OSAIC HOLDINGS
Live / Applied — Third extension granted (statement of use) (as of 21 Oct 2025)
What this means for you
Not registered yet, but its 18 Apr 2023 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97893201
- Mark type
- Stylized text
- Filed
- 18 Apr 2023
- Published for opposition
- 12 Mar 2024
- 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; 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
- Class 042 — Scientific and technological services: providing an Internet website featuring online non-downloadable software and online non-downloadable software tools for use in providing information and financial calculation tools 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
Owner
- OSAIC HOLDINGS, INC., Scottsdale, AZ, US
- OSAIC HOLDINGS, INC., PHOENIX, AZ, US
- ADVISOR GROUP HOLDINGS, INC., PHOENIX, AZ, US
Prosecution history
- 22 Oct 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 21 Oct 2025 — SOU EXTENSION 3 GRANTED
- 21 Oct 2025 — SOU EXTENSION 3 FILED
- 21 Oct 2025 — SOU TEAS EXTENSION 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
- 07 May 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 07 May 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 07 May 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 17 Apr 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 16 Apr 2025 — SOU EXTENSION 2 GRANTED
- 16 Apr 2025 — SOU EXTENSION 2 FILED
- 16 Apr 2025 — SOU TEAS EXTENSION RECEIVED