DYNAMIC ADVISORY FEE Trademark
Trademark Overview
On Friday, July 17, 2026, a trademark application was filed for DYNAMIC ADVISORY FEE with the United States Patent and Trademark Office. The USPTO has given the DYNAMIC ADVISORY FEE trademark a serial number of 99947159. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, July 17, 2026. This trademark is owned by Vaultis Private Wealth ltd.. The DYNAMIC ADVISORY FEE trademark is filed in the Insurance & Financial Services category with the following description:
Investment advisory services; Financial planning; Estate planning; Financial planning and investment advisory services
General Information
| Serial Number | 99947159 |
| Word Mark | DYNAMIC ADVISORY FEE |
| Filing Date | Friday, July 17, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, July 17, 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 | Investment advisory services; Financial planning; Estate planning; 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, July 17, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 1, 2025 |
| First Use In Commerce Date | Wednesday, January 1, 2025 |
Trademark Owner History
| Party Name | Vaultis Private Wealth ltd. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cincinnati, OH 45227
US |
Trademark Events
| Event Date | Event Description |
| Friday, July 17, 2026 | NEW APPLICATION ENTERED |
| Friday, July 17, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, July 17, 2026 | APPLICATION FILING RECEIPT MAILED |
