DYNAMIC ADVISORY FEE

LIVE

Serial Number

99947159

Owner

Vaultis Private Wealth ltd.

Attorney

Jason D. Stone

First Use Date

Jan 1, 2025

Filing Date

Jul 17, 2026

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DYNAMIC ADVISORY FEE Trademark

Serial Number: 99947159

DYNAMIC ADVISORY FEE is a trademark filed by Vaultis Private Wealth ltd. on July 17, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Vaultis Private Wealth ltd. (2 trademarks)

3899 Beech Street
Cincinnati, OH 45227

Entity Type: 16

Legal Representation

Attorney of Record

Jason D. Stone

3,150 trademarks filed View all →

Correspondence Address

Jason D. Stone Stone Law, P.C.

18 Robbins Street, Floor 2

Toms River, NJ 08753

United States

Trademark Details

Filing Date

July 17, 2026

Registration Date

Not Registered

First Use Anywhere

January 1, 2025

First Use in Commerce

January 1, 2025

Goods & Services

Investment advisory services; Financial planning; Estate planning; Financial planning and investment advisory services

Filing History

APPLICATION FILING RECEIPT MAILED

Jul 17, 2026 MAFR

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 17, 2026 NWOS

NEW APPLICATION ENTERED

Jul 17, 2026 NWAP

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