Who owns the BALBOA WEALTH PARTNERS trademark?

The BALBOA WEALTH PARTNERS trademark is owned by Balboa Wealth Partners, Inc..

What class is the BALBOA WEALTH PARTNERS trademark registered in?

The BALBOA WEALTH PARTNERS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for BALBOA WEALTH PARTNERS?

The USPTO serial number for BALBOA WEALTH PARTNERS is 99393281.

What is the registration number for BALBOA WEALTH PARTNERS?

BALBOA WEALTH PARTNERS is registered under USPTO registration number 8331492.

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USPTO Trademark Record

REGISTERED

BALBOA WEALTH PARTNERS

SN 99393281·Reg 8331492·Filed Sep 15, 2025

Owner Balboa Wealth Partners, Inc.

Financial, monetary and banking services; insurance services; real estate services.

BALBOA WEALTH PARTNERS (Serial No. 99393281), Registration No. 8331492, is a registered US trademark filed on Sep 15, 2025 by Balboa Wealth Partners, Inc.. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: July 07, 2032

Mark Intelligence

BALBOA WEALTH PARTNERS (Reg. #8331492) is a registered US trademark that has been protecting its owner, Balboa Wealth Partners, Inc., since 2025. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Sep 15, 2025

SERIAL

99393281

REG#

8331492

REGISTERED

Jul 07, 2026

Filing Information

StatusREGISTERED

Filing DateSep 15, 2025

Serial Number99393281

Registration No.8331492

Registration DateJul 07, 2026

Status DateJul 07, 2026

Published for OppositionMay 19, 2026

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Nov 30, 2015

First use in commerce: Jan 31, 2016

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

22 events

REGISTERED-PRINCIPAL REGISTER

Jul 07, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Jul 07, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

May 19, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 19, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 13, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

TEAS REQUEST FOR RECONSIDERATION RECEIVED

Apr 23, 2026

TEAS REQUEST FOR RECONSIDERATION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Apr 23, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Apr 23, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Apr 23, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

FINAL REFUSAL WRITTEN

Apr 08, 2026

FINAL REFUSAL WRITTEN

FINAL REFUSAL E-MAILED

Apr 08, 2026

FINAL REFUSAL E-MAILED

NOTIFICATION OF FINAL REFUSAL EMAILED

Apr 08, 2026

NOTIFICATION OF FINAL REFUSAL EMAILED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Feb 18, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Feb 18, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Feb 18, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Jan 28, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jan 28, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jan 28, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jan 27, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Sep 15, 2025

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 15, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Sep 15, 2025

APPLICATION FILING RECEIPT MAILED

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