NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
04/29/2025
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Official data from USPTO
HB WEALTH MANAGEMENT
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
HB WEALTH MANAGEMENT
ST13
US500000098353947Class
36
Filing
98353947
Registration
7773674
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
25
Latest update
04/30/2025
Trademark type
Word
Nice classes
36
Filing date
01/11/2024
Registration date
04/29/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/29/2025
Last transaction
04/30/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
01/02/2025
First use in commerce
01/02/2025
Drawing code
4
Owner type
16
Owner location
ATLANTA, GA
Examiner
AVENT, TEAGUE
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
HB WEALTH MANAGEMENT, LLC
Homrich & Berg, Inc.
Representatives
Sarah Parker Alston & Bird LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
College counseling servicesassisting 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 servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planningthe 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 servicesestate 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 servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
Publications
History of USPTO decisions and trademark events.
25 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
04/29/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/11/2025
PUBO
PUBLISHED FOR OPPOSITION
03/11/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/05/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/14/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/04/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/04/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/04/2025
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
01/29/2025
IUAA
USE AMENDMENT ACCEPTED
01/22/2025
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
01/17/2025
IUAF
USE AMENDMENT FILED
01/17/2025
EAAU
TEAS AMENDMENT OF USE RECEIVED
01/17/2025
XELG
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
10/28/2024
XELR
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
10/28/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/03/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/03/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/03/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/08/2024
GNRT
NON-FINAL ACTION E-MAILED
08/08/2024
CNRT
NON-FINAL ACTION WRITTEN
08/08/2024
DOCK
ASSIGNED TO EXAMINER
08/08/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/05/2024
NWAP
NEW APPLICATION ENTERED
01/12/2024
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