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B BETA WEALTH GROUP AN INDEPENDENT FIRM
Live/Registered
REGISTERED

on 09 Nov 2021

Last Applicant/ Owned by

11421 W. Bernardo Court

San Diego

CA

92127

Serial Number

90307052 filed on 09th Nov 2020

Registration Number

6551368 registered on 09th Nov 2021

in the Principal Register

Correspondent Address

Timothy P. Dillon

DILLON MILLER & AHUJA, LLP

5872 OWENS AVENUE, SUITE 200

CARLSBAD, CA, , , 92008

Filing Basis

1. use application currently

Disclaimer

"WEALTH GROUP" AND "AN INDEPENDENT FIRM"

B BETA WEALTH GROUP AN INDEPENDENT FIRM

"WEALTH GROUP" AND "AN INDEPENDENT FIRM" The color(s) green, white, grey, and blue is/are claimed as a feature of the mark. Financial planning, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services The mark consists of the stylized wording "Beta Wealth Group AN INDEPENDENTRead More

Classification Information


Class [036]
Insurance & Financial Services


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


First Use Date in General

09th Dec 2009

First Use Date in Commerce

09th Dec 2009

Mark Details


Serial Number

No 90307052

Mark Type

No Service Mark

Attorney Docket Number

No 76.002

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.03.01 -

Ovals as carriers and single line borders

28.01.05 -

Inscriptions in Greek and Cyrillic characters Formerly Inscriptions in Greek characters

Description of Design Search

The mark consists of the stylized wording "Beta Wealth Group AN INDEPENDENT FIRM" to the right of an oval design featuring the letter "B" in the center. The letter "B" is white with a grey outline tracing the right side of the lettering, giving the appearance of depth. The portion of the oval that is to the left of the stem of the "B" is shaded green. The shading inside the counters of the "B" and the remainder of the oval are shaded blue. The words "Beta Wealth Group" are blue and the words "AN INDEPENDENT FIRM" are grey.

Legal History


Show more

Status DateAction Taken
09th Nov 2021REGISTERED-PRINCIPAL REGISTER
24th Aug 2021PUBLISHED FOR OPPOSITION
24th Aug 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04th Aug 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
20th Jul 2021APPROVED FOR PUB - PRINCIPAL REGISTER
19th Jul 2021EXAMINER'S AMENDMENT ENTERED
19th Jul 2021EXAMINERS AMENDMENT E-MAILED
19th Jul 2021NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
19th Jul 2021EXAMINERS AMENDMENT -WRITTEN
28th May 2021TEAS/EMAIL CORRESPONDENCE ENTERED