DYNASTY

Live / Applied — New application — not yet assigned to an examiner (as of 19 Jan 2026)

What this means for you

Not registered yet, but its 19 Jan 2026 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
99602632
Mark type
Stylized text
Filed
19 Jan 2026
Attorney of record
CHARLES WALLACE

Goods and services

  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management for individuals and families; Platform as a service (PAAS) featuring computer software platforms for providing users with access to financial information, connecting users with financial advisers, wealth managers, and asset managers, enabling users to obtain financial advice, and providing access to financial data and analytics

Owner

Prosecution history

  • 19 Jan 2026 — APPLICATION FILING RECEIPT MAILED
  • 19 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 19 Jan 2026 — NEW APPLICATION ENTERED

View this trademark record on Marksy