DFP DYNASTY FINANCIAL PARTNERS
Filed: February 8, 2011
Financial and investment services, namely, financial portfolio management services, investment advisory services, financial…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 85237201
DYNASTY FINANCIAL PARTNERS
Filed: April 24, 2012
Financial and investment services, namely, financial portfolio management services, investment advisory services, financial…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 85606497
TRIANGULATION OF ADVICE
Filed: September 2, 2014
Financial and investment services, namely, financial portfolio management services, investment advisory services, financial…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 86383458
DFP
Filed: May 12, 2017
Financial and investment services, namely, financial portfolio management services, financial planning services, investment…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 87448436
POWERING INDEPENDENCE
Filed: March 15, 2019
Financial and investment services, namely, financial portfolio management services, financial planning services, investment…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 88342270
SUPPORTED INDEPENDENCE
Filed: May 29, 2019
Financial and investment services, namely, financial portfolio management services, financial planning services, investment…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 88451364
DYNASTY REVENUE PARTICIPATION NOTE
Filed: June 28, 2019
Arranging of loans; Financing and loan services; Financing of loans; Providing a forgivable loan program
Owned by: Dynasty Financial Partners, LLC
Serial Number: 88493872
DYNASTY FREEDOM NOTE
Filed: June 28, 2019
Arranging of loans; Financing and loan services; Financing of loans; Providing a forgivable loan program
Owned by: Dynasty Financial Partners, LLC
Serial Number: 88493932
DYNASTY: ADVISOR TO CEO
Filed: December 2, 2019
Financial and investment services, namely, financial portfolio management services, financial planning services, investment…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 88712256
ADVISOR TO CEO
Filed: April 20, 2021
(Based on Intent to Use) Financial and investment services, namely, financial portfolio management services, financial planning…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 90659103
POWERED BY DYNASTY
Filed: August 3, 2021
Financial services, namely, investment fund transfer and transaction services, investment security services; wealth management…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 90863358
INDEPENDENCE STREET
Filed: September 16, 2021
Financial and financial investment services, namely, financial investment brokerage; financial portfolio management services…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 97031694
UNLOCK YOUR INDEPENDENCE
Filed: November 22, 2021
Financial and financial investment services, namely, financial investment brokerage; financial portfolio management services…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 97137548
UNLOCK INDEPENDENCE
Filed: May 24, 2022
Offering business management assistance for others in the establishment and operation of financial advisory firms
Owned by: Dynasty Financial Partners, LLC
Serial Number: 97426521
UNLOCK FULL INDEPENDENCE
Filed: May 25, 2022
Offering business management assistance for others in the establishment and operation of financial advisory firms
Owned by: Dynasty Financial Partners, LLC
Serial Number: 97427745
DFP DYNASTY FINANCIAL PARTNERS
Filed: October 14, 2022
Financial and investment services, namely, financial portfolio management services, financial planning services, investment…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 97632840
DFP
Filed: October 14, 2022
Financial and investment services, namely, financial portfolio management services, financial planning services, investment…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 97632848
INDEPENDENT BUT NOT ALONE
Filed: February 15, 2023
Financial and investment services, namely, financial portfolio management services, financial planning services, and financial…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 97796691
DYNASTY CONNECT
Filed: March 13, 2023
Providing services to connect individuals with financial advisors in the field of financial wealth management
Owned by: Dynasty Financial Partners, LLC
Serial Number: 97836692
DYNASTY PROTECT
Filed: March 22, 2023
Software as a service (SAAS) featuring software for accessing, reading, and tracking financial information for financial…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 97851700
DYNASTY RIA FUND, LLC
Filed: August 14, 2023
Financial services, namely, investment fund transfer and transaction services; investment fund management services; management…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 98131867
THE ERA OF INDEPENDENCE
Filed: September 8, 2023
Development and operation of financial business, investment business and business advisory services for Registered Investment…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 98171910
SYNTHETIC SCALE
Filed: September 8, 2023
Development and operation of financial, investment and business advisory services for financial investment advisory companies…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 98171915
DYNASTY INSTITUTE FOR ADAPTIVE LEADERSHIP
Filed: January 22, 2024
Business management consulting and advisory services; Business strategic planning services; Business management services…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 98369356
DYNASTY DIAL
Filed: January 22, 2024
Business management consulting and advisory services; Business strategic planning services; Business management services…
Owned by: Dynasty Financial Partners, LLC
Serial Number: 98369541
