DYNASTY DIAL

Serial Number 98369541
688

Registration Progress

Application Filed
Jan 22, 2024
Under Examination
Feb 11, 2025
Approved for Publication
Dec 17, 2024
Published for Opposition
Dec 17, 2024
Registered

Attorney Assistance

NOA E-Mailed - SOU Required
Due: Aug 11, 2025 14 days

Trademark Image

DYNASTY DIAL

Basic Information

Serial Number
98369541
Filing Date
January 22, 2024
Published for Opposition
December 17, 2024
Drawing Code
4

Status Summary

Current Status
Active
Status Code
688
Status Date
Feb 11, 2025
Application
Pending
Classes
035 041

Rights Holder

Dynasty Financial Partners, LLC

16
Address
200 Central Avenue, 15th Floor
St. Petersburg, FL 33701

Ownership History

Dynasty Financial Partners, LLC

Original Applicant
16
St. Petersburg, FL

Dynasty Financial Partners, LLC

Owner at Publication
16
St. Petersburg, FL

Legal Representation

Attorney
B. Anna McCoy

USPTO Deadlines

Next Deadline
14 days remaining
NOA E-Mailed - SOU Required
Due Date
August 11, 2025
Extension Available
Until February 11, 2026

Application History

14 events
Date Code Type Description Documents
Feb 11, 2025 NOAM E NOA E-MAILED - SOU REQUIRED FROM APPLICANT Loading...
Dec 17, 2024 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Dec 17, 2024 PUBO A PUBLISHED FOR OPPOSITION Loading...
Dec 11, 2024 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Nov 22, 2024 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Nov 20, 2024 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Nov 20, 2024 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Nov 20, 2024 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Aug 20, 2024 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Aug 20, 2024 GNRT F NON-FINAL ACTION E-MAILED Loading...
Aug 20, 2024 CNRT R NON-FINAL ACTION WRITTEN Loading...
Aug 16, 2024 DOCK D ASSIGNED TO EXAMINER Loading...
May 22, 2024 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jan 22, 2024 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 035
Business management consulting and advisory services; Business strategic planning services; Business management services within the financial services industry; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business consultation in the field of business leadership development and business management; Advisory and consulting services relating to business management and business operations; Development and operation of financial business, investment business and business advisory services for Registered Investment Advisors and Registered Investment Advisor businesses, namely, business development, operations and advisory services; Provision of business services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, business development, operations and advisory services; Business collaboration services, namely, providing business management advice to businesses within the financial services industry; Market research and analysis services, namely, providing market research and analysis to inform business strategy and decision-making in the wealth management sector; Financial performance benchmarking, namely, offering analyzing and compiling data for measuring the performance of financial markets within the wealth management industry; Brand strategy and marketing development services, namely, assisting businesses in developing their brand awareness in the financial sector; Risk management consulting, namely, providing advice on managing business risks, particularly in finance and investment; Business consulting services relating to the integration of technology in business operations, especially fintech solutions; Succession planning for financial businesses, namely, consulting services focusing on leadership and business continuity planning in the wealth management sector
Class 041
Training services in the field of wealth management; Professional coaching services in the field of wealth management; Training and professional coaching services related to the growth of businesses in the wealth management industry; Business education and training services, namely, developing and facilitating customized leadership and executive development programs, providing executive coaching services, and providing business education programs; Training courses in strategic planning relating to business growth and success; Business training consultancy services; Educational services, namely, providing classes, seminars, and workshops in the field of business management; Providing business training consultancy services to wealth management firms; Business management training services in relation to leadership, innovation, customer experience, and management strategy; Online educational services, namely, offering online courses, webinars, and virtual workshops in business management and wealth management; Certification programs, namely, providing certification programs for training in the field of various aspects of wealth management and business leadership; Financial literacy education, namely, courses or training services aimed at improving financial literacy among professionals in the sector; Leadership retreats and executive seminars, namely, organizing and conducting educational retreats and seminars for high-level executives in wealth management; Mentorship and internship programs, namely, establishing mentorship and internship programs in business leadership and wealth management; Cultural competency training, namely, training in cultural competency and diversity for businesses and leaders in the financial sector

Classification

International Classes
035 041