DYNAMIC WEALTH MANAGEMENT Trademark

Trademark Overview


On Tuesday, July 5, 2022, a trademark application was filed for DYNAMIC WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the DYNAMIC WEALTH MANAGEMENT trademark a serial number of 97489051. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Monday, August 7, 2023. This trademark is owned by Trinity Legacy Partners LLC. The DYNAMIC WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial planning and investment advisory services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial services, namely, wealth management services
dynamic wealth management

General Information


Serial Number97489051
Word MarkDYNAMIC WEALTH MANAGEMENT
Filing DateTuesday, July 5, 2022
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateMonday, August 7, 2023
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial planning and investment advisory services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial services, namely, wealth management services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, July 25, 2022
Primary Code036
First Use Anywhere DateTuesday, November 1, 2011
First Use In Commerce DateTuesday, November 1, 2011

Trademark Owner History


Party NameTrinity Legacy Partners LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHouston, TX 77046

Trademark Events


Event DateEvent Description
Monday, August 7, 2023ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Monday, August 7, 2023ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Monday, August 7, 2023ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Friday, April 21, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, April 21, 2023NON-FINAL ACTION E-MAILED
Friday, April 21, 2023NON-FINAL ACTION WRITTEN
Wednesday, April 19, 2023ASSIGNED TO EXAMINER
Monday, July 25, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, July 8, 2022NEW APPLICATION ENTERED