TrademarkDir
DYNASTY: ADVISOR TO CEO
LIVE

Serial Number

88712256

Owner

Dynasty Financial Partners, LLC.

Attorney

B. Anna McCoy

First Use Date

Nov 25, 2019

Filing Date

Dec 2, 2019

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DYNASTY: ADVISOR TO CEO Trademark

Serial Number: 88712256 • Registration: 6214597

DYNASTY: ADVISOR TO CEO is a trademark filed by Dynasty Financial Partners, LLC. on December 2, 2019. The trademark is classified under Class 36 (Insurance & Financial), 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

December 2, 2019

Registration Date

December 8, 2020

First Use Anywhere

November 25, 2019

First Use in Commerce

November 25, 2019

Published for Opposition

September 22, 2020

Goods & Services

Financial and investment services, namely, financial portfolio management services, financial planning services, investment management services; Investment advisory services, namely, Registered Investment Advisor (RIA) services; Providing an internet website portal in the field of financial and investment services and financial portfolio management

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

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Dec 8, 2025 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Apr 23, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 23, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 23, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 23, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Apr 23, 2021 COAR
REGISTERED-PRINCIPAL REGISTER
Dec 8, 2020 R.PR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 4, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 4, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 4, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 4, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 4, 2020 COAR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Sep 22, 2020 NPUB
PUBLISHED FOR OPPOSITION
Sep 22, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 2, 2020 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 14, 2020 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 30, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 29, 2020 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 29, 2020 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 11, 2020 GNRN
NON-FINAL ACTION E-MAILED
Mar 11, 2020 GNRT
NON-FINAL ACTION WRITTEN
Mar 11, 2020 CNRT
NON-FINAL ACTION WRITTEN
Mar 11, 2020 CNRT
ASSIGNED TO EXAMINER
Mar 3, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 7, 2019 NWOS
NEW APPLICATION ENTERED
Dec 5, 2019 NWAP

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