TrademarkDir
FINANCIAL ADVICE ON YOUR TERMS
LIVE

Serial Number

97159041

Owner

OSAIC HOLDINGS, INC.

Attorney

Gayle Denman

First Use Date

Jan 2, 2023

Filing Date

Dec 6, 2021

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FINANCIAL ADVICE ON YOUR TERMS Trademark

Serial Number: 97159041 • Registration: 7044733

FINANCIAL ADVICE ON YOUR TERMS is a trademark filed by OSAIC HOLDINGS, INC. on December 6, 2021. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

OSAIC HOLDINGS, INC. (72 trademarks)

18700 N. Hayden Road, Ste 255
Scottsdale, AZ 85255

Entity Type: 03

GenxFinancial LLC

50 Marjories Walk
Gilford, NH 03249

Entity Type: 16

Trademark Details

Filing Date

December 6, 2021

Registration Date

May 2, 2023

First Use Anywhere

January 2, 2023

First Use in Commerce

January 2, 2023

Published for Opposition

October 25, 2022

Goods & Services

Financial advisory and consulting services; financial planning and advisory services

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Oct 2, 2025 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 2, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 2, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 2, 2025 REAP
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 17, 2025 ASGN
NOTICE OF REGISTRATION CONFIRMATION EMAILED
May 2, 2023 NRCC
REGISTERED-PRINCIPAL REGISTER
May 2, 2023 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Mar 31, 2023 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Mar 30, 2023 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Mar 8, 2023 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Mar 6, 2023 AITU
USE AMENDMENT FILED
Feb 16, 2023 IUAF
TEAS STATEMENT OF USE RECEIVED
Feb 16, 2023 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 20, 2022 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 25, 2022 NPUB
PUBLISHED FOR OPPOSITION
Oct 25, 2022 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 5, 2022 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 21, 2022 CNSA
ASSIGNED TO EXAMINER
Sep 13, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 13, 2021 NWOS
NEW APPLICATION ENTERED
Dec 9, 2021 NWAP

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