B BETA ASSET MANAGEMENT BETA ASSET MANAGEMENT Trademark

Serial Number: 99429520 • Registration: 8291449

B BETA ASSET MANAGEMENT BETA ASSET MANAGEMENT is a trademark filed by BETA WEALTH GROUP, INC. on October 6, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

BETA WEALTH GROUP, INC. (3 trademarks)

11421 W. Bernardo Court
San Diego, CA 92127

Entity Type: 03

Legal Representation

Attorney of Record

Timothy P. Dillon

36 trademarks filed View all →

Correspondence Address

Timothy P. Dillon Dillon Miller Ahuja & Boss, LLP

5872 Owens Avenue

Suite 200

Carlsbad, CA 92008

United States

Trademark Details

Filing Date

October 6, 2025

Registration Date

June 9, 2026

First Use Anywhere

March 13, 2016

First Use in Commerce

March 13, 2016

Published for Opposition

April 21, 2026

Goods & Services

Financial planning, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services