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; it stays on the register as long as the owner keeps up the maintenance filings (next due by 30 Jun 2030: the §8 & §9 renewal).
Record
- Serial number
- 87583607
- Registration number
- 6091377
- Mark type
- Word mark
- Filed
- 25 Aug 2017
- Published for opposition
- 20 Aug 2019
- Registered
- 30 Jun 2020
- Next maintenance filing
- §8 & §9 renewal, due by 30 Jun 2030 (grace period to 30 Dec 2030)
- 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
- OSAIC, INC., PHOENIX, AZ
- Advisor Group, Inc., Phoenix, AZ
- Advisor Group, Inc., Phoenix, AZ
- Advisor Group, Inc., Phoenix, AZ
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