HB FAMILY OFFICE
Live / Allowed — Notice of allowance issued (as of 14 Jan 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 12 Jan 2024 filing date already counts against anyone who files later.
Record
- Serial number
- 98353964
- Mark type
- Stylized text
- Filed
- 12 Jan 2024
- Published for opposition
- 03 Dec 2024
- 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 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
Owner
- HB WEALTH MANAGEMENT, LLC, ATLANTA, GA, US
- HB WEALTH MANAGEMENT, LLC, ATLANTA, GA, US
- Homrich & Berg, Inc., Atlanta, GA, US
Prior registrations
Prosecution history
- 14 Jul 2025 — TEAS STATEMENT OF USE RECEIVED
- 14 Jan 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 03 Dec 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 03 Dec 2024 — PUBLISHED FOR OPPOSITION
- 27 Nov 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 07 Nov 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 07 Nov 2024 — USE AMENDMENT ACCEPTED
- 06 Nov 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 05 Nov 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 05 Nov 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 05 Nov 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 31 Oct 2024 — AMENDMENT TO USE PROCESSING COMPLETE
- 31 Oct 2024 — USE AMENDMENT FILED
- 31 Oct 2024 — TEAS AMENDMENT OF USE RECEIVED
- 03 Oct 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED