BETA WEALTH GROUP Trademark
BETA WEALTH GROUP is a USPTO trademark filed by BETA WEALTH GROUP, INC.. Status: Pending.
Trademark Facts
| Mark | BETA WEALTH GROUP |
|---|---|
| Serial Number | 99596485 |
| Status | Pending |
| Filing Date | 2026-01-15 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services) |
| Owner | BETA WEALTH GROUP, INC. |
| Attorney of Record | Gregory J. Borman |
| Prosecution Events | 12 |
| Latest Event | PUBO 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