THE GUIDED PLANNING SYSTEM GETTING TO YOUR FINANCIAL DESTINATION Trademark

Trademark Overview


On Friday, April 5, 2019, a trademark application was filed for THE GUIDED PLANNING SYSTEM GETTING TO YOUR FINANCIAL DESTINATION with the United States Patent and Trademark Office. The USPTO has given the THE GUIDED PLANNING SYSTEM GETTING TO YOUR FINANCIAL DESTINATION trademark a serial number of 88372985. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, September 26, 2025. This trademark is owned by Down South Strategies, Inc.. The THE GUIDED PLANNING SYSTEM GETTING TO YOUR FINANCIAL DESTINATION trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services
the guided planning system getting to your financial destination

General Information


Serial Number88372985
Word MarkTHE GUIDED PLANNING SYSTEM GETTING TO YOUR FINANCIAL DESTINATION
Filing DateFriday, April 5, 2019
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, September 26, 2025
Registration Number6036260
Registration DateTuesday, April 21, 2020
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, February 4, 2020

Trademark Statements


Description of MarkThe mark consists of the words "GETTING TO YOUR FINANCIAL DESTINATION" in a partial circle over the words "THE GUIDED PLANNING SYSTEM". A depiction of a road in the background uses the "I" in "GUIDED" as the center line in the road. Near the road are five (5) location bubbles depicting various stops along the road. The respective bubbles contain a dollar sign with two curved arrows forming a circle around it, a stylized hand holding a dollar sign contained inside a shaded circle, a stylized house, a shaded heart with a cross on it, and a sack with the word "TAX" on it.
Goods and ServicesFinancial planning and investment advisory services
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"PLANNING SYSTEM" AND "TAX"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, April 23, 2019
Primary Code036
First Use Anywhere DateTuesday, July 31, 2018
First Use In Commerce DateTuesday, July 31, 2018

Trademark Owner History


Party NameDown South Strategies, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMetairie, LA 70002

Party NameDown South Strategies, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMetairie, LA 70002

Party NameDown South Strategies, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMetairie, LA 70002

Trademark Events


Event DateEvent Description
Tuesday, April 9, 2019NEW APPLICATION ENTERED
Tuesday, April 23, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, December 30, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, April 25, 2019NOTICE OF DESIGN SEARCH CODE E-MAILED
Monday, June 17, 2019ASSIGNED TO EXAMINER
Monday, June 24, 2019NON-FINAL ACTION WRITTEN
Monday, June 24, 2019NON-FINAL ACTION E-MAILED
Monday, June 24, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, December 20, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, December 20, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, December 20, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, February 4, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 21, 2020REGISTERED-PRINCIPAL REGISTER
Monday, April 21, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, May 15, 2025TEAS SECTION 8 & 15 RECEIVED
Friday, September 26, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, September 26, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, September 26, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, February 4, 2020PUBLISHED FOR OPPOSITION
Wednesday, January 15, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED