B BEACON OAK WEALTH MANAGEMENT Trademark

Trademark Overview


On Tuesday, April 7, 2026, a trademark application was filed for B BEACON OAK WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the B BEACON OAK WEALTH MANAGEMENT trademark a serial number of 99748733. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, April 7, 2026. This trademark is owned by OneFuture, LLC. The B BEACON OAK WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

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; In...
b beacon oak wealth management

General Information


Serial Number99748733
Word MarkB BEACON OAK WEALTH MANAGEMENT
Filing DateTuesday, April 7, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, April 7, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Description of MarkThe mark consists of a stylized letter “B” design incorporating a lighthouse within the vertical stroke of the letter. To the left of the lighthouse is a sun. To the right of the design appears the wording “BEACON OAK” in stylized lettering, with the wording “WEALTH MANAGEMENT” appearing beneath it in smaller stylized lettering.
Goods and ServicesFinancial 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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, April 7, 2026
Primary Code036
First Use Anywhere DateWednesday, March 25, 2026
First Use In Commerce DateWednesday, March 25, 2026

Trademark Owner History


Party NameOneFuture, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMarton, NJ 08053
US

Trademark Events


Event DateEvent Description
Tuesday, April 7, 2026NEW APPLICATION ENTERED
Tuesday, April 7, 2026APPLICATION FILING RECEIPT MAILED