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DYNASTY RIA FUND, LLC
Live/Pending
PUBLICATION/ISSUE REVIEW COMPLETE

on 06 Nov 2024

Last Applicant/ Owned by

200 Central Avenue

St. Petersburg

FL

33701

Serial Number

98131867 filed on 14th Aug 2023

Registration Number

N/A

Correspondent Address

B. Anna McCoy

B. Anna McCoy MCCOY RUSSELL LLP

SUITE 201

PORTLAND, OR 97209

United States

Filing Basis

1. intent to use current

2. filed as use application

Disclaimer

NO DATA

DYNASTY RIA FUND, LLC

Development and operation of financial business, investment business and business advisory services for Registered Investment Advisors and Registered Investment Advisor businesses, namely, business management assistance in the establishment and operation of financial advisory firms; Provision of business services to support Registered Investment Advisors and Registered Investment Advisor businesse Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial services, namely, investment fund transfer and transaction services; investment fund management services; Management of a capital investment fund; Management of private equity funds; Investment advisory 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; Providing investment advisory services to Registered Investment Advisors and Registered Investment Advisor businesses; Investment advisory services provided to Registered Investment Advisors (RIA) and Registered Investment Advisor (RIA) businesses in regard to the development and operation of financial investment businesses


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [035]
Advertising, Business & Retail Services


Development and operation of financial business, investment business and business advisory services for Registered Investment Advisors and Registered Investment Advisor businesses, namely, business management assistance in the establishment and operation of financial advisory firms; Provision of business services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, consulting, advisory, development, operation, and strategic planning services related to business management and business operations


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98131867

Mark Type

No Service Mark

Attorney Docket Number

No DFP23412US

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
20th Nov 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
31st Oct 2024APPROVED FOR PUB - PRINCIPAL REGISTER
02th Oct 2024ASSIGNED TO LIE
02th Oct 2024TEAS/EMAIL CORRESPONDENCE ENTERED
02th Oct 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
10th Jun 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
11th Mar 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
11th Mar 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
10th Dec 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
10th Dec 2023NON-FINAL ACTION E-MAILED