TRIAD ADVISORS

Serial Number 90486172
Registration 6581280
700

Registration Progress

Application Filed
Jan 25, 2021
Under Examination
Approved for Publication
Sep 21, 2021
Published for Opposition
Sep 21, 2021
Registered
Dec 7, 2021

Trademark Image

TRIAD ADVISORS

Basic Information

Serial Number
90486172
Registration Number
6581280
Filing Date
January 25, 2021
Registration Date
December 7, 2021
Published for Opposition
September 21, 2021
Drawing Code
3

Status Summary

Current Status
Active
Status Code
700
Status Date
Dec 7, 2021
Registration
Registered
Classes
036 041 042

Rights Holder

OSAIC HOLDINGS, INC.

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

Ownership History

ADVISOR GROUP HOLDINGS, INC.

Original Applicant
03
PHOENIX, AZ

ADVISOR GROUP HOLDINGS, INC.

Owner at Publication
03
PHOENIX, AZ

ADVISOR GROUP HOLDINGS, INC.

Original Registrant
03
PHOENIX, AZ

OSAIC HOLDINGS, INC.

New Owner After Registration #1
03
Scottsdale, AZ

Legal Representation

Attorney
Glenn A. Gundersen

USPTO Deadlines

Next Deadline
855 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2021-12-07)
Due Date
December 07, 2027
Grace Period Ends
June 07, 2028
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

25 events
Date Code Type Description Documents
May 7, 2025 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
May 7, 2025 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
May 7, 2025 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
May 7, 2025 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
May 7, 2025 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Nov 17, 2023 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Nov 17, 2023 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Nov 17, 2023 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Nov 17, 2023 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Nov 17, 2023 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Oct 4, 2023 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Dec 21, 2022 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Dec 7, 2021 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Sep 21, 2021 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Sep 21, 2021 PUBO A PUBLISHED FOR OPPOSITION Loading...
Sep 1, 2021 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Aug 16, 2021 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Aug 16, 2021 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Aug 16, 2021 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Aug 16, 2021 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Aug 16, 2021 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Aug 11, 2021 DOCK D ASSIGNED TO EXAMINER Loading...
Apr 27, 2021 MDSC E NOTICE OF DESIGN SEARCH CODE E-MAILED Loading...
Apr 26, 2021 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jan 28, 2021 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Investment management services, investment advisory services, financial management services, and broker-dealer services in the field of securities, stocks, bonds, and mutual funds
First Use Anywhere: 19980000
First Use in Commerce: 19980000
Class 041
Providing workshops and conferences in the fields of finance and investment; providing professional coaching services in the fields of finance and investment
First Use Anywhere: 19980000
First Use in Commerce: 19980000
Class 042
Providing a website featuring technology enabling financial professionals to manage financial transactions, access investment research, perform financial instrument trades, and manage client financial portfolios in the fields of finance and investment
First Use Anywhere: 19980000
First Use in Commerce: 19980000

Additional Information

Design Mark
The mark consists of the words "TRIAD ADVISORS" to the right of three overlapping triangles in descending size order.

Classification

International Classes
036 041 042

Disclaimers

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