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 APPROVED FOR PUBLICATION as of Wednesday, March 25, 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
General Information
| Serial Number | 99429520 |
| Word Mark | B BETA ASSET MANAGEMENT BETA ASSET MANAGEMENT |
| Filing Date | Monday, October 6, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Wednesday, March 25, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Financial planning, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services |
| Description of Mark | The 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". |
| Pseudo Mark | BETA BETA ASSET MANAGEMENT BETA ASSET MANAGEMENT |
| NOT AVAILABLE | "ASSET MANAGEMENT" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, October 6, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 13, 2016 |
| First Use In Commerce Date | Sunday, March 13, 2016 |
Trademark Owner History
| Party Name | BETA WEALTH GROUP, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92127
US |
Trademark Events
| Event Date | Event Description |
| Monday, October 6, 2025 | NEW APPLICATION ENTERED |
| Monday, October 6, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, February 23, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 23, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, February 24, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, March 25, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 25, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 25, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 25, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, March 25, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
