| Serial Number | 77566452 |
| Word Mark | HB HOMRICH BERG WEALTH MANAGEMENT |
| Filing Date | Wednesday, September 10, 2008 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, May 16, 2019 |
| Registration Number | 3732411 |
| Registration Date | Tuesday, December 29, 2009 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 3, 2009 |
| Description of Mark | The mark consists of an upper-case "H" and an upper-case "B" merged together side-by-side and superimposed on a square background design, which is positioned vertically over the words "HOMRICH BERG", which in turn is positioned vertically over the words "WEALTH MANAGEMENT". |
| 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 and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; 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; Financial services, namely, estate settlement services; Financial trust operations |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| 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 | Monday, September 15, 2008 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 12, 2009 |
| First Use In Commerce Date | Monday, October 12, 2009 |
| Party Name | HB WEALTH MANAGEMENT, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | ATLANTA, GA 30326 |
| Party Name | Homrich & Berg, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Atlanta, GA 30326 |
| Party Name | Homrich & Berg, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Atlanta, GA 30305 |
| Party Name | Homrich & Berg, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Atlanta, GA 30305 |
| Event Date | Event Description |
| Monday, September 15, 2008 | NEW APPLICATION ENTERED |
| Tuesday, September 16, 2008 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Saturday, December 13, 2008 | ASSIGNED TO EXAMINER |
| Tuesday, December 16, 2008 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, December 16, 2008 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, December 16, 2008 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, December 16, 2008 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, December 16, 2008 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, December 30, 2008 | ASSIGNED TO LIE |
| Tuesday, December 30, 2008 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, January 14, 2009 | NOTICE OF PUBLICATION |
| Tuesday, February 3, 2009 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 28, 2009 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, October 27, 2009 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, October 27, 2009 | USE AMENDMENT FILED |
| Friday, November 13, 2009 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, November 13, 2009 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, November 19, 2009 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, November 20, 2009 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Tuesday, December 29, 2009 | REGISTERED-PRINCIPAL REGISTER |
| Friday, October 31, 2014 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, November 24, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, November 24, 2015 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, February 3, 2016 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, February 3, 2016 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, February 3, 2016 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, December 29, 2018 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, April 9, 2019 | TEAS SECTION 8 & 9 RECEIVED |
| Tuesday, May 14, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, May 16, 2019 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, May 16, 2019 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, September 22, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, October 3, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, October 3, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, October 3, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, December 4, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, May 16, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |