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HB HOMRICH BERG WEALTH MANAGEMENT
Live/Registered
REGISTERED

on 11 Aug 2020

Last Applicant/ Owned by

3550 LENOX ROAD, NE

ATLANTA

GA

30326

Serial Number

88582053 filed on 16th Aug 2019

Registration Number

6122717 registered on 11th Aug 2020

in the Principal Register

Correspondent Address

Gregory Scott Smith

SMITH TEMPEL BLAHA LLC

SUITE 340

50 GLENLAKE PARKWAY

ATLANTA GA 30328

Filing Basis

1. use application currently

Disclaimer

"WEALTH MANAGEMENT"

HB HOMRICH BERG WEALTH MANAGEMENT

The mark consists of an upper-case "H" and an upper-case "B" merged together side-by-side and superimposed on a square background design, which appears to the left of the words "HOMRICH BERG", which are positioned vertically over the words "WEALTH MANAGEMENT". College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retireRead More

Classification Information


Class [036]
Insurance & 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 services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, estate settlement 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


First Use Date in General

01st Jan 2019

First Use Date in Commerce

01st Jan 2019

Mark Details


Serial Number

No 88582053

Mark Type

No Service Mark

Attorney Docket Number

No 08019.8050

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.09.21 -

Squares that are completely or partially shaded

Description of Design Search

The mark consists of an upper-case "H" and an upper-case "B" merged together side-by-side and superimposed on a square background design, which appears to the left of the words "HOMRICH BERG", which are positioned vertically over the words "WEALTH MANAGEMENT".

Legal History


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Status DateAction Taken
22nd Sep 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
11th Aug 2020REGISTERED-PRINCIPAL REGISTER
26th May 2020PUBLISHED FOR OPPOSITION
26th May 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06th May 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10th Apr 2020APPROVED FOR PUB - PRINCIPAL REGISTER
12th Mar 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
12th Mar 2020TEAS/EMAIL CORRESPONDENCE ENTERED
12th Mar 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
25th Nov 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED