BALBOA WEALTH PARTNERS Trademark
Trademark Overview
On Monday, September 15, 2025, a trademark application was filed for BALBOA WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the BALBOA WEALTH PARTNERS trademark a serial number of 99393281. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, September 15, 2025. This trademark is owned by Balboa Wealth Partners, Inc.. The BALBOA WEALTH PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
Financial portfolio management; Financial services, namely, wealth management services; Financial management in the field of estate and succession planning; Financial administration of retirement plans; Financial planning for retirement; Providing information in the field of wealth management for professional financial advisors; Providing financial information services to individual inventors for wealth management; Providing financial information services to professional financial advisors to assist in the management of their clients assets and wealth; Financial advisory and consultancy services, namely, creating personalized strategies for asset management, retirement, and estate and succession planning; Financial advisory and consultancy services, namely, assisting professional financial advisors in the management of their clients assets and wealth
General Information
| Serial Number | 99393281 |
| Word Mark | BALBOA WEALTH PARTNERS |
| Filing Date | Monday, September 15, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, September 15, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial portfolio management; Financial services, namely, wealth management services; Financial management in the field of estate and succession planning; Financial administration of retirement plans; Financial planning for retirement; Providing information in the field of wealth management for professional financial advisors; Providing financial information services to individual inventors for wealth management; Providing financial information services to professional financial advisors to assist in the management of their clients assets and wealth; Financial advisory and consultancy services, namely, creating personalized strategies for asset management, retirement, and estate and succession planning; Financial advisory and consultancy services, namely, assisting professional financial advisors in the management of their clients assets and wealth |
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, September 15, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 30, 2015 |
| First Use In Commerce Date | Sunday, January 31, 2016 |
Trademark Owner History
| Party Name | Balboa Wealth Partners, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92660 |
Trademark Events
| Event Date | Event Description |
| Monday, September 15, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, September 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, September 15, 2025 | NEW APPLICATION ENTERED |
