THE FIDUCIARY STANDARD, ELEVATED
Live / Allowed — Notice of allowance issued (as of 10 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 21 Jul 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99293793
- Mark type
- Stylized text
- Filed
- 21 Jul 2025
- Published for opposition
- 13 Jan 2026
- Attorney of record
- Sarah H. 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
Prosecution history
- 30 Mar 2026 — TEAS STATEMENT OF USE RECEIVED
- 10 Mar 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 13 Jan 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 13 Jan 2026 — PUBLISHED FOR OPPOSITION
- 07 Jan 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 11 Dec 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 11 Dec 2025 — EXAMINER'S AMENDMENT ENTERED
- 11 Dec 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 11 Dec 2025 — EXAMINERS AMENDMENT E-MAILED
- 11 Dec 2025 — EXAMINERS AMENDMENT -WRITTEN
- 11 Dec 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 11 Dec 2025 — NON-FINAL ACTION E-MAILED
- 11 Dec 2025 — NON-FINAL ACTION WRITTEN
- 08 Dec 2025 — ASSIGNED TO EXAMINER
- 25 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED