GUIDELINE SECURITIES Trademark
Trademark Overview
On Wednesday, July 3, 2024, a trademark application was filed for GUIDELINE SECURITIES with the United States Patent and Trademark Office. The USPTO has given the GUIDELINE SECURITIES trademark a serial number of 98631262. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, January 26, 2026. This trademark is owned by Guideline, Inc.. The GUIDELINE SECURITIES trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:
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
General Information
| Serial Number | 98631262 |
| Word Mark | GUIDELINE SECURITIES |
| Filing Date | Wednesday, July 3, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, January 26, 2026 |
| 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, February 17, 2026 |
Trademark Statements
| NOT AVAILABLE | securities |
| Goods and 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 |
| Goods and Services | 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 |
| Goods and Services | 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 |
Classification Information
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 3, 2024 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Wednesday, July 3, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 3, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Guideline, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Burlingame, CA 94010 |
Trademark Events
| Event Date | Event Description |
| Wednesday, July 3, 2024 | NEW APPLICATION ENTERED |
| Wednesday, July 3, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, December 28, 2024 | ASSIGNED TO EXAMINER |
| Saturday, December 28, 2024 | NON-FINAL ACTION WRITTEN |
| Saturday, December 28, 2024 | NON-FINAL ACTION E-MAILED |
| Saturday, December 28, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, March 26, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 26, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 26, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, January 20, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
