MONTGOMERY SECURITIES Trademark

Trademark Overview


On Sunday, July 30, 2017, a trademark application was filed for MONTGOMERY SECURITIES with the United States Patent and Trademark Office. The USPTO has given the MONTGOMERY SECURITIES trademark a serial number of 87548403. The federal status of this trademark filing is REGISTERED as of Tuesday, July 9, 2019. The MONTGOMERY SECURITIES trademark is filed in the Insurance & Financial Services category with the following description:

Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Securities arbitrage services; Securities brokerage; Securities deposit services; Securities exchange price quotations; Securities lending; Securities trade execution services; Securities trading and investing services for others via the internet; Securities trading services for others via the Internet and the global information network; Securities underwriting; Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; Agencies in the field of bonds and other securities; Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Automated securities brokerage; Broker-dealer financial services in the field of securities, stocks, bonds and funds; Brokerage for securities liquidation; Brokerage of shares and other ...
montgomery securities

General Information


Serial Number87548403
Word MarkMONTGOMERY SECURITIES
Filing DateSunday, July 30, 2017
Status700 - REGISTERED
Status DateTuesday, July 9, 2019
Registration Number5801030
Registration DateTuesday, July 9, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 10, 2018

Trademark Statements


Goods and ServicesInvestment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Securities arbitrage services; Securities brokerage; Securities deposit services; Securities exchange price quotations; Securities lending; Securities trade execution services; Securities trading and investing services for others via the internet; Securities trading services for others via the Internet and the global information network; Securities underwriting; Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; Agencies in the field of bonds and other securities; Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Automated securities brokerage; Broker-dealer financial services in the field of securities, stocks, bonds and funds; Brokerage for securities liquidation; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services in the field of securities and commodities investing; Financial securities exchange services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial investment in the field of securities, stocks, bonds, and funds; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, conducting a securities and derivatives exchange; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Management of securities portfolios; Management of portfolios comprising securities; Management of portfolios of transferable securities; Merchant banking and investment banking services; Mortgaging of securities for others; On-line discount securities brokerage services; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing an on-line computer database in the field of stock/securities market information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing stock/securities market information; Provision of a financial exchange for the trading of securities, shares and options and other derivative products; Trading in securities; Trading of securities index futures; Trading of securities options; Trading of overseas market securities futures; Transfer agency services rendered to issuers of investment securities
NOT AVAILABLE"SECURITIES"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, August 3, 2017
Primary Code036
First Use Anywhere DateMonday, October 1, 2018
First Use In Commerce DateMonday, October 1, 2018

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressAlbany, CA 94706

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressAlbany, CA 94706

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressAlbany, CA 94706

Trademark Events


Event DateEvent Description
Thursday, November 2, 2017NON-FINAL ACTION WRITTEN
Wednesday, August 2, 2017NEW APPLICATION ENTERED
Thursday, August 3, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, October 31, 2017ASSIGNED TO EXAMINER
Thursday, November 2, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, November 2, 2017NON-FINAL ACTION E-MAILED
Sunday, February 25, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, February 25, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 1, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sunday, February 25, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, February 26, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, March 1, 2018EXAMINERS AMENDMENT -WRITTEN
Thursday, March 1, 2018EXAMINERS AMENDMENT E-MAILED
Thursday, March 1, 2018ASSIGNED TO LIE
Thursday, March 1, 2018EXAMINER'S AMENDMENT ENTERED
Sunday, December 2, 2018SOU EXTENSION 1 GRANTED
Monday, March 5, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 21, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 10, 2018PUBLISHED FOR OPPOSITION
Tuesday, April 10, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 5, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, August 10, 2018ASSIGNED TO EXAMINER
Sunday, December 2, 2018SOU TEAS EXTENSION RECEIVED
Sunday, December 2, 2018SOU EXTENSION 1 FILED
Sunday, May 19, 2019TEAS STATEMENT OF USE RECEIVED
Saturday, June 1, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, June 6, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, July 9, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, July 9, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, June 5, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, December 4, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Sunday, May 19, 2019USE AMENDMENT FILED
Monday, June 3, 2019STATEMENT OF USE PROCESSING COMPLETE