| Serial Number | 90486164 |
| Word Mark | TRIAD ADVISORS |
| Filing Date | Monday, January 25, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 7, 2021 |
| Registration Number | 6581279 |
| Registration Date | Tuesday, December 7, 2021 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 21, 2021 |
| Goods and Services | Providing workshops and conferences in the fields of finance and investment; providing professional coaching services in the fields of finance and investment |
| Goods and Services | Investment management services, investment advisory services, financial management services, and broker-dealer services in the field of securities, stocks, bonds, and mutual funds |
| NOT AVAILABLE | "ADVISORS" |
| Goods and Services | Providing a website featuring technology enabling financial professionals to manage financial transactions, access investment research, perform financial instrument trades, and manage client financial portfolios in the fields of finance and investment |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, April 26, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, November 30, 1997 |
| First Use In Commerce Date | Sunday, November 30, 1997 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, April 26, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Sunday, November 30, 1997 |
| First Use In Commerce Date | Sunday, November 30, 1997 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, April 26, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, November 30, 1997 |
| First Use In Commerce Date | Sunday, November 30, 1997 |
| Party Name | OSAIC HOLDINGS, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | Scottsdale, AZ 85255 |
| Party Name | ADVISOR GROUP HOLDINGS, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | PHOENIX, AZ 85012 |
| Party Name | ADVISOR GROUP HOLDINGS, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | PHOENIX, AZ 85012 |
| Party Name | ADVISOR GROUP HOLDINGS, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | PHOENIX, AZ 85012 |
| Event Date | Event Description |
| Thursday, January 28, 2021 | NEW APPLICATION ENTERED |
| Monday, April 26, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, August 11, 2021 | ASSIGNED TO EXAMINER |
| Monday, August 16, 2021 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, August 16, 2021 | EXAMINER'S AMENDMENT ENTERED |
| Monday, August 16, 2021 | EXAMINERS AMENDMENT E-MAILED |
| Monday, August 16, 2021 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, August 16, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 1, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 21, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 21, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 7, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, December 21, 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, October 4, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, November 17, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, November 17, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, November 17, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, November 17, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, November 17, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, May 7, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, May 7, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, May 7, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, May 7, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, May 7, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |