Serial Number
99393281
Owner
Balboa Wealth Partners, Inc.Attorney
T. Morgan Cope, Jr.Filing Date
Sep 15, 2025
BALBOA WEALTH PARTNERS Trademark
Serial Number: 99393281 • Registration: 8331492
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
T. Morgan Cope, Jr. Esplin & Associates, PC
1665 S. Rancho Santa Fe Rd. Suite C2
San Marcos, CA 92078
United States
Trademark Details
Filing Date
September 15, 2025
Registration Date
July 7, 2026
Published for Opposition
May 19, 2026
Goods & Services
Financial portfolio management; Financial services, namely, wealth management services; Financial management in the field of estate and succession planning; Financial administration of retirement plans; Financial planning for retirement; Providing information in the field of wealth management for professional financial advisors; Providing financial information services to individual inventors for wealth management; Providing financial information services to professional financial advisors to assist in the management of their clients assets and wealth; Financial advisory and consultancy services, namely, creating personalized strategies for asset management, retirement, and estate and succession planning; Financial advisory and consultancy services, namely, assisting professional financial advisors in the management of their clients assets and wealth
