DYNASTY DIAL
LIVE

Serial Number

98369541

Owner

Dynasty Financial Partners, LLC

Attorney

B. Anna McCoy

Filing Date

Jan 22, 2024

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DYNASTY DIAL Trademark

Serial Number: 98369541

DYNASTY DIAL is a trademark filed by Dynasty Financial Partners, LLC on January 22, 2024. The trademark is classified under Class 41 (Education & Entertainment), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Dynasty Financial Partners, LLC

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

Entity Type: 16

Trademark Details

Filing Date

January 22, 2024

Registration Date

Not Registered

Published for Opposition

December 17, 2024

Goods & Services

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

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

Filing History

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Feb 11, 2026 EXRA
SOU EXTENSION 2 GRANTED
Feb 11, 2026 EX2G
SOU EXTENSION 2 FILED
Feb 10, 2026 EXT2
SOU TEAS EXTENSION RECEIVED
Feb 10, 2026 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Aug 12, 2025 EXRA
SOU EXTENSION 1 GRANTED
Aug 11, 2025 EX1G
SOU EXTENSION 1 FILED
Aug 11, 2025 EXT1
SOU TEAS EXTENSION RECEIVED
Aug 11, 2025 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Feb 11, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 17, 2024 NPUB
PUBLISHED FOR OPPOSITION
Dec 17, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 11, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 22, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 20, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 20, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 20, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 20, 2024 GNRN
NON-FINAL ACTION E-MAILED
Aug 20, 2024 GNRT
NON-FINAL ACTION WRITTEN
Aug 20, 2024 CNRT
ASSIGNED TO EXAMINER
Aug 16, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 22, 2024 NWOS
NEW APPLICATION ENTERED
Jan 22, 2024 NWAP