MONTGOMERY SECURITIES Trademark

Trademark Overview


On Tuesday, January 27, 2026, 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 99618492. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, January 27, 2026. This trademark is owned by Montgomery Securities. 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 Number99618492
Word MarkMONTGOMERY SECURITIES
Filing DateTuesday, January 27, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, January 27, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

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.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, January 27, 2026
Primary Code036
First Use Anywhere DateTuesday, July 9, 2019
First Use In Commerce DateTuesday, July 9, 2019

Trademark Owner History


Party NameMontgomery Securities
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Francisco, CA 94105

Trademark Events


Event DateEvent Description
Tuesday, January 27, 2026NEW APPLICATION ENTERED
Tuesday, January 27, 2026APPLICATION FILING RECEIPT MAILED
Tuesday, January 27, 2026TEAS VOLUNTARY AMENDMENT RECEIVED
Tuesday, January 27, 2026TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED