DYNAMIC PORTFOLIO
Live / Applied — Non-final action mailed (as of 26 Jan 2026)
What this means for you
Not registered yet, but its 05 Sept 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99377222
- Mark type
- Stylized text
- Filed
- 05 Sept 2025
- Attorney of record
- Jennifer Couture
Goods and services
- Class 036 — Insurance and financial services: Investment management services for others, namely, creating investment vehicles, financially managing and financially administering investment assets; Financial and investment products and services, namely, products and services provided through secure online and mobile platforms that design, implement, and manage customized client financial and investment accounts composed of individual securities; Providing financial information and data analytics for facilitating the management of investment assets.
Owner
- EVERGREEN WEALTH CORPORATION, Miami, FL, US
Prosecution history
- 26 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 26 Jan 2026 — NON-FINAL ACTION E-MAILED
- 26 Jan 2026 — NON-FINAL ACTION WRITTEN
- 21 Jan 2026 — ASSIGNED TO EXAMINER
- 05 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 05 Sept 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 05 Sept 2025 — NEW APPLICATION ENTERED