| Serial Number | 98353964 |
| Word Mark | HB FAMILY OFFICE |
| Filing Date | Friday, January 12, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, January 14, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 3, 2024 |
| Pseudo Mark | HOMRICH AND BERG FAMILY OFFICE |
| Goods and Services | College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, estate settlement services; Financial asset management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments |
| NOT AVAILABLE | FAMILY OFFICE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 12, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, February 15, 2024 |
| First Use In Commerce Date | Thursday, February 15, 2024 |
| Party Name | HB WEALTH MANAGEMENT, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | ATLANTA, GA 30326 |
| Party Name | HB WEALTH MANAGEMENT, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | ATLANTA, GA 30326 |
| Party Name | Homrich & Berg, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Atlanta, GA 30326 |
| Event Date | Event Description |
| Friday, January 12, 2024 | NEW APPLICATION ENTERED |
| Sunday, May 5, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 8, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, August 8, 2024 | ASSIGNED TO EXAMINER |
| Thursday, August 8, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, August 8, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 31, 2024 | TEAS AMENDMENT OF USE RECEIVED |
| Thursday, October 31, 2024 | AMENDMENT TO USE PROCESSING COMPLETE |
| Thursday, October 31, 2024 | USE AMENDMENT FILED |
| Tuesday, November 5, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 5, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, November 5, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, November 6, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, October 3, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, October 3, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, October 3, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, November 7, 2024 | USE AMENDMENT ACCEPTED |
| Thursday, November 7, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 27, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 3, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 3, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 14, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |