OSAIC INSTITUTIONS

Serial Number 98059274
Registration 7645622
700

Registration Progress

Application Filed
Jun 26, 2023
Under Examination
Jun 4, 2024
Approved for Publication
Apr 9, 2024
Published for Opposition
Apr 9, 2024
Registered
Jan 7, 2025

Trademark Image

OSAIC INSTITUTIONS

Basic Information

Serial Number
98059274
Registration Number
7645622
Filing Date
June 26, 2023
Registration Date
January 7, 2025
Published for Opposition
April 9, 2024
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Jan 7, 2025
Registration
Registered
Classes
036

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

OSAIC HOLDINGS, INC.

New Owner Before Publication #1
03
PHOENIX, AZ

OSAIC HOLDINGS, INC.

Owner at Publication
03
PHOENIX, AZ

OSAIC HOLDINGS, INC.

Original Registrant
03
Scottsdale, AZ

Legal Representation

Attorney
Glenn A. Gundersen

USPTO Deadlines

Next Deadline
1982 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2025-01-07)
Due Date
January 07, 2031
Grace Period Ends
July 07, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

39 events
Date Code Type Description Documents
May 7, 2025 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED 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 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Jan 7, 2025 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Jan 7, 2025 NRCC E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Dec 16, 2024 SUNA E NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Loading...
Dec 16, 2024 CNPR P ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Loading...
Dec 14, 2024 EXRA E NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Loading...
Dec 14, 2024 EX2G S SOU EXTENSION 2 GRANTED Loading...
Dec 14, 2024 SUPC I STATEMENT OF USE PROCESSING COMPLETE Loading...
Dec 12, 2024 EISU I TEAS STATEMENT OF USE RECEIVED Loading...
Dec 12, 2024 EEXT I SOU TEAS EXTENSION RECEIVED Loading...
Dec 12, 2024 IUAF S USE AMENDMENT FILED Loading...
Dec 12, 2024 EXT2 S SOU EXTENSION 2 FILED Loading...
Dec 6, 2024 AITU A CASE ASSIGNED TO INTENT TO USE PARALEGAL Loading...
Dec 6, 2024 EXRA E NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Loading...
Dec 6, 2024 EX1G S SOU EXTENSION 1 GRANTED Loading...
Nov 11, 2024 EXT1 S SOU EXTENSION 1 FILED Loading...
Nov 11, 2024 EEXT I SOU TEAS EXTENSION RECEIVED Loading...
Jun 4, 2024 NOAM E NOA E-MAILED - SOU REQUIRED FROM APPLICANT Loading...
Apr 9, 2024 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Apr 9, 2024 PUBO A PUBLISHED FOR OPPOSITION Loading...
Mar 20, 2024 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Mar 1, 2024 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Feb 29, 2024 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Feb 29, 2024 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Feb 29, 2024 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Feb 26, 2024 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Feb 26, 2024 GNRT F NON-FINAL ACTION E-MAILED Loading...
Feb 26, 2024 CNRT R NON-FINAL ACTION WRITTEN Loading...
Feb 26, 2024 DOCK D ASSIGNED TO EXAMINER 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...
Oct 4, 2023 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Jul 27, 2023 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jun 29, 2023 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
investment management services, investment advisory services, financial management services, and broker-dealer financial services in the field of securities, stocks, bonds, and mutual funds; providing an Internet website portal in the field of investment management services, investment advisory services, financial management services, and broker-dealer services related to securities, stocks, bonds and mutual funds; providing an Internet website portal offering information, advice, and research to financial advisors and client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services
First Use Anywhere: 20231100
First Use in Commerce: 20231100

Classification

International Classes
036

Disclaimers

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