B BEACON OAK WEALTH MANAGEMENT
Live / Applied — Non-final action mailed (as of 17 Aug 2026)
What this means for you
Not registered yet, but its 07 Apr 2026 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
- 99748733
- Mark type
- Design + words
- Filed
- 07 Apr 2026
- Attorney of record
- David M. Tener
Goods and services
- Class 036 — Insurance and financial services: Financial advisory services; Investment advisory services; Financial consultation; Financial analysis; Financial portfolio management; Investment management; Financial research; Cash management; Financial risk management; Financial planning; Financial asset management; Providing on-line financial calculators; Providing financial information via a website; Providing stock market information; Providing stock/securities market information; Securities brokerage; Stock brokerage services; Mutual fund distribution; Mutual fund investment; Investment fund management services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Consumer lending services; Financial trust operations; Trust services, namely, investment and trust company services; Insurance services, namely, writing property and casualty insurance; Insurance brokerage; Investment management of and distribution of annuities; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Investment services, namely, asset acquisition, consultation, development and management services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
Owner
- OneFuture, LLC, Marton, NJ, US
Prosecution history
- 17 Aug 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 17 Aug 2026 — NON-FINAL ACTION E-MAILED
- 17 Aug 2026 — NON-FINAL ACTION WRITTEN
- 17 Aug 2026 — ASSIGNED TO EXAMINER
- 13 Aug 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 13 Aug 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 07 Apr 2026 — APPLICATION FILING RECEIPT MAILED
- 07 Apr 2026 — NEW APPLICATION ENTERED