NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
02/04/2026
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Official data from USPTO
MY SUCCESSION PLAN
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
65
Latest update
02/05/2026
Trademark type
Combined
Nice classes
35, 36, 42
Filing date
08/28/2017
Registration date
06/30/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/04/2026
Last transaction
02/05/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
10/10/2017
First use in commerce
10/10/2017
Drawing code
3
Owner type
03
Owner location
Scottsdale, AZ
Examiner
PERRY, KIMBERLY B
Current location
Historical data usage
Mark description
The mark consists of the words "MY SUCCESSION PLAN", with two curved arrows forming the letter "O" in "SUCCESSION". A curved line extends from the letter "Y" and above the words "MY SUCCESSION", and two short horizontal lines appear on either side of the word "PLAN".
Holders and representatives
Holders
OSAIC HOLDINGS, INC.
OSAIC, INC.
Advisor Group, Inc.
Representatives
Gayle Denman Davis Wright Tremaine LLP
Technical classification
Nice Classes
Class 35Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Providing an Internet website portal offering business informationadvice and research in the field of business succession planning
Class 36
Providing an Internet website portal in the field of investment management servicesinvestment advisory servicesfinancial management servicessecurities and mutual fund broker-dealer services; providing an Internet website portal offering financial informationadvice and research to purchasers and sellers of financial advisory businesses
Class 42
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
Publications
History of USPTO decisions and trademark events.
65 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02/04/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/04/2026
E815
TEAS SECTION 8 & 15 RECEIVED
10/31/2025
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
10/02/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/02/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/02/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/02/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
06/30/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/07/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/07/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/07/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05/07/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
05/07/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/17/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/17/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/17/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
11/17/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
11/17/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
11/15/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
09/20/2023
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/21/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
06/30/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
05/27/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/26/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
04/29/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
04/29/2020
IUAF
USE AMENDMENT FILED
04/14/2020
EISU
TEAS STATEMENT OF USE RECEIVED
04/14/2020
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
10/15/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/20/2019
PUBO
PUBLISHED FOR OPPOSITION
08/20/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/31/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/15/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/12/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/12/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/12/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/24/2019
GNRT
NON-FINAL ACTION E-MAILED
01/24/2019
CNRT
NON-FINAL ACTION WRITTEN
01/24/2019
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
01/22/2019
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
01/08/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/19/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/18/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/18/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/18/2018
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
06/19/2018
GPRA
PRIORITY ACTION E-MAILED
06/19/2018
CPRA
PRIORITY ACTION WRITTEN
06/19/2018
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
06/13/2018
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
05/01/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/18/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/03/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/03/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/03/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/12/2017
GNRT
NON-FINAL ACTION E-MAILED
10/12/2017
CNRT
NON-FINAL ACTION WRITTEN
10/12/2017
DOCK
ASSIGNED TO EXAMINER
10/08/2017
AMPX
PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
09/12/2017
ALIE
ASSIGNED TO LIE
09/12/2017
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
09/02/2017
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
09/01/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/01/2017
NWAP
NEW APPLICATION ENTERED
08/31/2017
Continuous trademark protection
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