Serial Number
99748733
Owner
OneFuture, LLCAttorney
David M. TenerFirst Use Date
Mar 25, 2026
Filing Date
Apr 7, 2026
B BEACON OAK WEALTH MANAGEMENT Trademark
Serial Number: 99748733
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
David M. Tener Caesar Rivise, PC
500 Office Center Drive
Suite 400
Fort Washington, PA 19034
United States
Trademark Details
Filing Date
April 7, 2026
Registration Date
Not Registered
First Use Anywhere
March 25, 2026
First Use in Commerce
March 25, 2026
Goods & Services
Financial advisory services; Investment advisory services; Financial consultation; Financial analysis; Financial portfolio management; Investment management; Financial research; Cash management; Financial risk management; Financial planning; Financial asset management; Providing on-line financial calculators; Providing financial information via a website; Providing stock market information; Providing stock/securities market information; Securities brokerage; Stock brokerage services; Mutual fund distribution; Mutual fund investment; Investment fund management services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Consumer lending services; Financial trust operations; Trust services, namely, investment and trust company services; Insurance services, namely, writing property and casualty insurance; Insurance brokerage; Investment management of and distribution of annuities; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Investment services, namely, asset acquisition, consultation, development and management services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments