OSAIC INSTITUTIONS Trademark

Trademark Overview

On Monday, June 26, 2023, a trademark application was filed for OSAIC INSTITUTIONS with the United States Patent and Trademark Office. The USPTO has given the OSAIC INSTITUTIONS trademark a serial number of 98059274. The federal status of this trademark filing is SU - REGISTRATION REVIEW COMPLETE as of Monday, December 16, 2024. This trademark is owned by ADVISOR GROUP HOLDINGS, INC.. The OSAIC INSTITUTIONS 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 financial services in the field of securities, stocks, bonds, and mutual funds; providing an Internet website portal in the field of investment management services, investment advisory services, financial management services, and broker-dealer services related to securities, stocks, bonds and mutual funds; providing an Internet website portal offering information, advice, and research to financial advisors and client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services
osaic institutions

General Information

Serial Number98059274
Word MarkOSAIC INSTITUTIONS
Filing DateMonday, June 26, 2023
Status819 - SU - REGISTRATION REVIEW COMPLETE
Status DateMonday, December 16, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 9, 2024

Trademark Statements

Goods and Servicesinvestment management services, investment advisory services, financial management services, and broker-dealer financial services in the field of securities, stocks, bonds, and mutual funds; providing an Internet website portal in the field of investment management services, investment advisory services, financial management services, and broker-dealer services related to securities, stocks, bonds and mutual funds; providing an Internet website portal offering information, advice, and research to financial advisors and client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services
NOT AVAILABLE"INSTITUTIONS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 27, 2023
Primary Code036
First Use Anywhere DateTuesday, October 31, 2023
First Use In Commerce DateTuesday, October 31, 2023

Trademark Owner History

Party NameOSAIC HOLDINGS, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPHOENIX, AZ 85012
Party NameOSAIC HOLDINGS, INC.
Party Type11 - New Owner Before Publication
Legal Entity Type03 - Corporation
AddressPHOENIX, AZ 85012
Party NameADVISOR GROUP HOLDINGS, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPHOENIX, AZ 85012

Trademark Events

Event DateEvent Description
Thursday, June 29, 2023NEW APPLICATION ENTERED
Friday, November 17, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, February 26, 2024ASSIGNED TO EXAMINER
Thursday, July 27, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, October 4, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, November 17, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, November 17, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, February 29, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, February 29, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 29, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, February 26, 2024NON-FINAL ACTION WRITTEN
Monday, February 26, 2024NON-FINAL ACTION E-MAILED
Monday, February 26, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, March 20, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, March 1, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 4, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 9, 2024PUBLISHED FOR OPPOSITION
Tuesday, April 9, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, November 11, 2024SOU EXTENSION 1 FILED
Friday, December 6, 2024SOU EXTENSION 1 GRANTED
Friday, December 6, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, December 6, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, December 12, 2024SOU EXTENSION 2 FILED
Thursday, December 12, 2024USE AMENDMENT FILED
Thursday, December 12, 2024TEAS STATEMENT OF USE RECEIVED
Thursday, December 12, 2024SOU TEAS EXTENSION RECEIVED
Saturday, December 14, 2024SOU EXTENSION 2 GRANTED
Saturday, December 14, 2024STATEMENT OF USE PROCESSING COMPLETE
Saturday, December 14, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, December 16, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, December 16, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, November 11, 2024SOU TEAS EXTENSION RECEIVED

Related Keywords

institutions osaic services investment management financial securities mutual field dealer advisory broker