B BETA WEALTH GROUP AN INDEPENDENT FIRM - Trademark Details
Status: 700 - Registered
Serial Number
90307052
Registration Number
6551368
Word Mark
B BETA WEALTH GROUP AN INDEPENDENT FIRM
Status
700 - Registered
Status Date
2021-11-09
Filing Date
2020-11-09
Registration Number
6551368
Registration Date
2021-11-09
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
260301, 280105 - Ovals as carriers and single line borders. Inscriptions in Greek characters, including the following: Α α Β β Γ γ Δ δ Ε ε Ζ ζ Η η Θ θ Ι ι Κ κ Λ λ Μ μ Ν ν Ξ ξ Ο ο Π π Ρ ρ ς Σ σ Τ τ Υ υ Φ φ Χ χ Ψ ψ Ω ω.
Published for Opposition Date
2021-08-24
Attorney Name
Law Office Assigned Location Code
L50
Employee Name
RUMMERY, MARY M
Statements
Indication of Colors claimed
The color(s) green, white, grey, and blue is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text
"WEALTH GROUP" AND "AN INDEPENDENT FIRM"
Description of Mark
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.
Goods and Services
Financial planning, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2021-01-07
Primary Code
036
First Use Anywhere Date
2009-12-09
First Use In Commerce Date
2009-12-09
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Timothy P. Dillon
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2020-11-12 | NEW APPLICATION ENTERED IN TRAM |
| 2021-01-07 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2021-01-08 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 2021-04-15 | ASSIGNED TO EXAMINER |
| 2021-04-27 | NON-FINAL ACTION WRITTEN |
| 2021-04-27 | NON-FINAL ACTION E-MAILED |
| 2021-04-27 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2021-05-27 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2021-05-27 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2021-05-28 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2021-07-19 | EXAMINERS AMENDMENT -WRITTEN |
| 2021-07-19 | EXAMINERS AMENDMENT E-MAILED |
| 2021-07-19 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2021-07-19 | EXAMINER'S AMENDMENT ENTERED |
| 2021-07-20 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2021-08-04 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2021-08-24 | PUBLISHED FOR OPPOSITION |
| 2021-08-24 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2021-11-09 | REGISTERED-PRINCIPAL REGISTER |
