TrademarkDir
HB FAMILY OFFICE
LIVE

Serial Number

98353964

Owner

HB WEALTH MANAGEMENT, LLC

Attorney

Sarah Parker

First Use Date

Feb 15, 2024

Filing Date

Jan 12, 2024

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HB FAMILY OFFICE Trademark

Serial Number: 98353964

HB FAMILY OFFICE is a trademark filed by HB WEALTH MANAGEMENT, LLC on January 12, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

HB WEALTH MANAGEMENT, LLC (15 trademarks)

3550 LENOX ROAD, NE
ATLANTA, GA 30326

Entity Type: 16

Homrich & Berg, Inc. (11 trademarks)

Atlanta, GA 30326

Entity Type: 03

Trademark Details

Filing Date

January 12, 2024

Registration Date

Not Registered

First Use Anywhere

February 15, 2024

First Use in Commerce

February 15, 2024

Published for Opposition

December 3, 2024

Goods & 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

Filing History

STATEMENT OF USE PROCESSING COMPLETE
Jul 22, 2026 SUPC
USE AMENDMENT FILED
Jul 14, 2026 IUAF
TEAS STATEMENT OF USE RECEIVED
Jul 14, 2025 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jan 14, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 3, 2024 NPUB
PUBLISHED FOR OPPOSITION
Dec 3, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Nov 27, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 7, 2024 CNSA
USE AMENDMENT ACCEPTED
Nov 7, 2024 IUAA
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Nov 6, 2024 ASGN
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 5, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 5, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 5, 2024 TROA
AMENDMENT TO USE PROCESSING COMPLETE
Oct 31, 2024 AUPC
USE AMENDMENT FILED
Oct 31, 2024 IUAF
TEAS AMENDMENT OF USE RECEIVED
Oct 31, 2024 EAAU
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 3, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 3, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 3, 2024 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 8, 2024 GNRN
NON-FINAL ACTION E-MAILED
Aug 8, 2024 GNRT
NON-FINAL ACTION WRITTEN
Aug 8, 2024 CNRT
ASSIGNED TO EXAMINER
Aug 8, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 5, 2024 NWOS
NEW APPLICATION ENTERED
Jan 12, 2024 NWAP

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