HB HOMRICH BERG WEALTH MANAGEMENT - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 88582053
Serial Number
88582053
Registration Number
6122717
Word Mark
HB HOMRICH BERG WEALTH MANAGEMENT
Status
700 - Registered
Status Date
2020-08-11
Filing Date
2019-08-16
Registration Number
6122717
Registration Date
2020-08-11
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
260921 - Squares that are completely or partially shaded.
Published for Opposition Date
2020-05-26
Attorney Name
Gregory Scott Smith
Law Office Assigned Location Code
O10
Employee Name
PRIZANT, JAMES
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"WEALTH MANAGEMENT"
Description of Mark
The mark consists of an upper-case "H" and an upper-case "B" merged together side-by-side and superimposed on a square background design, which appears to the left of the words "HOMRICH BERG", which are positioned vertically over the words "WEALTH MANAGEMENT".
Goods and 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
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2019-09-03
Primary Code
036
First Use Anywhere Date
2019-01-01
First Use In Commerce Date
2019-01-01
Current Trademark Owners
Party Name
HB WEALTH MANAGEMENT, LLC
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Homrich & Berg, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Homrich & Berg, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Homrich & Berg, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
HB WEALTH MANAGEMENT, LLC
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Gregory Scott Smith
Address
Please log in with your Justia account to see this address.
Prior Registrations
Relationship TypeReel Number
Prior Registration3716559
Prior Registration3716560
Prior Registration3716561
Trademark Events
Event DateEvent Description
2019-08-20NEW APPLICATION ENTERED IN TRAM
2019-09-03NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2019-09-04NOTICE OF DESIGN SEARCH CODE E-MAILED
2019-11-16ASSIGNED TO EXAMINER
2019-11-25NON-FINAL ACTION WRITTEN
2019-11-25NON-FINAL ACTION E-MAILED
2019-11-25NOTIFICATION OF NON-FINAL ACTION E-MAILED
2020-03-12TEAS RESPONSE TO OFFICE ACTION RECEIVED
2020-03-12CORRESPONDENCE RECEIVED IN LAW OFFICE
2020-03-12TEAS/EMAIL CORRESPONDENCE ENTERED
2020-04-10APPROVED FOR PUB - PRINCIPAL REGISTER
2020-05-06NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2020-05-26PUBLISHED FOR OPPOSITION
2020-05-26OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2020-08-11REGISTERED-PRINCIPAL REGISTER
2021-09-22AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP