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Official data from USPTO

EXPERT ADVICE. EXCEPTIONAL CARE. ENDURING PEACE OF MIND.

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

EXPERT ADVICE. EXCEPTIONAL CARE. ENDURING PEACE OF MIND.

ST13

US500000099293795

Class

36

Filing

99293795

Registration

8360727

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

23

Latest update

07/21/2026

Trademark type

Word

Nice classes

36

Filing date

07/21/2025

Registration date

07/21/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/21/2026

Last transaction

07/21/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

08/18/2025

First use in commerce

08/18/2025

Drawing code

4

Owner type

16

Owner location

Atlanta, GA, US

Examiner

ALTREE, NICHOLAS

Law office

L70

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

HB WEALTH MANAGEMENT, LLC

Representatives

Sarah H. Parker Alston & Bird LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

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.

23 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

07/21/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

07/21/2026

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

06/28/2026

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

06/28/2026

SUPC

STATEMENT OF USE PROCESSING COMPLETE

06/23/2026

IUAF

USE AMENDMENT FILED

03/30/2026

EISU

TEAS STATEMENT OF USE RECEIVED

03/30/2026

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

03/03/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

01/06/2026

PUBO

PUBLISHED FOR OPPOSITION

01/06/2026

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

12/31/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

12/09/2025

XAEC

EXAMINER'S AMENDMENT ENTERED

12/09/2025

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

12/09/2025

GNEA

EXAMINERS AMENDMENT E-MAILED

12/09/2025

CNEA

EXAMINERS AMENDMENT -WRITTEN

12/09/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

12/08/2025

GNRT

NON-FINAL ACTION E-MAILED

12/08/2025

CNRT

NON-FINAL ACTION WRITTEN

12/08/2025

DOCK

ASSIGNED TO EXAMINER

12/08/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

11/25/2025

MAFR

APPLICATION FILING RECEIPT MAILED

07/21/2025

NWAP

NEW APPLICATION ENTERED

07/21/2025

Continuous trademark protection

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