MY SUCCESSION PLAN
LIVE

Serial Number

87583607

Owner

OSAIC, INC.

Attorney

Gayle Denman

First Use Date

Oct 10, 2017

Filing Date

Aug 25, 2017

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MY SUCCESSION PLAN Trademark

Serial Number: 87583607 • Registration: 6091377

MY SUCCESSION PLAN is a trademark filed by OSAIC, INC. on August 25, 2017. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

OSAIC, INC. (20 trademarks)

20 E. THOMAS RD., SUITE 2000
PHOENIX, AZ 85012

Entity Type: 03

Advisor Group, Inc. (26 trademarks)

200 Liberty Street, 15th Floor
New York, NY 10281

Entity Type: 03

OSAIC HOLDINGS, INC. (72 trademarks)

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

Entity Type: 03

Trademark Details

Filing Date

August 25, 2017

Registration Date

June 30, 2020

First Use Anywhere

October 10, 2017

First Use in Commerce

October 10, 2017

Published for Opposition

August 20, 2019

Goods & Services

Providing an Internet website portal offering business information, advice and research in the field of business succession planning

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

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

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Feb 4, 2026 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Feb 4, 2026 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 4, 2026 APRE
TEAS SECTION 8 & 15 RECEIVED
Oct 31, 2025 E815
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
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jun 30, 2025 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 7, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 7, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 7, 2025 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
May 7, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
May 7, 2025 COAR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 17, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 17, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 17, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Nov 17, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Nov 17, 2023 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Nov 15, 2023 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 20, 2023 ASGN
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 21, 2022 ASCK
REGISTERED-PRINCIPAL REGISTER
Jun 30, 2020 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
May 27, 2020 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
May 26, 2020 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Apr 29, 2020 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Apr 29, 2020 AITU
USE AMENDMENT FILED
Apr 14, 2020 IUAF
TEAS STATEMENT OF USE RECEIVED
Apr 14, 2020 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Oct 15, 2019 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 20, 2019 NPUB
PUBLISHED FOR OPPOSITION
Aug 20, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 31, 2019 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 15, 2019 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 12, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 12, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 12, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 24, 2019 GNRN
NON-FINAL ACTION E-MAILED
Jan 24, 2019 GNRT
NON-FINAL ACTION WRITTEN
Jan 24, 2019 CNRT
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Jan 22, 2019 ZZZX
WITHDRAWN FROM PUB - OG REVIEW QUERY
Jan 8, 2019 PBCR
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 19, 2018 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 18, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 18, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 18, 2018 TROA
NOTIFICATION OF PRIORITY ACTION E-MAILED
Jun 19, 2018 GPRN
PRIORITY ACTION E-MAILED
Jun 19, 2018 GPRA
PRIORITY ACTION WRITTEN
Jun 19, 2018 CPRA
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Jun 13, 2018 ZZZX
WITHDRAWN FROM PUB - OG REVIEW QUERY
May 1, 2018 PBCR
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 18, 2018 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 3, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 3, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Apr 3, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 12, 2017 GNRN
NON-FINAL ACTION E-MAILED
Oct 12, 2017 GNRT
NON-FINAL ACTION WRITTEN
Oct 12, 2017 CNRT
ASSIGNED TO EXAMINER
Oct 8, 2017 DOCK
PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Sep 12, 2017 AMPX
ASSIGNED TO LIE
Sep 12, 2017 ALIE
TEAS VOLUNTARY AMENDMENT RECEIVED
Sep 1, 2017 PARI
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 30, 2017 NWOS
NEW APPLICATION ENTERED
Aug 29, 2017 NWAP