DYNAMIC PORTFOLIO holds 2 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance) with 2 filings. The WikiTrademarks Expansion Score is 4/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed July 3, 2026
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Filing Velocity (24 Months)
Filing Activity by NICE Class
Nice Class Distribution
Activity Timeline
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 99377222 | DYNAMIC PORTFOLIO | Sep 05, 2025 | Registered | 036 Insurance & Finance | EVERGREEN WEALTH CORPORATION |
| 73447858 | DYNAMIC PORTFOLIO | Oct 13, 1983 | Registered | 036 Insurance & Finance | RICHARDSON MANN CORPORATION AUSTRALIA PTY. LTD. |
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FAQ: DYNAMIC PORTFOLIO trademark portfolio
What trademarks does DYNAMIC PORTFOLIO hold?
DYNAMIC PORTFOLIO holds 2 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance). The most recent filings are registered to EVERGREEN WEALTH CORPORATION.
How many trademarks does DYNAMIC PORTFOLIO have at the USPTO?
WikiTrademarks tracks 2 USPTO trademark filings attributed to DYNAMIC PORTFOLIO. The brand has been actively filing since October 1983. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does DYNAMIC PORTFOLIO file most often?
DYNAMIC PORTFOLIO's most active class is NICE Class 36 (Insurance & Finance), with 2 filings. The full distribution across all 0 classes is shown in the Nice Class Distribution panel on this page.
Who owns the DYNAMIC PORTFOLIO trademark?
The most recent filings under the DYNAMIC PORTFOLIO mark are registered to EVERGREEN WEALTH CORPORATION. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is DYNAMIC PORTFOLIO expanding into new categories?
The current WikiTrademarks Expansion Score for DYNAMIC PORTFOLIO is 4 out of 100, which is low — the brand is focused on defending its existing categories rather than expanding. The score combines NICE class breadth, filing velocity, and the rate of cross-class movement from the brand's filing history.
How can I track new DYNAMIC PORTFOLIO trademark filings?
Click the Watch Brand button at the top of this page to add DYNAMIC PORTFOLIO to your Watchlist. New filings show up on your WikiTrademarks dashboard within 24 to 48 hours of being public, alongside any class expansions, status changes, or assignment events.
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