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DYNASTY

99602632 | Trademark citeCite Docket

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Filed Jan. 19, 2026
Serial No. 99602632
Examining Attorney MATTHEW J MCDOWELL
Class Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management for individuals and families; Platform as a service (PAAS) featuring computer software platforms for providing users with access to financial information, connecting users with financial advisers, wealth managers, and asset managers, enabling users to obtain financial advice, and providing access to financial data and analytics; 100; 101
DYNASTY
Case Type Service mark
Status Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 1 day, 3 hours ago
Filing Date # Docket Text
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