Word

DYNASTY DIAL

Status

Pending

Status Code

630

Status Date

Monday, January 22, 2024

Serial Number

98369541

Mark Type

4

Filing Date

Monday, January 22, 2024

Trademark Owner History

Dynasty Financial Partners, LLC

Classifications

41 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, 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

35 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 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

Trademark Events

Jan 22, 2024

New Application Entered

May 22, 2024

New Application Office Supplied Data Entered