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BETA WEALTH GROUP, INC., Original Registrant

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BETA WEALTH GROUP

99596485 | Trademark Cite Docket

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Filed Jan. 15, 2026

Serial No. 99596485

Registered June 9, 2026

Registration No. 8,295,719

Class Financial planning, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services; 100; 101; 102

Case Type Service mark

Status Registered. The registration date is used to determine when post-registration maintenance documents are due.

Last Updated: 2 days, 20 hours ago

Filing Date	#	Docket Text
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BETA WEALTH GROUP

99596485 | Trademark Cite Docket

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