MY SUCCESSION PLAN
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 04 Feb 2026)
What this means for you
Registered since 30 Jun 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87583607
- Registration number
- 6091377
- Mark type
- Stylized text
- Filed
- 25 Aug 2017
- Published for opposition
- 20 Aug 2019
- Registered
- 30 Jun 2020
- Attorney of record
- Gayle Denman
Goods and services
- Class 035 — Advertising and business services: Providing an Internet website portal offering business information, advice and research in the field of business succession planning
- Class 036 — Insurance and financial services: 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
- Class 042 — Scientific and technological services: 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
Owner
- OSAIC HOLDINGS, INC., Scottsdale, AZ, US
- OSAIC, INC., PHOENIX, AZ, US
- Advisor Group, Inc., Phoenix, AZ, US
- Advisor Group, Inc., Phoenix, AZ, US
- Advisor Group, Inc., Phoenix, AZ, US
Prosecution history
- 04 Feb 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 04 Feb 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 04 Feb 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 31 Oct 2025 — TEAS SECTION 8 & 15 RECEIVED
- 02 Oct 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 02 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 02 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 02 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 30 Jun 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 07 May 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 07 May 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 07 May 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 07 May 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 07 May 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 17 Nov 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED