REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
12/08/2025
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Official data from USPTO
DYNASTY: ADVISOR TO CEO
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
DYNASTY: ADVISOR TO CEO
ST13
US500000088712256Class
36, 42
Filing
88712256
Registration
6214597
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
25
Latest update
12/09/2025
Trademark type
Word
Nice classes
36, 42
Filing date
12/02/2019
Registration date
12/08/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/08/2020
Last transaction
12/09/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
11/25/2019
First use in commerce
11/25/2019
Drawing code
4
Owner type
16
Owner location
St. Petersburg, FL
Examiner
CORDOVA,RAUL
Law office
M50
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 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial and investment servicesfinancial portfolio management servicesfinancial planning servicesinvestment management services; Investment advisory servicesRegistered Investment Advisor (RIA) services; Providing an internet website portal in the field of financial and investment services and financial portfolio management
Class 42
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
Publications
History of USPTO decisions and trademark events.
25 publications found
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
04/23/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/23/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/23/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/23/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
04/23/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
12/08/2020
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
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/22/2020
PUBO
PUBLISHED FOR OPPOSITION
09/22/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
09/02/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/14/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/30/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/29/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/29/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/11/2020
GNRT
NON-FINAL ACTION E-MAILED
03/11/2020
CNRT
NON-FINAL ACTION WRITTEN
03/11/2020
DOCK
ASSIGNED TO EXAMINER
03/03/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/07/2019
NWAP
NEW APPLICATION ENTERED
12/05/2019
Continuous trademark protection
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