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Official data from USPTO

ALPHA BETA GAMMA WEALTH MANAGEMENT

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: CombinedOffice: US

Quick snapshot

ALPHA BETA GAMMA WEALTH MANAGEMENT

ST13

US500000087221684

Class

36

Filing

87221684

Registration

5218151

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

19

Latest update

06/07/2026

Classification

Registered

Trademark type

Combined

Nice classes

36

Filing date

10/31/2016

Registration date

06/06/2017

Expiration date

-

Recommended action

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Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

05/20/2023

Last transaction

06/07/2026

Responsible office

United States Patent and Trademark Office

Status code

701

Official register

Principal Register

First use anywhere

02/01/2015

First use in commerce

02/01/2015

Drawing code

3

Owner type

16

Owner location

LAKE PARK, FL, US

Examiner

MONINGHOFF, KIM TERESA

Law office

M40

Current location

TMO LAW OFFICE 113

Mark description

The mark consists of the stylized wording "ALPHA BETA GAMMA" above a horizontal line above the stylized wording "WEALTH MANAGEMENT". The "A" in "ALPHA" is represented by the Greek letter lambda with a small star at its peak.

Holders and representatives

Holders

Capital Market Strategies LLC

Representatives

Jason R. Lee The Trademark Firm PLLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Comprehensive 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

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

06/06/2026

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

05/20/2023

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

05/20/2023

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

05/19/2023

ES8R

TEAS SECTION 8 RECEIVED

11/09/2022

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

06/06/2022

R.PR

REGISTERED-PRINCIPAL REGISTER

06/06/2017

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/21/2017

PUBO

PUBLISHED FOR OPPOSITION

03/21/2017

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

03/01/2017

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/07/2017

XAEC

EXAMINER'S AMENDMENT ENTERED

02/07/2017

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

02/07/2017

GNEA

EXAMINERS AMENDMENT E-MAILED

02/07/2017

CNEA

EXAMINERS AMENDMENT -WRITTEN

02/07/2017

DOCK

ASSIGNED TO EXAMINER

02/07/2017

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

11/04/2016

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

11/03/2016

NWAP

NEW APPLICATION ENTERED

11/03/2016

Continuous trademark protection

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