B BETA WEALTH GROUP AN INDEPENDENT FIRM Trademark
Trademark Overview
On Monday, November 9, 2020, a trademark application was filed for B BETA WEALTH GROUP AN INDEPENDENT FIRM with the United States Patent and Trademark Office. The USPTO has given the B BETA WEALTH GROUP AN INDEPENDENT FIRM trademark a serial number of 90307052. The federal status of this trademark filing is REGISTERED as of Tuesday, November 9, 2021. This trademark is owned by Beta Wealth Group, Inc.. The B BETA WEALTH GROUP AN INDEPENDENT FIRM 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 | 90307052 |
| Word Mark | B BETA WEALTH GROUP AN INDEPENDENT FIRM |
| Filing Date | Monday, November 9, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 9, 2021 |
| Registration Number | 6551368 |
| Registration Date | Tuesday, November 9, 2021 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 24, 2021 |
Trademark Statements
| Indication of Colors claimed | The color(s) green, white, grey, and blue is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH GROUP" AND "AN INDEPENDENT FIRM" |
| Description of Mark | The mark consists of the stylized wording "Beta Wealth Group AN INDEPENDENT FIRM" to the right of an oval design featuring the letter "B" in the center. The letter "B" is white with a grey outline tracing the right side of the lettering, giving the appearance of depth. The portion of the oval that is to the left of the stem of the "B" is shaded green. The shading inside the counters of the "B" and the remainder of the oval are shaded blue. The words "Beta Wealth Group" are blue and the words "AN INDEPENDENT FIRM" are grey. |
| 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 |
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 | Thursday, January 7, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, December 9, 2009 |
| First Use In Commerce Date | Wednesday, December 9, 2009 |
Trademark Owner History
| Party Name | Beta Wealth Group, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92127 |
| Party Name | Beta Wealth Group, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92127 |
| Party Name | Beta Wealth Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92127 |
Trademark Events
| Event Date | Event Description |
| Tuesday, November 9, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 24, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 24, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 4, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 20, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, July 19, 2021 | EXAMINER'S AMENDMENT ENTERED |
| Monday, July 19, 2021 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, July 19, 2021 | EXAMINERS AMENDMENT E-MAILED |
| Monday, July 19, 2021 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, May 28, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, May 27, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 27, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, April 27, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 27, 2021 | NON-FINAL ACTION E-MAILED |
| Tuesday, April 27, 2021 | NON-FINAL ACTION WRITTEN |
| Thursday, April 15, 2021 | ASSIGNED TO EXAMINER |
| Friday, January 8, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, January 7, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, November 12, 2020 | NEW APPLICATION ENTERED IN TRAM |
