USPTO trademark

FINANCIAL ADVICE ON YOUR TERMS

RegisteredUSPTOWord markClass 36

"FINANCIAL ADVICE ON YOUR TERMS" is a word mark owned by Osaic Holdings, Inc., filed at the USPTO on December 6, 2021. It is registered and covers class 36 (Insurance and Financial).

View Osaic Holdings, Inc. portfolio Get this data via the API

Data current as of October 7, 2025Official USPTO record

As filed with the USPTO

Status: Registered; Since May 2, 2023
Filed: December 6, 2021
Registered: May 2, 2023
Expires: Not recorded
Application no.: 97159041
Registration no.: 7044733
Office: USPTO; United States Patent and Trademark Office
Mark type: Word mark; 1 class

Ownership

Who owns FINANCIAL ADVICE ON YOUR TERMS

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

Osaic Holdings, Inc.

Scottsdale, United States

73 trademarks in the portfolioView company

Representative

Gayle Denman

Davis Wright Tremaine LLP

Goods and services

What the mark covers

The products and services FINANCIAL ADVICE ON YOUR TERMS is filed for, grouped by Nice class.

36Class 36 · Insurance and Financial
Financial advisory and consulting services; financial planning and advisory services

History

What has happened so far

Steps recorded by the USPTO, newest first.

October 2, 2025Teas withdrawal of attorney received-firm retains
October 2, 2025Teas change of correspondence received
October 2, 2025Attorney/dom.rep.revoked and/or appointed
October 2, 2025Teas revoke/app/change addr of atty/dom rep received
September 17, 2025Automatic update of assignment of ownership
May 2, 2023Notice of registration confirmation emailed
May 2, 2023Registered-principal register
March 31, 2023Notice of acceptance of statement of use e-mailed
March 30, 2023Allowed principal register - sou accepted
March 8, 2023Statement of use processing complete

10 earlier steps on the official record.

FAQ

About FINANCIAL ADVICE ON YOUR TERMS

Who owns the trademark "FINANCIAL ADVICE ON YOUR TERMS"?

The USPTO trademark "FINANCIAL ADVICE ON YOUR TERMS" (application 97159041) is owned by Osaic Holdings, Inc.

What is the status of "FINANCIAL ADVICE ON YOUR TERMS"?

Its status at the USPTO is: registered.

When was "FINANCIAL ADVICE ON YOUR TERMS" registered?

It was registered on May 2, 2023.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull FINANCIAL ADVICE ON YOUR TERMS and marks like it into your own product with one request.

GET/v1/trademarks/{id}
The full record: owners, classes, dates and images
GET/v1/trademarks/{id}/events
Every step in the office history
GET/v1/proceedings?trademark_id={id}
Oppositions and cancellations against the mark

Get API key View docs

GET /v1/trademarks/{id}

ID=tm_019d29f2-2fff-774c-ba94-c9a81af211bc
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"

Response

{
  "id": "tm_019d29f2-2fff-774c-ba94-c9a81af211bc",
  "object": "trademark",
  "mark_text": "FINANCIAL ADVICE ON YOUR TERMS",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "97159041",
  "filing_date": "2021-12-06",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "OSAIC HOLDINGS, INC.",
      "entity_id": "ent_019eb6fb-6e0c-7321-b531-e221f9b9078a"
    }
  ]
}