HB

Live / Applied — Statement of use — registration review complete (as of 09 Sept 2026)

What this means for you

Not registered yet, but its 04 Aug 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99318709
Mark type
Word mark
Filed
04 Aug 2025
Published for opposition
20 Jan 2026
Attorney of record
Sarah Parker

Goods and services

  • Class 036 — Insurance and financial services: 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

Prosecution history

  • 09 Sept 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 09 Sept 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 11 Aug 2026 — STATEMENT OF USE PROCESSING COMPLETE
  • 16 Jun 2026 — USE AMENDMENT FILED
  • 16 Jun 2026 — TEAS STATEMENT OF USE RECEIVED
  • 17 Mar 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 20 Jan 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 20 Jan 2026 — PUBLISHED FOR OPPOSITION
  • 14 Jan 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 18 Dec 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 17 Dec 2025 — ASSIGNED TO EXAMINER
  • 11 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 04 Aug 2025 — APPLICATION FILING RECEIPT MAILED
  • 04 Aug 2025 — NEW APPLICATION ENTERED

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