| Serial Number | 98651043 |
| Word Mark | GUIDEPLAN |
| Filing Date | Tuesday, July 16, 2024 |
| Status | 731 - SECOND EXTENSION - GRANTED |
| Status Date | Tuesday, May 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, April 1, 2025 |
| Goods and Services | 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 |
| Goods and Services | 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 |
| Goods and Services | Business consultation in the field of developing, providing and managing a financial wellness program for businesses, employers, and financial institutions |
| Goods and Services | 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 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, July 16, 2024 |
| Primary Code | 035 |
| 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 | Tuesday, July 16, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, July 16, 2024 |
| Primary Code | 041 |
| 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 | Tuesday, July 16, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | OCEANAIR FEDERAL CREDIT UNION |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 47 - NOT AVAILABLE |
| Address | OXNARD, CA 93036 US |
| Party Name | CBC Federal Credit Union |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Oxnard, CA 93036 US |
| Party Name | CBC Federal Credit Union |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Oxnard, CA 93036 US |
| Event Date | Event Description |
| Tuesday, July 16, 2024 | NEW APPLICATION ENTERED |
| Wednesday, January 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 28, 2025 | ASSIGNED TO EXAMINER |
| Thursday, January 30, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, January 30, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, January 30, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, January 30, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, January 30, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, January 30, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, January 30, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, January 30, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, March 5, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 5, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 5, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 5, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, March 5, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 26, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 1, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 1, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Friday, April 11, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, May 27, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, October 27, 2025 | SOU TEAS EXTENSION RECEIVED |
| Monday, October 27, 2025 | SOU EXTENSION 1 FILED |
| Monday, October 27, 2025 | SOU EXTENSION 1 GRANTED |
| Tuesday, October 28, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, May 26, 2026 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, May 26, 2026 | SOU EXTENSION 2 FILED |
| Tuesday, May 26, 2026 | SOU EXTENSION 2 GRANTED |
| Wednesday, May 27, 2026 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |