WEALTH MANAGEMENT BUILT FOR YOU Trademark

Trademark Overview


On Thursday, March 12, 2020, a trademark application was filed for WEALTH MANAGEMENT BUILT FOR YOU with the United States Patent and Trademark Office. The USPTO has given the WEALTH MANAGEMENT BUILT FOR YOU trademark a serial number of 88831230. The federal status of this trademark filing is ABANDONED - INCOMPLETE RESPONSE as of Monday, August 2, 2021. This trademark is owned by Homrich & Berg, Inc.. The WEALTH MANAGEMENT BUILT FOR YOU 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 and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial trust operations; all afore-ment...
wealth management built for you

General Information


Serial Number88831230
Word MarkWEALTH MANAGEMENT BUILT FOR YOU
Filing DateThursday, March 12, 2020
Status600 - ABANDONED - INCOMPLETE RESPONSE
Status DateMonday, August 2, 2021
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Disclaimer with Predetermined Text"WEALTH MANAGEMENT"
Goods and ServicesCollege 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 and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial trust operations; all afore-mentioned services excluding banking services and excluding services to members of organized labor and labor unions

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, December 9, 2020
Primary Code036
First Use Anywhere DateSaturday, June 30, 2018
First Use In Commerce DateSaturday, June 30, 2018

Trademark Owner History


Party NameHomrich & Berg, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressAtlanta, GA 30326

Trademark Events


Event DateEvent Description
Monday, August 2, 2021ABANDONMENT NOTICE MAILED - INCOMPLETE RESPONSE
Monday, August 2, 2021ABANDONMENT - INCOMPLETE RESPONSE
Friday, July 2, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, June 30, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, June 30, 2021TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, December 30, 2020NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, December 30, 2020FINAL REFUSAL E-MAILED
Wednesday, December 30, 2020FINAL REFUSAL WRITTEN
Wednesday, December 9, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 8, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 8, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, June 8, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, June 8, 2020NON-FINAL ACTION E-MAILED
Monday, June 8, 2020NON-FINAL ACTION WRITTEN
Thursday, June 4, 2020ASSIGNED TO EXAMINER
Wednesday, March 18, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM