BETA WEALTH GROUP

LIVE

Serial Number

99596485

Owner

BETA WEALTH GROUP, INC.

Attorney

Gregory J. Borman

First Use Date

Dec 9, 2009

Filing Date

Jan 15, 2026

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BETA WEALTH GROUP Trademark

Serial Number: 99596485 • Registration: 8295719

BETA WEALTH GROUP is a trademark filed by BETA WEALTH GROUP, INC. on January 15, 2026. 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

Gregory J. Borman

36 trademarks filed View all →

Correspondence Address

Gregory J. Borman Dillon Miller Ahuja & Boss, LLP

5872 Owens Avenue

Suite 200

Carlsbad, CA 92008

United States

Trademark Details

Filing Date

January 15, 2026

Registration Date

June 9, 2026

First Use Anywhere

December 9, 2009

First Use in Commerce

December 9, 2009

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

Filing History

REGISTERED-PRINCIPAL REGISTER

Jun 9, 2026 R.PR

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 21, 2026 NPUB

PUBLISHED FOR OPPOSITION

Apr 21, 2026 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 15, 2026 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 25, 2026 CNSA

EXAMINER'S AMENDMENT ENTERED

Mar 25, 2026 XAEC

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Mar 25, 2026 GNEN

EXAMINERS AMENDMENT E-MAILED

Mar 25, 2026 GNEA

EXAMINERS AMENDMENT -WRITTEN

Mar 25, 2026 CNEA

ASSIGNED TO EXAMINER

Feb 24, 2026 DOCK

APPLICATION FILING RECEIPT MAILED

Jan 15, 2026 MAFR

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jan 15, 2026 NWOS

NEW APPLICATION ENTERED

Jan 15, 2026 NWAP

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