DYNAMIC PORTFOLIO Trademark
Trademark Overview
On Friday, September 5, 2025, a trademark application was filed for DYNAMIC PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the DYNAMIC PORTFOLIO trademark a serial number of 99377222. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, September 5, 2025. This trademark is owned by EVERGREEN WEALTH CORPORATION. The DYNAMIC PORTFOLIO trademark is filed in the Insurance & Financial Services category with the following description:
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.
General Information
| Serial Number | 99377222 |
| Word Mark | DYNAMIC PORTFOLIO |
| Filing Date | Friday, September 5, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, September 5, 2025 |
| 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 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. |
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, September 5, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, July 29, 2025 |
| First Use In Commerce Date | Tuesday, July 29, 2025 |
Trademark Owner History
| Party Name | EVERGREEN WEALTH CORPORATION |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Miami, FL 33139 |
Trademark Events
| Event Date | Event Description |
| Friday, September 5, 2025 | NEW APPLICATION ENTERED |
| Friday, September 5, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, September 5, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
