| Serial Number | 88582093 |
| Word Mark | HB HOMRICH BERG WEALTH MANAGEMENT |
| Filing Date | Friday, August 16, 2019 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, December 1, 2025 |
| Registration Number | 6122718 |
| Registration Date | Tuesday, August 11, 2020 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 26, 2020 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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". |
| NOT AVAILABLE | "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 services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning for retirement; 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, estate settlement 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 |
| 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 | Tuesday, September 3, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 1, 2019 |
| First Use In Commerce Date | Tuesday, January 1, 2019 |
| 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 30326 |
| Party Name | Homrich & Berg, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Atlanta, GA 30326 |
| Event Date | Event Description |
| Tuesday, August 20, 2019 | NEW APPLICATION ENTERED |
| Tuesday, September 3, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, September 4, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Saturday, November 16, 2019 | ASSIGNED TO EXAMINER |
| Monday, November 25, 2019 | NON-FINAL ACTION WRITTEN |
| Monday, November 25, 2019 | NON-FINAL ACTION E-MAILED |
| Monday, November 25, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, March 12, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, March 12, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 12, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, April 10, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 6, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 26, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 26, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 11, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, September 22, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, October 3, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, October 3, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, October 3, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, December 4, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, August 11, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, August 18, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, December 1, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, December 1, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, December 1, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |