| Serial Number | 99318701 |
| Word Mark | HB WEALTH |
| Filing Date | Monday, August 4, 2025 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, March 17, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, January 20, 2026 |
| Pseudo Mark | HOMRICH BERG |
| 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 |
| Description of Mark | The mark consists of an upper-case "H" and an upper-case "B" merged together side-by-side and superimposed, which appears next to the word "WEALTH". |
| NOT AVAILABLE | "WEALTH" |
| 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, August 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | HB Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30326 US |
| Party Name | HB Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30326 US |
| Event Date | Event Description |
| Monday, August 4, 2025 | NEW APPLICATION ENTERED |
| Monday, August 4, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, December 11, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, December 17, 2025 | ASSIGNED TO EXAMINER |
| Friday, December 19, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, December 19, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Friday, December 19, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, December 19, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Friday, December 19, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 14, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 20, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 20, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 17, 2026 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |