TrademarkDir
HB HOMRICH BERG WEALTH MANAGEMENT
LIVE

Serial Number

88582053

Owner

Homrich & Berg, Inc.

Attorney

Sarah Parker

First Use Date

Jan 1, 2019

Filing Date

Aug 16, 2019

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HB HOMRICH BERG WEALTH MANAGEMENT Trademark

Serial Number: 88582053 • Registration: 6122717

HB HOMRICH BERG WEALTH MANAGEMENT is a trademark filed by Homrich & Berg, Inc. on August 16, 2019. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Homrich & Berg, Inc. (11 trademarks)

Atlanta, GA 30326

Entity Type: 03

HB WEALTH MANAGEMENT, LLC (15 trademarks)

3550 LENOX ROAD, NE
ATLANTA, GA 30326

Entity Type: 16

Trademark Details

Filing Date

August 16, 2019

Registration Date

August 11, 2020

First Use Anywhere

January 1, 2019

First Use in Commerce

January 1, 2019

Published for Opposition

May 26, 2020

Goods & 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 services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning for retirement; 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, estate settlement 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

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Dec 1, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Dec 1, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 1, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Aug 18, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Aug 11, 2025 REM1
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 4, 2024 ASCK
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
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 22, 2021 ASGN
REGISTERED-PRINCIPAL REGISTER
Aug 11, 2020 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 26, 2020 NPUB
PUBLISHED FOR OPPOSITION
May 26, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 6, 2020 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 10, 2020 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 12, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 12, 2020 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 12, 2020 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 25, 2019 GNRN
NON-FINAL ACTION E-MAILED
Nov 25, 2019 GNRT
NON-FINAL ACTION WRITTEN
Nov 25, 2019 CNRT
ASSIGNED TO EXAMINER
Nov 16, 2019 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Sep 4, 2019 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 3, 2019 NWOS
NEW APPLICATION ENTERED
Aug 20, 2019 NWAP

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