Trademark Overview
On Tuesday, July 16, 2024, a trademark application was filed for GUIDEPLAN with the United States Patent and Trademark Office. The USPTO has given the GUIDEPLAN trademark a serial number of 98651043. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, May 27, 2025. This trademark is owned by CBC Federal Credit Union. The GUIDEPLAN trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:
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
