| Serial Number | 90588325 |
| Word Mark | GUIDESTEPS FINANCIAL WELLNESS POWERED BY SPECTRUM INVESTMENT ADVISORS |
| Filing Date | Thursday, March 18, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 20, 2024 |
| Registration Number | 7482574 |
| Registration Date | Tuesday, August 20, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 31, 2022 |
| Goods and Services | Electronic newsletters, namely, Providing on-line non-downloadable newsletters featuring articles, reports, charts and tables in the field of investment data and advice; Providing a website featuring blogs and non-downloadable publications in the nature of articles featuring articles, reports, charts and tables in the field of investment data and advice; Educational financial wellness programs, namely, providing classes, seminars, and workshops in the field of personal finance management |
| Description of Mark | The mark consists of a two by two cube image with the top, front cube missing. The word "GUIDESTEPS" is written in bold to the right of the cube with the words "FINANCIAL WELLNESS" below. In the bottom right corner of the mark are the words "POWERED BY" next to "SPECTRUM" written over "INVESTMENT ADVISORS" with a solid line in between. |
| Goods and Services | Downloadable electronic newsletters featuring articles, reports, charts and tables in the field of investment data and advice |
| Pseudo Mark | GUIDE STEPS FINANCIAL WELLNESS POWERED BY SPECTRUM INVESTMENT ADVISORS |
| Goods and Services | Retirement plan services, namely, Financial administration of retirement plans including 401k plans, and Financial retirement plan consulting services including the subject matter of 401k plans |
| NOT AVAILABLE | "FINANCIAL WELLNESS" AND "INVESTMENT ADVISORS" |
| 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 | Saturday, December 18, 2021 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, February 7, 2022 |
| First Use In Commerce Date | Monday, February 7, 2022 |
| 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 | Monday, June 21, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, August 19, 2022 |
| First Use In Commerce Date | Friday, August 19, 2022 |
| 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 | Saturday, December 18, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Friday, May 6, 2022 |
| First Use In Commerce Date | Friday, May 6, 2022 |
| Party Name | Spectrum Investment Advisors, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Mequon, WI 53092 |
| Party Name | Spectrum Investment Advisors, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Mequon, WI 53092 |
| Party Name | Spectrum Investment Advisors, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Mequon, WI 53092 |
| Event Date | Event Description |
| Monday, March 22, 2021 | NEW APPLICATION ENTERED |
| Monday, June 21, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 22, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, October 20, 2021 | ASSIGNED TO EXAMINER |
| Friday, October 22, 2021 | NON-FINAL ACTION WRITTEN |
| Friday, October 22, 2021 | NON-FINAL ACTION E-MAILED |
| Friday, October 22, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, December 17, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, December 17, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, December 18, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, February 7, 2022 | FINAL REFUSAL WRITTEN |
| Monday, February 7, 2022 | FINAL REFUSAL E-MAILED |
| Monday, February 7, 2022 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, April 20, 2022 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, April 20, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, April 21, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 25, 2022 | ASSIGNED TO EXAMINER |
| Thursday, April 28, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 11, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 31, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 31, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, July 28, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, September 26, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Monday, September 26, 2022 | USE AMENDMENT FILED |
| Friday, October 7, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, October 7, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, November 10, 2022 | SU - NON-FINAL ACTION - WRITTEN |
| Thursday, November 10, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, November 10, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, January 26, 2023 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, May 10, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, November 1, 2023 | FINAL REFUSAL E-MAILED |
| Friday, September 29, 2023 | ASSIGNED TO LIE |
| Friday, September 29, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 29, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, November 1, 2023 | SU - FINAL REFUSAL - WRITTEN |
| Wednesday, November 1, 2023 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, February 1, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, February 1, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, February 1, 2024 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Friday, February 2, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 2, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, June 4, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, June 4, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Friday, July 5, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 4, 2024 | SOU - SUBSEQUENT FINAL REFUSAL WRITTEN |
| Monday, March 4, 2024 | SU - SUBSEQUENT FINAL MAILED |
| Monday, March 4, 2024 | NOTIFICATION OF SU - SUBSEQUENT FINAL E-MAILED |
| Friday, July 5, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, July 5, 2024 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Monday, July 15, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, July 15, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, August 20, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 20, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |