MY SUCCESSION PLAN

Serial Number 87585848
Registration 6091378
700

Registration Progress

Application Filed
Aug 28, 2017
Under Examination
Oct 15, 2019
Approved for Publication
Aug 20, 2019
Published for Opposition
Aug 20, 2019
Registered
Jun 30, 2020

Attorney Assistance

Section 8 (6-Year) Declaration Due (Based on registration date 2020-06-30)
Due: Jun 30, 2026 349 days

Trademark Image

MY SUCCESSION PLAN

Basic Information

Serial Number
87585848
Registration Number
6091378
Filing Date
August 28, 2017
Registration Date
June 30, 2020
Published for Opposition
August 20, 2019
Drawing Code
3

Status Summary

Current Status
Active
Status Code
700
Status Date
Jun 30, 2020
Registration
Registered
Classes
035 036 042

Rights Holder

OSAIC HOLDINGS, INC.

03
Address
18700 N. Hayden Road, Ste 255
Scottsdale, AZ 85255

Ownership History

Advisor Group, Inc.

Original Applicant
03
Phoenix, AZ

Advisor Group, Inc.

Owner at Publication
03
Phoenix, AZ

Advisor Group, Inc.

Original Registrant
03
Phoenix, AZ

OSAIC, INC.

New Owner After Registration #1
03
PHOENIX, AZ

OSAIC HOLDINGS, INC.

New Owner After Registration #2
03
Scottsdale, AZ

Legal Representation

Attorney
Glenn A. Gundersen

USPTO Deadlines

Next Deadline
349 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2020-06-30)
Due Date
June 30, 2026
Grace Period Ends
December 30, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

50 events
Date Code Type Description Documents
Jun 30, 2025 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
May 7, 2025 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
May 7, 2025 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
May 7, 2025 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
May 7, 2025 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
May 7, 2025 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Nov 17, 2023 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Nov 17, 2023 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Nov 17, 2023 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Nov 17, 2023 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Nov 17, 2023 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Nov 15, 2023 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Sep 20, 2023 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Dec 21, 2022 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Jun 30, 2020 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
May 27, 2020 SUNA E NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Loading...
May 26, 2020 CNPR P ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Loading...
Apr 29, 2020 AITU A CASE ASSIGNED TO INTENT TO USE PARALEGAL Loading...
Apr 29, 2020 SUPC I STATEMENT OF USE PROCESSING COMPLETE Loading...
Apr 14, 2020 IUAF S USE AMENDMENT FILED Loading...
Apr 14, 2020 EISU I TEAS STATEMENT OF USE RECEIVED Loading...
Oct 15, 2019 NOAM E NOA E-MAILED - SOU REQUIRED FROM APPLICANT Loading...
Aug 20, 2019 PUBO A PUBLISHED FOR OPPOSITION Loading...
Aug 20, 2019 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Jul 31, 2019 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Jul 15, 2019 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Jul 12, 2019 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Jul 12, 2019 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Jul 12, 2019 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jan 24, 2019 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Jan 24, 2019 GNRT O NON-FINAL ACTION E-MAILED Loading...
Jan 24, 2019 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jan 22, 2019 ZZZX Z PREVIOUS ALLOWANCE COUNT WITHDRAWN Loading...
Jan 8, 2019 PBCR Z WITHDRAWN FROM PUB - OG REVIEW QUERY Loading...
Dec 19, 2018 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Dec 18, 2018 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Dec 18, 2018 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Dec 18, 2018 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jun 19, 2018 GPRN O NOTIFICATION OF PRIORITY ACTION E-MAILED Loading...
Jun 19, 2018 GPRA O PRIORITY ACTION E-MAILED Loading...
Jun 19, 2018 CPRA R PRIORITY ACTION WRITTEN Loading...
Jun 13, 2018 ZZZX Z PREVIOUS ALLOWANCE COUNT WITHDRAWN Loading...
May 1, 2018 PBCR Z WITHDRAWN FROM PUB - OG REVIEW QUERY Loading...
Apr 18, 2018 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Apr 3, 2018 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Apr 3, 2018 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Apr 3, 2018 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Oct 12, 2017 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Oct 12, 2017 GNRT F NON-FINAL ACTION E-MAILED Loading...
Oct 12, 2017 CNRT R NON-FINAL ACTION WRITTEN Loading...

Detailed Classifications

Class 035
Providing an Internet website portal offering business information, advice and research in the field of business succession planning
First Use Anywhere: Oct 10, 2017
First Use in Commerce: Oct 10, 2017
Class 036
Providing an Internet website portal in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services; providing an Internet website portal offering financial information, advice and research to purchasers and sellers of financial advisory businesses
First Use Anywhere: Oct 10, 2017
First Use in Commerce: Oct 10, 2017
Class 042
Providing an Internet website featuring on-line non-downloadable software providing various search filters for matching potential buyers and sellers of financial advisory businesses and providing information on financial advisory businesses available for purchase
First Use Anywhere: Oct 10, 2017
First Use in Commerce: Oct 10, 2017

Additional Information

Design Mark
The mark consists of the words "MY SUCCESSION PLAN", with two curved arrows forming the letter "O" in "SUCCESSION". A curved line extends from the letter "Y" and above the words "MY SUCCESSION", and two short horizontal lines appear on either side of the word "PLAN".
Color Claim
Color is not claimed as a feature of the mark.

Classification

International Classes
035 036 042

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"SUCCESSION PLAN"