DYNASTY INSTITUTE FOR ADAPTIVE LEADERSHIP
Summary of public USPTO data
- Owner
- Dynasty Financial Partners, LLC
- Status
- Live/Registered
- Serial number
- 98369356
- Registration number
- 8471216
- Filing date
- 2024-01-22
- Registration date
- 2026-09-29
- International classes
- 35, 41
Goods and services
Class 35
- Business management consulting and advisory services
- Business strategic planning services
- Business management services within the financial services industry
- Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization
- Business consultation in the field of business leadership development and business management
- Advisory and consulting services relating to business management and business operations
- Development and operation of financial business, investment business and business advisory services for Registered Investment Advisors and Registered Investment Advisor businesses, namely, business development, operations and advisory services
- Provision of business services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, business development, operations and advisory services
- Business collaboration services, namely, providing business management advice to businesses within the financial services industry
- Market research and analysis services, namely, providing market research and analysis to inform business strategy and decision-making in the wealth management sector
- Financial performance benchmarking, namely, offering analyzing and compiling data for measuring the performance of financial markets within the wealth management industry
- Brand strategy and marketing development services, namely, assisting businesses in developing their brand awareness in the financial sector
- Risk management consulting, namely, providing advice on managing business risks, particularly in finance and investment
- Business consulting services relating to the integration of technology in business operations, especially fintech solutions
- Succession planning for financial businesses, namely, consulting services focusing on leadership and business continuity planning in the wealth management sector
Class 41
- Training services in the field of wealth management
- Professional coaching services in the field of wealth management
- Training and professional coaching services related to the growth of businesses in the wealth management industry
- Business education and training services, namely, developing and facilitating customized leadership and executive development programs, providing executive coaching services, and providing business education programs
- Training courses in strategic planning relating to business growth and success
- Business training consultancy services
- Educational services, namely, providing classes, seminars, and workshops in the field of business management
- Providing business training consultancy services to wealth management firms
- Business management training services in relation to leadership, innovation, customer experience, and management strategy
- Online educational services, namely, offering online courses, webinars, and virtual workshops in business management and wealth management
- Certification programs, namely, providing certification programs for training in the field of various aspects of wealth management and business leadership
- Financial literacy education, namely, courses or training services aimed at improving financial literacy among professionals in the sector
- Leadership retreats and executive seminars, namely, organizing and conducting educational retreats and seminars for high-level executives in wealth management
- Mentorship and internship programs, namely, establishing mentorship and internship programs in business leadership and wealth management
- Cultural competency training, namely, training in cultural competency and diversity for businesses and leaders in the financial sector