BETA WEALTH GROUP
Live / Allowed — Publication / registration review complete (as of 01 Apr 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 15 Jan 2026 filing date already counts against anyone who files later.
Record
- Serial number
- 99596485
- Mark type
- Stylized text
- Filed
- 15 Jan 2026
- Published for opposition
- 21 Apr 2026
- Attorney of record
- Gregory J. Borman
Goods and services
- Class 036 — Insurance and financial services: Financial planning, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services
Owner
- BETA WEALTH GROUP, INC., San Diego, CA, US
Prior registrations
Prosecution history
- 25 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 25 Mar 2026 — EXAMINER'S AMENDMENT ENTERED
- 25 Mar 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 25 Mar 2026 — EXAMINERS AMENDMENT E-MAILED
- 25 Mar 2026 — EXAMINERS AMENDMENT -WRITTEN
- 24 Feb 2026 — ASSIGNED TO EXAMINER
- 15 Jan 2026 — APPLICATION FILING RECEIPT MAILED
- 15 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 15 Jan 2026 — NEW APPLICATION ENTERED