USPTO serial 87583607
MY SUCCESSION PLAN
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 30, 2020
- Examiner
- PERRY, KIMBERLY B
- Law office
- Historical data usage
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Phoenix, AZ
Phoenix, AZ
PHOENIX, AZ
Phoenix, AZ
Scottsdale, AZ
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Gayle Denman
Gayle Denman Davis Wright Tremaine LLP1251 Avenue of the Americas, 21st FloorNew York, NY 10020-1104United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Providing an Internet website portal offering business information, advice and research in the field of business succession planning | ACTIVE | Oct 10, 2017 |
| 036 | 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 | ACTIVE | Oct 10, 2017 |
| 042 | 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 | ACTIVE | Oct 10, 2017 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Advisor Group, Inc.
- Other trademarks owned by Advisor Group, Inc.
- Other trademarks owned by OSAIC, INC.
- Other trademarks owned by Advisor Group, Inc.
- Other trademarks owned by OSAIC HOLDINGS, INC.
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 4, 2026 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Feb 4, 2026 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Feb 4, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 31, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Oct 2, 2025 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Oct 2, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 2, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 2, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 30, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 7, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 7, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| May 7, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 7, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 7, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 17, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 17, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Nov 17, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 17, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 17, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 15, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 20, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Dec 21, 2022 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jun 30, 2020 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| May 27, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| May 26, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 29, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 29, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 14, 2020 | IUAF | USE AMENDMENT FILED | — |
| Apr 14, 2020 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Oct 15, 2019 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Aug 20, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 20, 2019 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jul 31, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 15, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 12, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 12, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 12, 2019 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 24, 2019 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 24, 2019 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 24, 2019 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 22, 2019 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Jan 8, 2019 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Dec 19, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 18, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 18, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 18, 2018 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 19, 2018 | GPRN | NOTIFICATION OF PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Jun 19, 2018 | GPRA | PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Jun 19, 2018 | CPRA | PRIORITY ACTION WRITTEN | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Jun 13, 2018 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| May 1, 2018 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Apr 18, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 3, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 3, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 3, 2018 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 12, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 12, 2017 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 12, 2017 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 8, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 12, 2017 | AMPX | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED | — |
| Sep 12, 2017 | ALIE | ASSIGNED TO LIE | — |
| Sep 1, 2017 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Aug 30, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 29, 2017 | NWAP | NEW APPLICATION ENTERED | — |