R.PR
REGISTERED-PRINCIPAL REGISTER
06/09/2026
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Official data from USPTO
BETA WEALTH GROUP
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
BETA WEALTH GROUP
ST13
US500000099596485Class
36
Filing
99596485
Registration
8295719
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
13
Latest update
06/09/2026
Trademark type
Word
Nice classes
36
Filing date
01/15/2026
Registration date
06/09/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/09/2026
Last transaction
06/09/2026
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
4
Owner type
03
Owner location
San Diego, CA, US
Examiner
NKOJO, RHODA K
Law office
M80
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
BETA WEALTH GROUP, INC.
Representatives
Gregory J. Borman Dillon Miller Ahuja & Boss, 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.
13 publications found
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/21/2026
PUBO
PUBLISHED FOR OPPOSITION
04/21/2026
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/15/2026
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/25/2026
XAEC
EXAMINER'S AMENDMENT ENTERED
03/25/2026
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/25/2026
GNEA
EXAMINERS AMENDMENT E-MAILED
03/25/2026
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/25/2026
DOCK
ASSIGNED TO EXAMINER
02/24/2026
MAFR
APPLICATION FILING RECEIPT MAILED
01/15/2026
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/15/2026
NWAP
NEW APPLICATION ENTERED
01/15/2026
Continuous trademark protection
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