Serial Number
99318701
Owner
HB Wealth Management, LLCAttorney
Sarah ParkerFirst Use Date
Aug 18, 2025
Filing Date
Aug 4, 2025
HB WEALTH Trademark
Serial Number: 99318701
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Sarah Parker Alston & Bird LLP
1201 West Peachtree Street
Atlanta, GA 30309
United States
Trademark Details
Filing Date
August 4, 2025
Registration Date
Not Registered
First Use Anywhere
August 18, 2025
First Use in Commerce
August 18, 2025
Published for Opposition
January 20, 2026
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
