Who owns the FINANCIAL ADVICE ON YOUR TERMS trademark?

The FINANCIAL ADVICE ON YOUR TERMS trademark is owned by OSAIC HOLDINGS, INC..

What class is the FINANCIAL ADVICE ON YOUR TERMS trademark registered in?

The FINANCIAL ADVICE ON YOUR TERMS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for FINANCIAL ADVICE ON YOUR TERMS?

The USPTO serial number for FINANCIAL ADVICE ON YOUR TERMS is 97159041.

What is the registration number for FINANCIAL ADVICE ON YOUR TERMS?

FINANCIAL ADVICE ON YOUR TERMS is registered under USPTO registration number 7044733.

FIN

USPTO Trademark Record

REGISTERED

FINANCIAL ADVICE ON YOUR TERMS

SN 97159041·Reg 7044733·Filed Dec 06, 2021

Owner OSAIC HOLDINGS, INC.

Financial, monetary and banking services; insurance services; real estate services.

FINANCIAL ADVICE ON YOUR TERMS (Serial No. 97159041), Registration No. 7044733, is a registered US trademark filed on Dec 06, 2021 by OSAIC HOLDINGS, INC.. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: May 02, 2029

Mark Intelligence

FINANCIAL ADVICE ON YOUR TERMS (Reg. #7044733) is a registered US trademark that has been protecting its owner, OSAIC HOLDINGS, INC., since 2021. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Dec 06, 2021

SERIAL

97159041

REG#

7044733

REGISTERED

May 02, 2023

Owner

Applicant

OSAIC HOLDINGS, INC.

Entity

Corporation

State

Address

18700 N. HAYDEN RD., STE. 255, SCOTTSDALE, AZ, 85255

Country

Attorney

NameGayle Denman

Law firm

Gayle Denman Davis Wright Tremaine LLP

Docket

T28259US00

Address

1251 Avenue of the Americas, 21st Floor, New York, NY 10020-1104, United States

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Filing Information

StatusREGISTERED

Filing DateDec 06, 2021

Serial Number97159041

Registration No.7044733

Registration DateMay 02, 2023

Status DateMay 02, 2023

Published for OppositionOct 25, 2022

Mark TypeStandard characters

Attorney DocketT28259US00

Status DescriptionLive and registered

Filing Signals

FILED

2021

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 02, 2023

First use in commerce: Jan 02, 2023

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

21 events

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Oct 02, 2025

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 02, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 02, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Oct 02, 2025

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Sep 17, 2025

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

REGISTERED-PRINCIPAL REGISTER

May 02, 2023

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

May 02, 2023

NOTICE OF REGISTRATION CONFIRMATION EMAILED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Mar 31, 2023

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Mar 30, 2023

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

STATEMENT OF USE PROCESSING COMPLETE

Mar 08, 2023

STATEMENT OF USE PROCESSING COMPLETE

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Mar 06, 2023

CASE ASSIGNED TO INTENT TO USE PARALEGAL

USE AMENDMENT FILED

Feb 16, 2023

USE AMENDMENT FILED

TEAS STATEMENT OF USE RECEIVED

Feb 16, 2023

TEAS STATEMENT OF USE RECEIVED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Dec 20, 2022

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Oct 25, 2022

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 25, 2022

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 05, 2022

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 21, 2022

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Sep 13, 2022

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 13, 2021

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Dec 09, 2021

NEW APPLICATION ENTERED

FINANCIAL ADVICE ON YOUR TERMS

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Other Marks by OSAIC HOLDINGS, INC.

Other Marks in Class 036 — Insurance, financial & real estate services

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