MONTGOMERY SECURITIES
LIVE

Serial Number

99618492

Owner

Montgomery Securities

First Use Date

Jul 9, 2019

Filing Date

Jan 27, 2026

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MONTGOMERY SECURITIES Trademark

Serial Number: 99618492

MONTGOMERY SECURITIES is a trademark filed by Montgomery Securities on January 27, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Montgomery Securities

455 Market Street, Suite 1940
San Francisco, CA 94105

Entity Type: 16

Trademark Details

Filing Date

January 27, 2026

Registration Date

Not Registered

First Use Anywhere

July 9, 2019

First Use in Commerce

July 9, 2019

Goods & Services

Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Securities brokerage; Securities lending; Securities trade execution services; Securities trading and investing services for others via the internet; Securities underwriting; Automated securities brokerage; Broker-dealer financial services in the field of securities, stocks, bonds and funds; Brokerage of shares and other securities; Brokerage services in the field of securities and commodities investing; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment management in the field of securities, stocks, bonds, and funds; Financial investment management services, namely, administering the issuance, underwriting and distribution of securities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, the trading of financial instruments, securities, shares, options and other derivative products; Management of securities portfolios; Management of portfolios of transferable securities; Merchant banking and investment banking services; On-line discount securities brokerage services; 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; Trading in securities; Transfer agency services rendered to issuers of investment securities; Venture capital services, namely, private placements of private equity funds and securities for others.

Filing History

TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 3, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 2, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 2, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 1, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jun 1, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jun 1, 2026 CNRT
ASSIGNED TO EXAMINER
May 26, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 19, 2026 NWOS
TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
Jan 27, 2026 TAEA
TEAS VOLUNTARY AMENDMENT RECEIVED
Jan 27, 2026 PARI
APPLICATION FILING RECEIPT MAILED
Jan 27, 2026 MAFR
NEW APPLICATION ENTERED
Jan 27, 2026 NWAP