Trademark Overview
On Thursday, January 11, 2024, a trademark application was filed for HB WEALTH with the United States Patent and Trademark Office. The USPTO has given the HB WEALTH trademark a serial number of 98353942. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, August 8, 2024. This trademark is owned by Homrich & Berg, Inc.. The HB WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
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; Fi...