DUNDEE FAMILY OFFICE Trademark
Trademark Overview
On Friday, March 27, 2026, a trademark application was filed for DUNDEE FAMILY OFFICE with the United States Patent and Trademark Office. The USPTO has given the DUNDEE FAMILY OFFICE trademark a serial number of 99729158. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, March 27, 2026. This trademark is owned by Keystone Financial Services LLC. The DUNDEE FAMILY OFFICE trademark is filed in the Insurance & Financial Services category with the following description:
Financial analysis; Financial advice; Financial consulting; Financial planning; Financial investment brokerage; Financial advisory services; Financial investment brokerage services; Financial portfolio analysis services; Financial wealth management services; Financial securities exchange services; Financial securities brokerage services; Financial analysis and research services; Financial information and advisory services; Financial advisory and consultancy services; Financial services, namely, wealth management services; Financial planning and investment advisory services
General Information
| Serial Number | 99729158 |
| Word Mark | DUNDEE FAMILY OFFICE |
| Filing Date | Friday, March 27, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, March 27, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial analysis; Financial advice; Financial consulting; Financial planning; Financial investment brokerage; Financial advisory services; Financial investment brokerage services; Financial portfolio analysis services; Financial wealth management services; Financial securities exchange services; Financial securities brokerage services; Financial analysis and research services; Financial information and advisory services; Financial advisory and consultancy services; Financial services, namely, wealth management services; Financial planning and investment advisory services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, March 27, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Keystone Financial Services LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Omaha, NE 68114
US |
Trademark Events
| Event Date | Event Description |
| Friday, March 27, 2026 | NEW APPLICATION ENTERED |
| Friday, March 27, 2026 | APPLICATION FILING RECEIPT MAILED |
