TRIAD ADVISORS
Live / Registered — Registered (as of 07 Dec 2021)
What this means for you
Registered since 07 Dec 2021. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90486172
- Registration number
- 6581280
- Mark type
- Design + words
- Filed
- 25 Jan 2021
- Published for opposition
- 21 Sept 2021
- Registered
- 07 Dec 2021
- Attorney of record
- Gayle Denman
Goods and services
- Class 036 — Insurance and financial services: Investment management services, investment advisory services, financial management services, and broker-dealer services in the field of securities, stocks, bonds, and mutual funds
- Class 041 — Education and entertainment services: Providing workshops and conferences in the fields of finance and investment; providing professional coaching services in the fields of finance and investment
- Class 042 — Scientific and technological services: 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
Owner
- OSAIC HOLDINGS, INC., Scottsdale, AZ, US
- ADVISOR GROUP HOLDINGS, INC., PHOENIX, AZ, US
- ADVISOR GROUP HOLDINGS, INC., PHOENIX, AZ, US
- ADVISOR GROUP HOLDINGS, INC., PHOENIX, AZ, US
Prosecution history
- 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
- 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
- 17 Nov 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 17 Nov 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 Nov 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 17 Nov 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 04 Oct 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP