HB HOMRICH BERG WEALTH MANAGEMENT
Live / Registered — Registered and renewed (as of 16 May 2019)
What this means for you
Registered since 29 Dec 2009. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 29 Dec 2019).
Record
- Serial number
- 77566452
- Registration number
- 3732411
- Mark type
- Design + words
- Filed
- 10 Sept 2008
- Published for opposition
- 03 Feb 2009
- Registered
- 29 Dec 2009
- Next maintenance due
- 29 Dec 2019
- Attorney of record
- Sarah Parker
Goods and services
- Class 036 — Insurance and financial 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 and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial trust operations
Owner
- HB WEALTH MANAGEMENT, LLC, ATLANTA, GA, US
- Homrich & Berg, Inc., Atlanta, GA, US
- Homrich & Berg, Inc., Atlanta, GA, US
- Homrich & Berg, Inc., Atlanta, GA, US
Prosecution history
- 04 Dec 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 03 Oct 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 03 Oct 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 03 Oct 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 22 Sept 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 16 May 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 16 May 2019 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 16 May 2019 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 14 May 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 09 Apr 2019 — TEAS SECTION 8 & 9 RECEIVED
- 29 Dec 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 03 Feb 2016 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 03 Feb 2016 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 03 Feb 2016 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 24 Nov 2015 — TEAS SECTION 8 & 15 RECEIVED