NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
01/05/2026
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Official data from USPTO
TRIANGULATION OF ADVICE
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
TRIANGULATION OF ADVICE
ST13
US500000086383458Class
36
Filing
86383458
Registration
4852319
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
34
Latest update
01/27/2026
Trademark type
Word
Nice classes
36
Filing date
09/02/2014
Registration date
11/10/2015
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/05/2026
Last transaction
01/27/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
05/02/2015
First use in commerce
05/02/2015
Drawing code
4
Owner type
16
Owner location
St. Petersburg, FL
Examiner
REINHART, MEGHAN M
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Dynasty Financial Partners, LLC
Dynasty Financial Partners, LLC
Representatives
B. Anna McCoy McCoy Russell LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial and investment servicesfinancial portfolio management servicesinvestment advisory servicesfinancial planning servicesinvestment management services
Publications
History of USPTO decisions and trademark events.
34 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
01/05/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
01/05/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/05/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
09/25/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
11/10/2024
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
03/10/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/10/2021
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
03/10/2021
PRAN
POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED
03/10/2021
PR23
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
02/24/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/24/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/04/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/04/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/04/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/04/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/04/2020
E815
TEAS SECTION 8 & 15 RECEIVED
11/18/2020
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/10/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/18/2017
R.PR
REGISTERED-PRINCIPAL REGISTER
11/10/2015
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
10/08/2015
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
10/07/2015
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/23/2015
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
09/22/2015
IUAF
USE AMENDMENT FILED
09/11/2015
EISU
TEAS STATEMENT OF USE RECEIVED
09/11/2015
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
03/31/2015
PUBO
PUBLISHED FOR OPPOSITION
02/03/2015
NPUB
NOTICE OF PUBLICATION
01/14/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/22/2014
DOCK
ASSIGNED TO EXAMINER
12/13/2014
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/12/2014
NWAP
NEW APPLICATION ENTERED
09/05/2014
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