BALBOA WEALTH PARTNERS
Live / Applied — Response to non-final action entered (as of 18 Feb 2026)
What this means for you
Not registered yet, but its 15 Sept 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
- 99393281
- Mark type
- Stylized text
- Filed
- 15 Sept 2025
- Attorney of record
- T. Morgan Cope, Jr.
Goods and services
- Class 036 — Insurance and financial services: Financial portfolio management; Financial services, namely, wealth management services; Financial management in the field of estate and succession planning; Financial administration of retirement plans; Financial planning for retirement; Providing information in the field of wealth management for professional financial advisors; Providing financial information services to individual inventors for wealth management; Providing financial information services to professional financial advisors to assist in the management of their clients assets and wealth; Financial advisory and consultancy services, namely, creating personalized strategies for asset management, retirement, and estate and succession planning; Financial advisory and consultancy services, namely, assisting professional financial advisors in the management of their clients assets and wealth
Owner
- Balboa Wealth Partners, Inc., Newport Beach, CA, US
Prosecution history
- 18 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 18 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 18 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 28 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 28 Jan 2026 — NON-FINAL ACTION E-MAILED
- 28 Jan 2026 — NON-FINAL ACTION WRITTEN
- 27 Jan 2026 — ASSIGNED TO EXAMINER
- 15 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 15 Sept 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 15 Sept 2025 — NEW APPLICATION ENTERED