Serial Number
99426028
Owner
Dynasty Financial Partners, LLCAttorney
B. Anna McCoyFiling Date
Oct 2, 2025
INDEPENDENT STREET Trademark
Serial Number: 99426028
Trademark Classes
Owner Contact Info
15th Floor 200 Central Avenue
St. Petersburg, FL 33701
Entity Type: 16
Legal Representation
Correspondence Address
B. Anna McCoy McCoy Russell LLP
1410 NW Johnson Street
Suite 201
Portland, OR 97209
United States
Trademark Details
Filing Date
October 2, 2025
Registration Date
Not Registered
Published for Opposition
March 24, 2026
Goods & Services
Offering business management assistance for others in the establishment and operation of financial advisory firms; Business management assistance in the establishment and business operation of financial advisory firms for registered investment advisors and investment businesses, namely, providing business development and operation of financial businesses, investment businesses and business advisory services; Provision of business assistance services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, business management consulting and advisory services, business development, operation consultancy, and strategic planning services related to business management and business operations
Financial and investment services, namely, financial portfolio management services, financial planning services, investment management services; Investment advisory services, namely, investment advisory services from a Registered Investment Advisor (RIA) services; Development and operation of financial, investment and financial and investment advisory services for Registered Investment Advisors and Registered Investment Advisor businesses, namely, financial portfolio management services, financial planning services and investment management services; Provision of financial services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, financial portfolio management services, financial planning services and investment management services