PRECISE BETA Trademark

Trademark Overview


On Tuesday, June 16, 2020, a trademark application was filed for PRECISE BETA with the United States Patent and Trademark Office. The USPTO has given the PRECISE BETA trademark a serial number of 90004341. The federal status of this trademark filing is REGISTERED as of Tuesday, August 31, 2021. This trademark is owned by Orgel Wealth Management LLC. The PRECISE BETA trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment strategy, namely, investment portfolio management strategy
precise beta

General Information


Serial Number90004341
Word MarkPRECISE BETA
Filing DateTuesday, June 16, 2020
Status700 - REGISTERED
Status DateTuesday, August 31, 2021
Registration Number6472322
Registration DateTuesday, August 31, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 27, 2020

Trademark Statements


Disclaimer with Predetermined Text"BETA"
Goods and ServicesFinancial planning and investment advisory services; Financial services, namely, wealth management services; Investment strategy, namely, investment portfolio management strategy

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 14, 2020
Primary Code036
First Use Anywhere DateWednesday, May 9, 2018
First Use In Commerce DateFriday, June 1, 2018

Trademark Owner History


Party NameOrgel Wealth Management LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressAltoona, WI 54720

Party NameOrgel Wealth Management LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressAltoona, WI 54720

Party NameOrgel Wealth Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAltoona, WI 54720

Trademark Events


Event DateEvent Description
Tuesday, August 31, 2021REGISTERED-PRINCIPAL REGISTER
Saturday, July 24, 2021NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, July 23, 2021ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, July 2, 2021STATEMENT OF USE PROCESSING COMPLETE
Tuesday, June 22, 2021USE AMENDMENT FILED
Friday, July 2, 2021CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, June 22, 2021TEAS STATEMENT OF USE RECEIVED
Tuesday, December 22, 2020NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, October 27, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 27, 2020PUBLISHED FOR OPPOSITION
Wednesday, October 7, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 22, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, September 22, 2020EXAMINER'S AMENDMENT ENTERED
Tuesday, September 22, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, September 22, 2020EXAMINERS AMENDMENT E-MAILED
Tuesday, September 22, 2020EXAMINERS AMENDMENT -WRITTEN
Friday, September 18, 2020ASSIGNED TO EXAMINER
Tuesday, July 14, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, June 19, 2020NEW APPLICATION ENTERED IN TRAM