OSAIC ADVISORY SERVICES Trademark

Trademark Overview

On Friday, February 2, 2024, a trademark application was filed for OSAIC ADVISORY SERVICES with the United States Patent and Trademark Office. The USPTO has given the OSAIC ADVISORY SERVICES trademark a serial number of 98388336. The federal status of this trademark filing is REGISTERED as of Tuesday, July 29, 2025. This trademark is owned by Osaic Holdings, Inc.. The OSAIC ADVISORY SERVICES trademark is filed in the Insurance & Financial Services category with the following description:

Investment management services, investment advisory services, financial management services, and broker-dealer services in the field of securities, stocks, bonds, and mutual funds
osaic advisory services

General Information

Serial Number98388336
Word MarkOSAIC ADVISORY SERVICES
Filing DateFriday, February 2, 2024
Status700 - REGISTERED
Status DateTuesday, July 29, 2025
Registration Number7875405
Registration DateTuesday, July 29, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 16, 2024

Trademark Statements

Goods and ServicesInvestment management services, investment advisory services, financial management services, and broker-dealer services in the field of securities, stocks, bonds, and mutual funds
NOT AVAILABLE"ADVISORY SERVICES"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, March 1, 2024
Primary Code036
First Use Anywhere DateThursday, March 28, 2024
First Use In Commerce DateThursday, March 28, 2024

Trademark Owner History

Party NameOsaic Holdings, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressScottsdale, AZ 85255
Party NameOsaic Holdings, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressScottsdale, AZ 85255
Party NameOsaic Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPHOENIX, AZ 85012

Trademark Events

Event DateEvent Description
Tuesday, February 6, 2024NEW APPLICATION ENTERED
Friday, March 1, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, June 4, 2024ASSIGNED TO EXAMINER
Thursday, June 6, 2024EXAMINERS AMENDMENT E-MAILED
Thursday, June 6, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, June 6, 2024EXAMINER'S AMENDMENT ENTERED
Thursday, June 6, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, June 6, 2024EXAMINERS AMENDMENT -WRITTEN
Wednesday, June 26, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 16, 2024PUBLISHED FOR OPPOSITION
Tuesday, July 16, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 10, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, February 27, 2025USE AMENDMENT FILED
Thursday, February 27, 2025SOU EXTENSION 1 FILED
Thursday, February 27, 2025SOU TEAS EXTENSION RECEIVED
Tuesday, July 16, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 16, 2024PUBLISHED FOR OPPOSITION
Thursday, February 27, 2025TEAS STATEMENT OF USE RECEIVED
Wednesday, May 7, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, May 7, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, May 17, 2025STATEMENT OF USE PROCESSING COMPLETE
Saturday, May 17, 2025SOU EXTENSION 1 GRANTED
Sunday, May 18, 2025NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, May 7, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, May 16, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, July 29, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, July 29, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED
Wednesday, July 16, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, July 7, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Related Keywords

services advisory osaic management investment bonds stocks funds securities mutual dealer