GUIDED ASCENT PLAN Trademark
Trademark Overview
On Tuesday, November 12, 2024, a trademark application was filed for GUIDED ASCENT PLAN with the United States Patent and Trademark Office. The USPTO has given the GUIDED ASCENT PLAN trademark a serial number of 98848981. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, September 30, 2025. This trademark is owned by Babb Wealth Advisors, LLC. The GUIDED ASCENT PLAN trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advice relating to tax; Financial advisory services; Financial consultancy services; Financial planning and investment advisory services; Financial retirement plan consulting services; Investment advisory services; Financial risk management; Financial risk management consultation; Providing information in the field of estate planning; Providing information in the field of financial planning; Providing information in the field of wealth management; Strategic financial advisory services
General Information
| Serial Number | 98848981 |
| Word Mark | GUIDED ASCENT PLAN |
| Filing Date | Tuesday, November 12, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, September 30, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 10, 2025 |
Trademark Statements
| Goods and Services | Estate planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advice relating to tax; Financial advisory services; Financial consultancy services; Financial planning and investment advisory services; Financial retirement plan consulting services; Investment advisory services; Financial risk management; Financial risk management consultation; Providing information in the field of estate planning; Providing information in the field of financial planning; Providing information in the field of wealth management; Strategic financial advisory services |
| NOT AVAILABLE | "PLAN" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 12, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Babb Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Flagstaff, AZ 86001 |
| Party Name | Babb Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Flagstaff, AZ 86001 |
Trademark Events
| Event Date | Event Description |
| Tuesday, November 12, 2024 | NEW APPLICATION ENTERED |
| Wednesday, April 16, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, November 12, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 7, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, May 7, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, May 7, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 4, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 10, 2025 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 7, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, May 7, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, June 10, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 30, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 30, 2025 | TEAS STATEMENT OF USE RECEIVED |
