| Serial Number | 98369541 |
| Word Mark | DYNASTY DIAL |
| Filing Date | Monday, January 22, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, December 17, 2024 |
| 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 | Tuesday, December 17, 2024 |
| Goods and Services | Training services in the field of wealth management; Professional coaching services in the field of wealth management; Training and professional coaching services related to the growth of businesses in the wealth management industry; 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 business training 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 for training in the field of 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 Services | 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 business management 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 analyzing and compiling data for measuring the performance of financial markets within the wealth management industry; Brand strategy and marketing development services, namely, assisting businesses in developing their brand awareness in the financial sector; Risk management consulting, namely, providing advice on managing business risks, particularly in finance and investment; Business consulting services relating to 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 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 22, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 22, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Dynasty Financial Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | St. Petersburg, FL 33701 |
| Party Name | Dynasty Financial Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | St. Petersburg, FL 33701 |
| Event Date | Event Description |
| Monday, January 22, 2024 | NEW APPLICATION ENTERED |
| Wednesday, May 22, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 16, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, August 20, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, November 20, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, November 20, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, November 20, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, November 22, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 11, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 17, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 17, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 20, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 20, 2024 | NON-FINAL ACTION WRITTEN |