USPTO serial 99824302

SECURITIES INVESTMENT PYRAMID

Status 641Office Action

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The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.

Class	Description	Status	First use
036	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	ACTIVE	—

Date	Code	Event
Jul 30, 2026	GNRN	NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 30, 2026	GNRT	NON-FINAL ACTION E-MAILED
Jul 30, 2026	CNRT	NON-FINAL ACTION WRITTEN
Jul 22, 2026	DOCK	ASSIGNED TO EXAMINER
May 14, 2026	MAFR	APPLICATION FILING RECEIPT MAILED
May 14, 2026	NWOS	NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 14, 2026	NWAP	NEW APPLICATION ENTERED