B BETA ASSET MANAGEMENT BETA ASSET MANAGEMENT Trademark

Trademark Overview

On Monday, October 6, 2025, a trademark application was filed for B BETA ASSET MANAGEMENT BETA ASSET MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the B BETA ASSET MANAGEMENT BETA ASSET MANAGEMENT trademark a serial number of 99429520. The federal status of this trademark filing is REGISTERED as of Tuesday, June 9, 2026. This trademark is owned by BETA WEALTH GROUP, INC.. The B BETA ASSET MANAGEMENT BETA ASSET MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services
b beta asset management beta asset management

General Information

Serial Number99429520
Word MarkB BETA ASSET MANAGEMENT BETA ASSET MANAGEMENT
Filing DateMonday, October 6, 2025
Status700 - REGISTERED
Status DateTuesday, June 9, 2026
Registration Number8291449
Registration DateTuesday, June 9, 2026
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, April 21, 2026

Trademark Statements

Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesFinancial planning, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services
Description of MarkThe mark consists of two concentric circles wherein the outer circle contains the stylized wording "BETA ASSET MANAGEMENT" and the inner circle contains the stylized letter "B", all of which appears to the left of the stylized wording "BETA ASSET MANAGEMENT".
NOT AVAILABLE"ASSET MANAGEMENT"
Pseudo MarkBETA BETA ASSET MANAGEMENT BETA ASSET MANAGEMENT

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 6, 2025
Primary Code036
First Use Anywhere DateSunday, March 13, 2016
First Use In Commerce DateSunday, March 13, 2016

Trademark Owner History

Party NameBETA WEALTH GROUP, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92127
US
Party NameBETA WEALTH GROUP, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92127
US
Party NameBETA WEALTH GROUP, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92127
US

Trademark Events

Event DateEvent Description
Monday, October 6, 2025NEW APPLICATION ENTERED
Monday, October 6, 2025APPLICATION FILING RECEIPT MAILED
Monday, February 23, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, February 23, 2026NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, February 24, 2026ASSIGNED TO EXAMINER
Wednesday, March 25, 2026EXAMINERS AMENDMENT -WRITTEN
Wednesday, March 25, 2026EXAMINERS AMENDMENT E-MAILED
Wednesday, March 25, 2026NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, March 25, 2026EXAMINER'S AMENDMENT ENTERED
Wednesday, March 25, 2026APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 15, 2026NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 21, 2026PUBLISHED FOR OPPOSITION
Tuesday, April 21, 2026OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 9, 2026REGISTERED-PRINCIPAL REGISTER
Tuesday, June 9, 2026NOTICE OF REGISTRATION CONFIRMATION EMAILED

Related Keywords

management asset beta services planning financial namely allocation tolerance portfolio risk