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GUARDRAIL FINANCIAL PLANNING

Status

Pending

Status Code

654

Status Date

Wednesday, January 3, 2024

Serial Number

97219591

Mark Type

4000

Filing Date

Friday, January 14, 2022

Trademark Owner History

Ward, James

Classifications

41 Educational services, namely, conducting online and in-person courses, workshops, seminars, non-downloadable webinars, retreats, and classes in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning; Individual and small group coaching and instructional guidance sessions in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning; Providing online digital publications, namely, electronic books, workbooks, textbooks, newsletters, pamphlets, digital hand-outs, instruction manuals and training manuals in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning

9 Downloadable e-books, workbooks, textbooks, newsletters, pamphlets, hand-outs, instruction manuals and training manuals in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning

16 Printed publications, namely, books, workbooks, textbooks, newsletters, pamphlets, hand-outs, instruction manuals and training manuals in the field of personal finance, banking, risk and insurance, home purchasing, home selling, real estate, mortgages, investment planning, investment purchasing, education planning, taxes, retirement planning, and estate planning

36 Financial services, namely, financial planning and investment management services; Financial services, namely, providing tax-related analysis and strategy pre-retirement and post-retirement; Financial services, namely, insurance-related analysis and strategy; Financial services, namely, estate planning

"FINANCIAL PLANNING"

Trademark Events

Jan 3, 2024

Report Completed Suspension Check Case Still Suspended

May 3, 2023

Notification Of Letter Of Suspension E-Mailed

May 3, 2023

Letter Of Suspension E-Mailed

May 3, 2023

Suspension Letter Written

Apr 14, 2023

Teas/Email Correspondence Entered

Apr 14, 2023

Correspondence Received In Law Office

Apr 14, 2023

Teas Response To Office Action Received

Jan 17, 2023

Notification Of Non-Final Action E-Mailed

Jan 17, 2023

Non-Final Action E-Mailed

Jan 17, 2023

Non-Final Action Written

Dec 7, 2022

Teas/Email Correspondence Entered

Dec 6, 2022

Correspondence Received In Law Office

Dec 6, 2022

Teas Response To Office Action Received

Jun 7, 2022

Notification Of Non-Final Action E-Mailed

Jun 7, 2022

Non-Final Action E-Mailed

Jun 7, 2022

Non-Final Action Written

May 20, 2022

Assigned To Examiner

Jan 20, 2022

New Application Office Supplied Data Entered

Jan 18, 2022

New Application Entered