TRIANGULATION OF ADVICE
Live / Registered — Registered and renewed (as of 05 Jan 2026)
What this means for you
Registered since 10 Nov 2015. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 10 Nov 2025).
Record
- Serial number
- 86383458
- Registration number
- 4852319
- Mark type
- Stylized text
- Filed
- 02 Sept 2014
- Published for opposition
- 03 Feb 2015
- Registered
- 10 Nov 2015
- Next maintenance due
- 10 Nov 2025
- Attorney of record
- B. Anna McCoy
Goods and services
- Class 036 — Insurance and financial services: Financial and investment services, namely, financial portfolio management services, investment advisory services, financial planning services, and investment management services
Owner
- Dynasty Financial Partners, LLC, St. Petersburg, FL, US
- Dynasty Financial Partners, LLC, New York, NY, US
- Dynasty Financial Partners, LLC, New York, NY, US
Prosecution history
- 05 Jan 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 05 Jan 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 05 Jan 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 05 Jan 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 25 Sept 2025 — TEAS SECTION 8 & 9 RECEIVED
- 10 Nov 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 10 Mar 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 10 Mar 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 10 Mar 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 10 Mar 2021 — POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED
- 24 Feb 2021 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
- 24 Feb 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 04 Dec 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 04 Dec 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 04 Dec 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED