| Serial Number | 99293793 |
| Word Mark | THE FIDUCIARY STANDARD, ELEVATED |
| Filing Date | Monday, July 21, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 14, 2026 |
| Registration Number | 8348771 |
| Registration Date | Tuesday, July 14, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 13, 2026 |
| NOT AVAILABLE | "THE FIDUCIARY STANDARD" |
| Pseudo Mark | THE FIDUCIARY STANDARD ELEVATED |
| Goods and Services | 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 |
| 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, July 21, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 18, 2025 |
| First Use In Commerce Date | Monday, August 18, 2025 |
| Party Name | HB WEALTH MANAGEMENT, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30326 US |
| 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, July 21, 2025 | NEW APPLICATION ENTERED |
| Monday, July 21, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, November 25, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 8, 2025 | ASSIGNED TO EXAMINER |
| Thursday, December 11, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, December 11, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, December 11, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, December 11, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, December 11, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, December 11, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, December 11, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, December 11, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 7, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 13, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 13, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 10, 2026 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, March 30, 2026 | TEAS STATEMENT OF USE RECEIVED |
| Monday, March 30, 2026 | USE AMENDMENT FILED |
| Tuesday, June 23, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, June 23, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, June 23, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, July 14, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 14, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |