TrademarkDir
ADVISOR TO CEO
LIVE

Serial Number

90659103

Owner

Dynasty Financial Partners, LLC.

Attorney

B. Anna McCoy

First Use Date

Nov 25, 2019

Filing Date

Apr 20, 2021

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ADVISOR TO CEO Trademark

Serial Number: 90659103 • Registration: 7700225

ADVISOR TO CEO is a trademark filed by Dynasty Financial Partners, LLC. on April 20, 2021. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Dynasty Financial Partners, LLC. (35 trademarks)

15th Floor
St. Petersburg, FL 33701

Entity Type: 16

Trademark Details

Filing Date

April 20, 2021

Registration Date

February 25, 2025

First Use Anywhere

November 25, 2019

First Use in Commerce

November 25, 2019

Published for Opposition

April 11, 2023

Goods & Services

Platform as a service (PAAS) featuring computer software platforms for use in providing wealth management advisors end client financial information; Platform as a service (PAAS) featuring computer software platforms for connecting wealth management advisors and clients

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Feb 25, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Feb 25, 2025 R.PR
1(B) BASIS DELETED; PROCEED TO REGISTRATION
Jul 3, 2024 DP1B
EARLY EXTENSION OF USE REFUSED
Jul 3, 2024 EARE
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jun 24, 2024 AITU
NOTICE OF ALLOWANCE CANCELLED
Jun 6, 2024 IUCN
SOU TEAS EXTENSION RECEIVED
Jun 5, 2024 EEXT
TEAS POST PUBLICATION AMENDMENT RECEIVED
May 28, 2024 EPPA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Dec 2, 2023 EXRA
SOU EXTENSION 1 GRANTED
Nov 30, 2023 EX1G
SOU EXTENSION 1 FILED
Nov 30, 2023 EXT1
SOU TEAS EXTENSION RECEIVED
Nov 30, 2023 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jun 6, 2023 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 11, 2023 NPUB
PUBLISHED FOR OPPOSITION
Apr 11, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 22, 2023 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 6, 2023 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 3, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 3, 2023 CRFA
ASSIGNED TO LIE
Mar 2, 2023 ALIE
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Dec 20, 2022 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Jul 15, 2022 GNFN
FINAL REFUSAL E-MAILED
Jul 15, 2022 GNFR
FINAL REFUSAL WRITTEN
Jul 15, 2022 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 18, 2022 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 17, 2022 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 17, 2022 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 20, 2021 GNRN
NON-FINAL ACTION E-MAILED
Dec 20, 2021 GNRT
NON-FINAL ACTION WRITTEN
Dec 20, 2021 CNRT
ASSIGNED TO EXAMINER
Dec 13, 2021 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 28, 2021 NWOS
NEW APPLICATION ENTERED
Apr 23, 2021 NWAP

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