USPTO serial 98631262
GUIDELINE SECURITIES
Reviewed by CopyMark Law Group
Status 688Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- BIBB, SCOTT
- Law office
- INTENT TO USE SECTION
What this means
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
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Owner
Burlingame, CA, US
Burlingame, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Hoang-chi Truong
Hoang-chi Truong Patent Law Works LLP4516 South 700 East, Suite 290Salt Lake City, UT 84107United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software for creating and managing financial and retirement plans, cash accounts, brokerage accounts, brokerage windows and custodial accounts, and for managing such accounts and financial investments | ACTIVE | — |
| 036 | Financial advice and consultancy services; financial administration of retirement plans; financial planning and investment advisory services; financial retirement plan consulting services; online cash account services; financial transaction services, namely, financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes; securities brokerage services; financial investment brokerage services; securities brokerage; investments brokerage; mutual funds brokerage; providing financial information and financial advice via a website | ACTIVE | — |
| 042 | Platform as a service (PaaS) services featuring software for retirement plans, cash accounts, brokerage accounts, brokerage windows and custodial accounts; platform as a service (PaaS) services featuring computer software platforms for creating and managing financial and retirement plans, cash accounts, brokerage accounts, brokerage windows and custodial accounts, and for managing such accounts and financial investments | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Guideline, Inc.
- Other trademarks owned by Guideline, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named GUIDELINE SECURITIES
- Prosecution event NOAM explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 14, 2026 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Feb 17, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 17, 2026 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Feb 11, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 20, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 26, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 26, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 26, 2025 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 28, 2024 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 28, 2024 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 28, 2024 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 28, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 3, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 3, 2024 | NWAP | NEW APPLICATION ENTERED | — |