R.PR
REGISTERED-PRINCIPAL REGISTER
11/09/2021
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Official data from USPTO
B BETA WEALTH GROUP AN INDEPENDENT FIRM
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
19
Latest update
11/09/2021
Trademark type
Combined
Nice classes
36
Filing date
11/09/2020
Registration date
11/09/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/09/2021
Last transaction
11/09/2021
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
12/09/2009
First use in commerce
12/09/2009
Drawing code
3
Owner type
03
Owner location
San Diego, CA
Examiner
RUMMERY, MARY
Law office
L50
Current location
PUBLICATION AND ISSUE SECTION
Mark description
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.
Holders and representatives
Holders
Beta Wealth Group, Inc.
Representatives
Timothy P. Dillon DILLON MILLER & AHUJA, LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planningcomprehensive wealth management servicesfinancial and retirement planningrisk tolerance servicesasset allocation services and portfolio management services
Publications
History of USPTO decisions and trademark events.
19 publications found
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/24/2021
PUBO
PUBLISHED FOR OPPOSITION
08/24/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/04/2021
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/20/2021
XAEC
EXAMINER'S AMENDMENT ENTERED
07/19/2021
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
07/19/2021
GNEA
EXAMINERS AMENDMENT E-MAILED
07/19/2021
CNEA
EXAMINERS AMENDMENT -WRITTEN
07/19/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/28/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/27/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/27/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
04/27/2021
GNRT
NON-FINAL ACTION E-MAILED
04/27/2021
CNRT
NON-FINAL ACTION WRITTEN
04/27/2021
DOCK
ASSIGNED TO EXAMINER
04/15/2021
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
01/08/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/07/2021
NWAP
NEW APPLICATION ENTERED
11/12/2020
Continuous trademark protection
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