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SECURITIES INVESTMENT PYRAMID

99824302 | Trademark

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Filed May 14, 2026
Serial No. 99824302
Examining Attorney null
Class Investment fund management services; Real estate investment trust management services; Family office services in the nature of investment management; Investment services, namely, asset acquisition, consultation, development and management services; Family office investment management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment management services in the field of acquiring joint ventures; Financial asset management; Financial planning and investment advisory services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 100; 101; 102
SECURITIES INVESTMENT PYRAMID
Case Type Service mark
Status A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 6 days, 2 hours ago
Filing Date # Docket Text