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Official data from USPTO

SYNTHETIC SCALE

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

SYNTHETIC SCALE

ST13

US500000098171915

Class

35, 36

Filing

98171915

Registration

7636246

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

24

Latest update

12/31/2024

Trademark type

Word

Nice classes

35, 36

Filing date

09/08/2023

Registration date

12/31/2024

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/31/2024

Last transaction

12/31/2024

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Supplemental Register

Filing basis

Intent to use

First use anywhere

05/24/2024

First use in commerce

05/24/2024

Drawing code

4

Owner type

16

Owner location

St. Petersburg, FL

Examiner

WELLS, KELLEY L

Law office

M90

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Dynasty Financial Partners, LLC

Representatives

B. Anna McCoy

Technical classification

Nice Classes

Class 35Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Development and operation of financial businessinvestment business and business advisory services for Registered Investment Advisors and Registered Investment Advisor businessesbusiness management assistance in the establishment and operation of financial advisory firms; Provision of business services to support Registered Investment Advisors and Registered Investment Advisor businessesconsultingadvisorydevelopmentoperationstrategic planning services related to business management and business operations

Class 36

Development and operation of financialinvestment and financial and investment advisory services for Registered Investment Advisors and Registered Investment Advisor businessesfinancial portfolio management servicesfinancial planning services and investment management services; Provision of financial services to support Registered Investment Advisors and Registered Investment Advisor businessesfinancial portfolio management servicesfinancial planning services and investment management services

Publications

History of USPTO decisions and trademark events.

24 publications found

NRCS

NOTICE OF REGISTRATION CONFIRMATION EMAILED

12/31/2024

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

12/31/2024

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

12/03/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

11/05/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

11/05/2024

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

11/05/2024

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

08/10/2024

GNFR

FINAL REFUSAL E-MAILED

08/10/2024

CNFR

FINAL REFUSAL WRITTEN

08/10/2024

IUAA

USE AMENDMENT ACCEPTED

07/25/2024

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

06/13/2024

IUAF

USE AMENDMENT FILED

06/13/2024

EAAU

TEAS AMENDMENT OF USE RECEIVED

06/13/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

06/11/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/11/2024

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

06/11/2024

XELG

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

03/07/2024

XELR

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

03/07/2024

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

12/11/2023

GNRT

NON-FINAL ACTION E-MAILED

12/11/2023

CNRT

NON-FINAL ACTION WRITTEN

12/11/2023

DOCK

ASSIGNED TO EXAMINER

12/09/2023

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

10/01/2023

NWAP

NEW APPLICATION ENTERED

09/12/2023

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