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 PUBLISHED FOR OPPOSITION as of Tuesday, June 10, 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 | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, June 10, 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 |
| Tuesday, November 12, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 16, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, May 7, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, May 7, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 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 |
| Tuesday, June 10, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
