SECURITIES INVESTMENT PYRAMID Trademark

Trademark Overview


On Thursday, May 14, 2026, a trademark application was filed for SECURITIES INVESTMENT PYRAMID with the United States Patent and Trademark Office. The USPTO has given the SECURITIES INVESTMENT PYRAMID trademark a serial number of 99824302. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, May 14, 2026. The SECURITIES INVESTMENT PYRAMID trademark is filed in the Insurance & Financial Services category with the following description:

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
securities investment pyramid

General Information


Serial Number99824302
Word MarkSECURITIES INVESTMENT PYRAMID
Filing DateThursday, May 14, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, May 14, 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 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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, May 14, 2026
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressSan Francisco, CA 94111
US

Trademark Events


Event DateEvent Description
Thursday, May 14, 2026NEW APPLICATION ENTERED
Thursday, May 14, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, May 14, 2026APPLICATION FILING RECEIPT MAILED