DYNAMIC PORTFOLIO Trademark

Serial Number: 99377222

DYNAMIC PORTFOLIO is a trademark filed by EVERGREEN WEALTH CORPORATION on September 5, 2025. 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

EVERGREEN WEALTH CORPORATION (2 trademarks)

120 Northeast 27th Street
Miami, FL 33139

Entity Type: 03

Legal Representation

Attorney of Record

Jennifer Couture

7 trademarks filed View all →

Correspondence Address

Jennifer Couture Law Office of Jennifer L Couture, LLC

50 S Russell Street

# 1

Boston, MA 02114

United States

Trademark Details

Filing Date

September 5, 2025

Registration Date

Not Registered

First Use Anywhere

July 29, 2025

First Use in Commerce

July 29, 2025

Goods & Services

Investment management services for others, namely, creating investment vehicles, financially managing and financially administering investment assets; financial investment management services provided through secure online and mobile platforms that design, implement, and manage customized client financial and investment accounts composed of individual securities; providing financial information and data analytics for facilitating the management of investment assets.