - Inactive - Insufficient fee received
Class Status DateThursday, January 20, 2022
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code7 - Inactive - Insufficient fee received
Class Status DateThursday, January 20, 2022
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressGilroy, CA 95020

Trademark Events


Event DateEvent Description
Wednesday, January 3, 2024REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Wednesday, May 3, 2023NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, May 3, 2023LETTER OF SUSPENSION E-MAILED
Wednesday, May 3, 2023SUSPENSION LETTER WRITTEN
Friday, April 14, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, April 14, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, April 14, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, January 17, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 17, 2023NON-FINAL ACTION E-MAILED
Tuesday, January 17, 2023NON-FINAL ACTION WRITTEN
Wednesday, December 7, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 6, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 6, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, June 7, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, June 7, 2022NON-FINAL ACTION E-MAILED
Tuesday, June 7, 2022NON-FINAL ACTION WRITTEN
Friday, May 20, 2022ASSIGNED TO EXAMINER
Thursday, January 20, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, January 18, 2022NEW APPLICATION ENTERED