USPTO serial 99143163
INDEPENDENT MINDS
Reviewed by CopyMark Law Group
Status 730Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- CHONG, JESSICA EUNKYO
- Law office
- TMEG LAW OFFICE 105
What this means
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
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Owner
Dynasty Financial Partners, LLC
St. Petersburg, FL, US
Dynasty Financial Partners, LLC
St. Petersburg, FL, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
B. Anna McCoy
B. Anna McCoy McCoy Russell LLP1410 NW Johnson StreetSuite 201Portland, OR 97209Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Offering business management assistance for others in the establishment and operation of financial advisory firms; Business management assistance in the establishment and business operation of financial advisory firms for registered investment advisors and investment businesses, namely, providing business development and operation of financial businesses, investment businesses and business advisory services; Provision of business assistance services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, business consulting, advisory, development, operation, and strategic planning services related to business management and business operations | ACTIVE | — |
| 036 | Financial and investment services, namely, financial portfolio management services, financial planning services, investment management services; Investment advisory services, namely, investment advisory services from a Registered Investment Advisor (RIA) services; Development and operation of financial, investment and financial and investment advisory services for Registered Investment Advisors and Registered Investment Advisor businesses, namely, financial portfolio management services, financial planning services and investment management services; Provision of financial services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, financial portfolio management services, financial planning services and investment management services | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 12, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 11, 2026 | EX1G | SOU EXTENSION 1 GRANTED | — |
| May 11, 2026 | EXT1 | SOU EXTENSION 1 FILED | — |
| May 11, 2026 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jan 6, 2026 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Nov 11, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 11, 2025 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Nov 5, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 9, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 8, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 29, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 29, 2025 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Sep 15, 2025 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Sep 15, 2025 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Sep 15, 2025 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Sep 10, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 17, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Apr 17, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 17, 2025 | NWAP | NEW APPLICATION ENTERED | — |