Serial Number
98353942
Owner
Homrich & Berg, Inc.Attorney
Sarah ParkerFirst Use Date
Jan 2, 2025
Filing Date
Jan 11, 2024
HB WEALTH Trademark
Serial Number: 98353942 • Registration: 7773673
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Sarah Parker Alston & Bird LLP
1201 W. Peachtree Street
Atlanta, GA 30309
United States
Trademark Details
Filing Date
January 11, 2024
Registration Date
April 29, 2025
First Use Anywhere
January 2, 2025
First Use in Commerce
January 2, 2025
Published for Opposition
March 11, 2025
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 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
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