OSAIC HOLDINGS, INC. Trademarks
INVESTACORP, INC.

INVESTACORP, INC.

Filed: October 2, 1987
INVESTMENT CONSULTING AND BROKERAGE SERVICES IN THE FIELDS OF SECURITIES, MUTUAL FUNDS, PARTNERSHIPS, AND OTHER INVESTMENTS…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 73688188

SERVING THE SMART MONEY SINCE 1876

SERVING THE SMART MONEY SINCE 1876

Filed: February 22, 1996
stock brokerage, security brokerage, investment banking, investment brokerage, investment consultation, financial planning…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 75061311

INVESTALINK

INVESTALINK

Filed: June 10, 1996
computer software for networking securities' account information
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 75116508

PARALLEL PROGRAM

PARALLEL PROGRAM

Filed: June 10, 1996
financial services in the nature of providing a fee-based securities brokerage account
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 75116511

SMART INVESTMENT BANKING

SMART INVESTMENT BANKING

Filed: April 26, 2001
INVESTMENT BANKING SERVICES
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 76247036

VISION2020 ADVISOR

VISION2020 ADVISOR

Filed: January 4, 2002
INVESTMENT ADVICE, NAMELY, FINANCIAL ASSET ALLOCATION ADVISORY SERVICES
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 76355578

VISION 2020 ONEVIEW

VISION 2020 ONEVIEW

Filed: June 4, 2002
Financial services, namely, providing an on-line computer database in the field of finance that allows financial consultants…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 76415839

INVESTACORP ADVISORY SERVICES

INVESTACORP ADVISORY SERVICES

Filed: September 25, 2002
FINANCIAL SERVICES IN THE NATURE OF ADVISORY/CONSULTING SERVICES REGARDING INVESTMENT SECURITIES ACCOUNTS
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 76454377

SECURITIES AMERICA

SECURITIES AMERICA

Filed: February 7, 2005
Financial services, namely, brokerage services, financial analysis and consultation in the field of stocks, bonds, mutual…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 76630618

Image Trademark

Image Trademark

Filed: February 8, 2005
Financial services, namely, financial analysis, consultation and brokerage services in the field of stocks, bonds, mutual…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 76630739

RETIREMENT OPPORTUNITIES

RETIREMENT OPPORTUNITIES

Filed: June 9, 2005
investment advisory services
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 76640448

ARBOR POINT ADVISORS

ARBOR POINT ADVISORS

Filed: August 27, 2012
Investment Advisory Services
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 76712273

ARBOR POINT A D V I S O R S

ARBOR POINT A D V I S O R S

Filed: February 11, 2013
Investment Advisory Services
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 76713434

INVESTACORP

INVESTACORP

Filed: February 15, 2007
Investment brokerage; Investment consultation
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 77108250

DRIVING FINANCIAL GROWTH SINCE 1876

DRIVING FINANCIAL GROWTH SINCE 1876

Filed: December 9, 2008
Investment banking; investment brokerage; investment consultation; financial planning; financial research; stock brokerage…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 77629659

SAGEPOINT

SAGEPOINT

Filed: January 7, 2009
Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Insurance…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 77644750

VISION2020

VISION2020

Filed: December 17, 2002
Financial investment and advisory services in the fields of annuities, retirement plans and life insurance products
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 78195480

SECURITIES AMERICA

SECURITIES AMERICA

Filed: June 16, 2010
FINANCIAL SERVICES, NAMELY, FINANCIAL ANALYSIS, CONSULTATION AND BROKERAGE SERVICES IN THE FIELD OF STOCKS, BONDS, MUTUAL…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 85064501

VISION2020 WEALTH MANAGEMENT

VISION2020 WEALTH MANAGEMENT

Filed: June 18, 2010
Financial investment in the field of retirement plans, Investment advisory services
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 85066634

ROYAL ALLIANCE

ROYAL ALLIANCE

Filed: April 17, 2012
Financial investment services, namely, administering the [ issuance, underwriting and ] distribution of securities; Insurance…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 85600257

FSC

FSC

Filed: July 18, 2013
Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Insurance…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 86013901

SYMBIL

SYMBIL

Filed: December 10, 2015
Investment management services
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 86845663

AG ADVISOR GROUP

AG ADVISOR GROUP

Filed: April 4, 2017
Investment management services, investment advisory services, financial management services, and broker-dealer services…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 87397475

IN YOUR CORNER

IN YOUR CORNER

Filed: April 4, 2017
Investment management services, investment advisory services, financial management services, and broker-dealer services…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 87397480

MYCMO

MYCMO

Filed: July 11, 2017
Providing an Internet website portal offering customizable digital and print marketing materials, educational materials…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 87523248

MY SUCCESSION PLAN

MY SUCCESSION PLAN

Filed: August 25, 2017
Providing an Internet website portal offering business information, advice and research in the field of business succession…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 87583607

MY SUCCESSION PLAN

MY SUCCESSION PLAN

Filed: August 28, 2017
Providing an Internet website portal offering business information, advice and research in the field of business succession…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 87585848

EQUIPT

EQUIPT

Filed: September 13, 2017
Providing an Internet website portal in the field of investment management services, investment advisory services, financial…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 87606303

EQUIPT

EQUIPT

Filed: October 2, 2017
Providing an Internet website portal in the field of investment management services, investment advisory services, financial…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 87630779

WOODBURY FINANCIAL

WOODBURY FINANCIAL

Filed: September 11, 2018
Financial services, namely, a retail broker/dealer that provides brokerage services in the nature of securities, stock,…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 88112506

WOODBURY FINANCIAL MEMBER OF ADVISOR GROUP

WOODBURY FINANCIAL MEMBER OF ADVISOR GROUP

Filed: September 11, 2018
Financial services, namely, a retail broker/dealer that provides brokerage services in the nature of securities, stock,…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 88112576

QUI(K)

QUI(K)

Filed: January 7, 2019
Employee defined contribution and defined benefit plan fiduciary services in the nature of fiduciary representative services…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 88252413

EQUIPT

EQUIPT

Filed: July 16, 2019
Downloadable computer software featuring information in the fields of investment management services, investment advisory…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 88517266

EQUIPT

EQUIPT

Filed: July 16, 2019
Downloadable computer software featuring information in the fields of investment management services, investment advisory…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 88517277

TRIAD ADVISORS

TRIAD ADVISORS

Filed: January 25, 2021
Investment management services, investment advisory services, financial management services, and broker-dealer services…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 90486164

TRIAD ADVISORS

TRIAD ADVISORS

Filed: January 25, 2021
Investment management services, investment advisory services, financial management services, and broker-dealer services…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 90486172

TRIAD HYBRID SOLUTIONS

TRIAD HYBRID SOLUTIONS

Filed: January 25, 2021
Investment management services, investment advisory services, financial management services, and broker-dealer services…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 90486178

TRIAD HYBRID SOLUTIONS

TRIAD HYBRID SOLUTIONS

Filed: January 25, 2021
Investment management services, investment advisory services, financial management services, and broker-dealer services…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 90486181

CONFIDENCE WHEREVER YOU GROW

CONFIDENCE WHEREVER YOU GROW

Filed: January 25, 2021
Investment management services, investment advisory services, financial management services, and broker-dealer services…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 90486184

AG

AG

Filed: March 14, 2022
Investment management services, investment advisory services, financial management services, and broker-dealer services…
Owned by: OSAIC HOLDINGS, INC.
Serial Number: 97311358