WEALTH MANAGEMENT BUILT FOR YOU Trademark
Trademark Overview
On Tuesday, September 21, 2021, 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 97037310. The federal status of this trademark filing is REGISTERED as of Tuesday, October 11, 2022. This trademark is owned by HB Wealth Management, LLC. 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 for individuals; Financial planning and investment advisory services for individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, estate settlement services for individuals; all afore-mentioned services excluding banking services and excluding services to labor unions
General Information
| Serial Number | 97037310 |
| Word Mark | WEALTH MANAGEMENT BUILT FOR YOU |
| Filing Date | Tuesday, September 21, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 11, 2022 |
| Registration Number | 6872222 |
| Registration Date | Tuesday, October 11, 2022 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 26, 2022 |
Trademark Statements
| Goods and Services | College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans for individuals; Financial planning and investment advisory services for individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, estate settlement services for individuals; all afore-mentioned services excluding banking services and excluding services to labor unions |
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 | Sunday, October 24, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, June 30, 2018 |
| First Use In Commerce Date | Saturday, June 30, 2018 |
Trademark Owner History
| Party Name | HB Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30326 |
| Party Name | HB Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30326 |
| Party Name | HB Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30326 |
Trademark Events
| Event Date | Event Description |
| Friday, September 24, 2021 | NEW APPLICATION ENTERED |
| Sunday, October 24, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 23, 2022 | ASSIGNED TO EXAMINER |
| Thursday, June 23, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 6, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 26, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 26, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 11, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 11, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Thursday, October 3, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, October 3, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, October 3, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, December 4, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
