INVESTMENT SILOS

Live / Applied — Non-final action mailed (as of 14 Jan 2026)

What this means for you

Not registered yet, but its 05 Aug 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99320246
Mark type
Stylized text
Filed
05 Aug 2025
Attorney of record
Emiah Youman

Goods and services

  • Class 036 — Insurance and financial services: Financial risk management consultation; Financial consultancy; Financial advisory and consultancy services; Financial advice and consultancy services; Financial analysis and consultation
  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for organizing portfolio elements

Owner

Prosecution history

  • 14 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 14 Jan 2026 — NON-FINAL ACTION E-MAILED
  • 14 Jan 2026 — NON-FINAL ACTION WRITTEN
  • 18 Dec 2025 — ASSIGNED TO EXAMINER
  • 12 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 05 Aug 2025 — APPLICATION FILING RECEIPT MAILED
  • 05 Aug 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy