HB WEALTH MANAGEMENT Trademark
Trademark Overview
On Thursday, January 11, 2024, a trademark application was filed for HB WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the HB WEALTH MANAGEMENT trademark a serial number of 98353947. 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 MANAGEMENT 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...
General Information
| Serial Number | 98353947 |
| Word Mark | HB WEALTH MANAGEMENT |
| Filing Date | Thursday, January 11, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, August 8, 2024 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | HOMRICH AND BERG 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 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 |
Classification Information
| 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 | Wednesday, January 10, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Homrich & Berg, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Atlanta, GA 30326 |
Trademark Events
| Event Date | Event Description |
| Friday, January 12, 2024 | NEW APPLICATION ENTERED |
| Thursday, August 8, 2024 | NON-FINAL ACTION WRITTEN |
| Sunday, May 5, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 8, 2024 | ASSIGNED TO EXAMINER |
| Thursday, August 8, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, October 3, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, August 8, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 3, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, October 3, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, October 28, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, October 28, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
