DYNAMIC PORTFOLIO - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
99377222
Word Mark
DYNAMIC PORTFOLIO
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2025-09-05
Filing Date
2025-09-05
Mark Drawing
4 - Standard character mark
Attorney Name
Statements
Goods and Services
Investment management services for others, namely, creating investment vehicles, financially managing and financially administering investment assets; Financial and investment products and services, namely, products and services provided through secure online and mobile platforms that design, implement, and manage customized client financial and investment accounts composed of individual securities; Providing financial information and data analytics for facilitating the management of investment assets.
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2025-09-05
Primary Code
036
First Use Anywhere Date
2025-07-29
First Use In Commerce Date
2025-07-29
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Jennifer Couture Law Office of Jennifer L Couture, LLC
Address
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Trademark Events
| Event Date | Event Description |
| 2025-09-05 | NEW APPLICATION ENTERED |
| 2025-09-05 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 2025-09-05 | APPLICATION FILING RECEIPT MAILED |
