Trademark owner · USPTO register · rebuilt nightly

Osaic Holdings, Inc.

50 live US trademarks, filing since 1996. 1 new application filed this year.

Live marks
50
registered + pending
Registered
44
on the Principal Register
Pending
6
applications in progress
Filed in 2026
1
by filing date
Classes used
5
of 45 Nice classes
First filing
1996
30 years on the register
At a glanceplain-language reads of the register
Mostly insurance & finance: 44 of 50 live marks are in Class 36. Science & technology (SaaS) (Class 42) is next with 16.
6 registrations have a maintenance filing due in the next 12 months, 2 already in the grace period.
Filing activityapplications per year, by filing date
0 9 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 so far

Marks held on the register, by filing date. 2026 is year to date.

Portfolio by classlive marks · rank among filers in that class

A multi-class mark counts once per class. Rank shown where the owner is in the class's top 50.

Latest activity

What Osaic Holdings, Inc. filed most recently.

MarkClassFiledBasisStatusSerial
OSAIC EMPOWERED INDEPENDENCE 35 Jan 20, 2026 — pending 99603576
OSAIC ADVISORS 36 Dec 17, 2025 — pending 99553528
LADENBURG THALMANN ELECTRIFICATION INFRASTRUCTURE INDEX 36 Apr 4, 2025 — published 99120732
LADENBURG THALMANN ELECTRIFICATION INFRASTRUCTURE INDEX 35 Apr 4, 2025 — registered Oct 13 99975871
SAGEMARK CONSULTING 36 Oct 4, 2024 — registered Aug 26 98785235
OSAIC ADVISORY SERVICES 36 Feb 2, 2024 — registered Jul 29 98388336
OSAIC WEALTH 36, 42 Jun 26, 2023 — published 98059258
OSAIC INSTITUTIONS 36 Jun 26, 2023 — registered Jan 7 98059274
OSAIC FOUNDATION 35, 36 May 12, 2023 — registered May 6 97934318
OSAIC 35, 36, 42 May 12, 2023 — registered May 6 97934321
Recently registeredlast 12 months
LADENBURG THALMANN ELECTRIFICATION INFRASTRUCTURE INDEX · Cl. 35 · Reg. 8,506,405
Oct 13, 2026

Registration starts the maintenance clock: a Section 8 declaration is due between years 5 and 6.

Maintenance windows aheadnext 12 months · from registration dates
MY SUCCESSION PLAN · Reg. 6,091,377 · registered Jun 2020
Section 8 declaration (years 5–6) · in grace period until Dec 30, 2026
Jun 30, 2025 → Jun 30, 2026
MY SUCCESSION PLAN · Reg. 6,091,378 · registered Jun 2020
Section 8 declaration (years 5–6) · in grace period until Dec 30, 2026
Jun 30, 2025 → Jun 30, 2026
SERVING THE SMART MONEY SINCE 1876 · Reg. 2,043,314 · registered Mar 1997
Section 8 & 9 renewal (year 30)
Mar 11, 2026 → Mar 11, 2027
QUI(K) · Reg. 6,403,978 · registered Jun 2021
Section 8 declaration (years 5–6)
Jun 29, 2026 → Jun 29, 2027
INVESTALINK · Reg. 2,077,330 · registered Jul 1997
Section 8 & 9 renewal (year 30)
Jul 8, 2026 → Jul 8, 2027
SYMBIL · Reg. 5,291,746 · registered Sep 2017
Section 8 & 9 renewal (year 10)
Sep 19, 2026 → Sep 19, 2027

A filing missed by the due date enters a six-month grace period, then the registration cancels.

Common questions

About Osaic Holdings, Inc. trademarks.

How many trademarks does Osaic Holdings, Inc. have?

50 live US trademarks as of October 23, 2026: 44 registered and 6 pending applications. 1 were filed in 2026 so far.

What does Osaic Holdings, Inc. sell, according to its trademarks?

Mostly insurance & finance (Class 36, 44 live marks). Also science & technology (saas) (Class 42) and advertising & business (Class 35).

Who owns the SERVING THE SMART MONEY SINCE 1876 trademark?

SERVING THE SMART MONEY SINCE 1876 is owned by Osaic Holdings, Inc.. It was registered on March 11, 1997 (Reg. No. 2043314) and is live. The same owner holds 49 other live US marks.

When did Osaic Holdings, Inc. first file a trademark?

Its oldest live US filing dates from 1996: SERVING THE SMART MONEY SINCE 1876, filed February 22, 1996.

Know the morning after Osaic Holdings, Inc. files.

Watch this company in Thorgate and get an alert for every new application, registration, publication and lapse, with the opposition deadline already worked out. Or monitor your own marks for conflicts with theirs.

Data: USPTO trademark bulk files, processed nightly by Thorgate. Last rebuilt October 23, 2026. Counts cover the US federal register only, not state or foreign marks. Owner names are shown as recorded by the USPTO. This page reports public-record facts and dates and is not legal advice. For the official record of any mark, follow its serial number to USPTO TSDR.