GleanMark

B BETA ASSET MANAGEMENT BETA ASSET MANAGEMENT Trademark

B BETA ASSET MANAGEMENT BETA ASSET MANAGEMENT is a USPTO trademark filed by BETA WEALTH GROUP, INC.. Status: Pending.

Trademark Facts

MarkB BETA ASSET MANAGEMENT BETA ASSET MANAGEMENT
Serial Number99429520
StatusPending
Filing Date2025-10-06
Mark TypeCombined
Nice Classes036 (Financial Services)
OwnerBETA WEALTH GROUP, INC.
Attorney of RecordTimothy P. Dillon
Prosecution Events13
Latest EventPUBO on 2026-04-21

Goods & Services

Class 036: Financial planning, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services

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