HB HOMRICH BERG WEALTH MANAGEMENT
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 01 Dec 2025)
What this means for you
Registered since 11 Aug 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88582053
- Registration number
- 6122717
- Mark type
- Design + words
- Filed
- 16 Aug 2019
- Published for opposition
- 26 May 2020
- Registered
- 11 Aug 2020
- 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 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
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
Prior registrations
Prosecution history
- 01 Dec 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 01 Dec 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 01 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 18 Aug 2025 — TEAS SECTION 8 & 15 RECEIVED
- 11 Aug 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 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
- 11 Aug 2020 — REGISTERED-PRINCIPAL REGISTER
- 26 May 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 26 May 2020 — PUBLISHED FOR OPPOSITION
- 06 May 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 10 Apr 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER