DYNASTY DIAL Trademark

Trademark Overview

On Monday, January 22, 2024, a trademark application was filed for DYNASTY DIAL with the United States Patent and Trademark Office. The USPTO has given the DYNASTY DIAL trademark a serial number of 98369541. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, August 20, 2024. This trademark is owned by Dynasty Financial Partners, LLC. The DYNASTY DIAL trademark is filed in the Advertising, Business and Retail Services and Education & Entertainment Services categories with the following description:

Training services in the wealth management sector; Coaching services in the wealth management sector; Training and coaching services related to the growth of businesses in the wealth management sector; Business education and training services, namely, developing and facilitating customized leadership and executive development programs, providing executive coaching services, and providing business education programs; Training courses in strategic planning relating to business growth and success; Business training consultancy services; Educational services, namely, providing classes, seminars, and workshops in the field of business management; Providing consultancy services to wealth management firms; Business management training services in relation to leadership, innovation, customer experience, and management strategy; Online educational services, namely, offering online courses, webinars, and virtual workshops in business management and wealth management; Certification programs, name...

Business management consulting and advisory services; Business strategic planning services; Business management services within the financial services industry; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business consultation in the field of business leadership development and business management; Advisory and consulting services relating to business management and business operations; Development and operation of financial business, investment business and business advisory services for Registered Investment Advisors and Registered Investment Advisor businesses, namely, business development, operations and advisory services; Provision of business services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, business development, operations and advisory services; Business collaboration services, namely, providing advice to businesses within ...
dynasty dial

General Information

Serial Number98369541
Word MarkDYNASTY DIAL
Filing DateMonday, January 22, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateTuesday, August 20, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesTraining services in the wealth management sector; Coaching services in the wealth management sector; Training and coaching services related to the growth of businesses in the wealth management sector; Business education and training services, namely, developing and facilitating customized leadership and executive development programs, providing executive coaching services, and providing business education programs; Training courses in strategic planning relating to business growth and success; Business training consultancy services; Educational services, namely, providing classes, seminars, and workshops in the field of business management; Providing consultancy services to wealth management firms; Business management training services in relation to leadership, innovation, customer experience, and management strategy; Online educational services, namely, offering online courses, webinars, and virtual workshops in business management and wealth management; Certification programs, namely, providing certification programs in various aspects of wealth management and business leadership; Financial literacy education, namely, courses or training services aimed at improving financial literacy among professionals in the sector; Leadership retreats and executive seminars, namely, organizing and conducting educational retreats and seminars for high-level executives in wealth management; Mentorship and internship programs, namely, establishing mentorship and internship programs in business leadership and wealth management; Cultural competency training, namely, training in cultural competency and diversity for businesses and leaders in the financial sector
Goods and ServicesBusiness management consulting and advisory services; Business strategic planning services; Business management services within the financial services industry; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business consultation in the field of business leadership development and business management; Advisory and consulting services relating to business management and business operations; Development and operation of financial business, investment business and business advisory services for Registered Investment Advisors and Registered Investment Advisor businesses, namely, business development, operations and advisory services; Provision of business services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, business development, operations and advisory services; Business collaboration services, namely, providing advice to businesses within the financial services industry; Market research and analysis services, namely, providing market research and analysis to inform business strategy and decision-making in the wealth management sector; Financial performance benchmarking, namely, offering benchmarking services for financial performance within the wealth management industry; Brand strategy and development services, namely, assisting businesses in developing their brand strategy in the financial sector; Risk management consulting, namely, providing advice on managing business risks, particularly in finance and investment; Technology integration consulting, namely, advising on the integration of technology in business operations, especially fintech solutions; Succession planning for financial businesses, namely, consulting services focusing on leadership and business continuity planning in the wealth management sector

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, January 22, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, January 22, 2024
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameDynasty Financial Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSt. Petersburg, FL 33701

Trademark Events

Event DateEvent Description
Monday, January 22, 2024NEW APPLICATION ENTERED
Wednesday, May 22, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, August 16, 2024ASSIGNED TO EXAMINER
Tuesday, August 20, 2024NON-FINAL ACTION WRITTEN
Tuesday, August 20, 2024NON-FINAL ACTION E-MAILED
Tuesday, August 20, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED

Related Keywords

dial dynasty business services management namely training advisory wealth providing development investment