MY SUCCESSION PLAN Trademark

Trademark Overview

On Monday, August 28, 2017, a trademark application was filed for MY SUCCESSION PLAN with the United States Patent and Trademark Office. The USPTO has given the MY SUCCESSION PLAN trademark a serial number of 87585848. The federal status of this trademark filing is REGISTERED as of Tuesday, June 30, 2020. This trademark is owned by Advisor Group, Inc.. The MY SUCCESSION PLAN trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

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
my succession plan

General Information

Serial Number87585848
Word MarkMY SUCCESSION PLAN
Filing DateMonday, August 28, 2017
Status700 - REGISTERED
Status DateTuesday, June 30, 2020
Registration Number6091378
Registration DateTuesday, June 30, 2020
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, August 20, 2019

Trademark Statements

Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesProviding an Internet website portal offering business information, advice and research in the field of business succession planning
Goods and ServicesProviding 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
NOT AVAILABLE"SUCCESSION PLAN"
Goods and ServicesProviding 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
Description of MarkThe mark consists of the words "MY SUCCESSION PLAN", with two curved arrows forming the letter "O" in "SUCCESSION". A curved line extends from the letter "Y" and above the words "MY SUCCESSION", and two short horizontal lines appear on either side of the word "PLAN".

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 1, 2017
Primary Code035
First Use Anywhere DateTuesday, October 10, 2017
First Use In Commerce DateTuesday, October 10, 2017
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 1, 2017
Primary Code036
First Use Anywhere DateTuesday, October 10, 2017
First Use In Commerce DateTuesday, October 10, 2017
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, September 1, 2017
Primary Code042
First Use Anywhere DateTuesday, October 10, 2017
First Use In Commerce DateTuesday, October 10, 2017

Trademark Owner History

Party NameOSAIC HOLDINGS, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressScottsdale, AZ 85255
Party NameOSAIC, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressPHOENIX, AZ 85012
Party NameAdvisor Group, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85012
Party NameAdvisor Group, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85012
Party NameAdvisor Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85012

Trademark Events

Event DateEvent Description
Thursday, August 31, 2017NEW APPLICATION ENTERED
Friday, September 1, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, September 2, 2017NOTICE OF DESIGN SEARCH CODE E-MAILED
Friday, September 1, 2017TEAS VOLUNTARY AMENDMENT RECEIVED
Tuesday, September 12, 2017ASSIGNED TO LIE
Tuesday, September 12, 2017PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Sunday, October 8, 2017ASSIGNED TO EXAMINER
Thursday, October 12, 2017NON-FINAL ACTION WRITTEN
Thursday, October 12, 2017NON-FINAL ACTION E-MAILED
Thursday, October 12, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, April 3, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, April 3, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, April 3, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, April 18, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 1, 2018WITHDRAWN FROM PUB - OG REVIEW QUERY
Wednesday, June 13, 2018PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, June 19, 2018PRIORITY ACTION WRITTEN
Tuesday, June 19, 2018PRIORITY ACTION E-MAILED
Tuesday, June 19, 2018NOTIFICATION OF PRIORITY ACTION E-MAILED
Tuesday, December 18, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 18, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 18, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, December 19, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, January 8, 2019WITHDRAWN FROM PUB - OG REVIEW QUERY
Tuesday, January 22, 2019PREVIOUS ALLOWANCE COUNT WITHDRAWN
Thursday, January 24, 2019NON-FINAL ACTION WRITTEN
Thursday, January 24, 2019NON-FINAL ACTION E-MAILED
Thursday, January 24, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, July 12, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, July 12, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 12, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 15, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, July 31, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 20, 2019PUBLISHED FOR OPPOSITION
Tuesday, August 20, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 15, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 14, 2020TEAS STATEMENT OF USE RECEIVED
Wednesday, April 29, 2020CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, April 14, 2020USE AMENDMENT FILED
Wednesday, April 29, 2020STATEMENT OF USE PROCESSING COMPLETE
Tuesday, May 26, 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, May 27, 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, June 30, 2020REGISTERED-PRINCIPAL REGISTER
Wednesday, December 21, 2022ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, September 20, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, November 15, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, November 17, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, November 17, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, November 17, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, November 17, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, November 17, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, May 7, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, May 7, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, May 7, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, May 7, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, May 7, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, June 30, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, October 2, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, October 2, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 2, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, October 2, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, October 31, 2025TEAS SECTION 8 & 15 RECEIVED

Related Keywords

plan succession providing financial services advisory website internet businesses portal information sellers