Trademark/Service Mark Application, Principal Register
Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)
Trademark/Service Mark Application, Principal Register
TEAS Plus Application
Serial Number:88582128
Filing Date:08/16/2019
NOTE: Data fields with the * are mandatory under TEAS Plus. The wording "(if applicable)" appears where the field is only mandatory under the facts of the particular
application.
*DESCRIPTION OF THE MARK
(and Color Location, if applicable)
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.
PIXEL COUNT ACCEPTABLE
YES
PIXEL COUNT
944 x 784
REGISTER
Principal
APPLICANT INFORMATION
*OWNER OF MARK
Homrich & Berg, Inc.
*STREET
3550 Lenox Road NE, Suite 2700
*CITY
Atlanta
*STATE
(Required for U.S. applicants)
Georgia
*COUNTRY
United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
30326
LEGAL ENTITY INFORMATION
*TYPE
CORPORATION
* STATE/COUNTRY OF INCORPORATION
Georgia
GOODS AND/OR SERVICES AND BASIS INFORMATION
*INTERNATIONAL CLASS
036
*IDENTIFICATION
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
screen shots from the applicant's website showing the use of the mark in connection with the recited services
ADDITIONAL STATEMENTS SECTION
*TRANSLATION
(if applicable)
*TRANSLITERATION
(if applicable)
*CLAIMED PRIOR REGISTRATION
(if applicable)
The applicant claims ownership of active prior U.S. Registration Number(s) 3716559, 3716560, 3716561, and others.
*CONSENT (NAME/LIKENESS)
(if applicable)
*CONCURRENT USE CLAIM
(if applicable)
MISCELLANEOUS STATEMENT
The applicant claims ownership of active prior U.S. Registration Number(s) 3732411
ATTORNEY INFORMATION
NAME
Gregory Scott Smith
ATTORNEY DOCKET NUMBER
08019.8070
ATTORNEY BAR MEMBERSHIP NUMBER
XXX
YEAR OF ADMISSION
XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY
XX
FIRM NAME
Smith Tempel Blaha LLC
INTERNAL ADDRESS
Suite 340
STREET
50 Glenlake Parkway
CITY
Atlanta
STATE
Georgia
COUNTRY
United States
ZIP/POSTAL CODE
30328
PHONE
770-709-0080
FAX
7708040900
EMAIL ADDRESS
gsmith@srtslaw.com
AUTHORIZED TO COMMUNICATE VIA EMAIL
Yes
OTHER APPOINTED ATTORNEY
Matthew T. Hoots
CORRESPONDENCE INFORMATION
*NAME
Gregory Scott Smith
FIRM NAME
Smith Tempel Blaha LLC
INTERNAL ADDRESS
Suite 340
*STREET
50 Glenlake Parkway
*CITY
Atlanta
*STATE
(Required for U.S. addresses)
Georgia
*COUNTRY
United States
*ZIP/POSTAL CODE
30328
PHONE
770-709-0080
FAX
7708040900
*EMAIL ADDRESS
gsmith@srtslaw.com; docket@srtslaw.com
*AUTHORIZED TO COMMUNICATE VIA EMAIL
Yes
FEE INFORMATION
APPLICATION FILING OPTION
TEAS Plus
NUMBER OF CLASSES
1
FEE PER CLASS
225
*TOTAL FEE PAID
225
SIGNATURE INFORMATION
* SIGNATURE
/Gregory Scott Smith/
* SIGNATORY'S NAME
Gregory Scott Smith
* SIGNATORY'S POSITION
Attorney of record, Georgia bar member
SIGNATORY'S PHONE NUMBER
404-643-3430
* DATE SIGNED
08/16/2019
Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)
Trademark/Service Mark Application, Principal Register
TEAS Plus Application
Serial Number:88582128
Filing Date:08/16/2019
To the Commissioner for Trademarks:
MARK: (Stylized and/or Design, see mark) 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.
The applicant, Homrich & Berg, Inc., a corporation of Georgia, having an address of
3550 Lenox Road NE, Suite 2700
Atlanta, Georgia 30326
United States
requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C.
Section 1051 et seq.), as amended, for the following:
For specific filing basis information for each item, you must view the display within the Input Table.
International Class 036: 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
Use in Commerce: The applicant is using the mark in commerce on or in connection with the identified goods/services. The applicant attaches, or will later submit, one specimen as a JPG/PDF image file
showing the mark as used in commerce on or in connection with any item in the class of listed goods/services, regardless of whether the mark itself is in the standard character format or is a
stylized or design mark. The specimen image file may be in color, and the image must be in color if color is being claimed as a feature of the mark.
In International Class 036, the mark was first used by the applicant or the applicant's related company or licensee predecessor in interest at least as early as 08/01/2009, and first used in commerce
at least as early as 08/01/2009, and is now in use in such commerce. The applicant is submitting one(or more) specimen(s) showing the mark as used in commerce on or in connection with any item in the
class of listed goods/services, consisting of a(n) screen shots from the applicant's website showing the use of the mark in connection with the recited services. Specimen File1 Specimen File2 Specimen File3 Specimen File4 Specimen File5 Specimen File6 Specimen File7 Specimen File8 Specimen File9
Claim of Active Prior Registration(s)
The applicant claims ownership of active prior U.S. Registration Number(s) 3716559, 3716560, 3716561, and others.
Miscellaneous Statement
The applicant claims ownership of active prior U.S. Registration Number(s) 3732411
The applicant hereby appoints Gregory Scott Smith. Other appointed attorneys are Matthew T. Hoots. Gregory Scott Smith of Smith Tempel Blaha LLC, is a member of the XX bar, admitted to the bar
in XXXX, bar membership no. XXX, and the attorney(s) is located at
Suite 340
50 Glenlake Parkway
Atlanta, Georgia 30328
United States
770-709-0080(phone)
7708040900(fax)
gsmith@srtslaw.com (authorized).
The attorney docket/reference number is 08019.8070.
Gregory Scott Smith submitted the following statement: I attest that I am an attorney who is an active member in good standing of the bar of the highest court of a U.S. state (including the District
of Columbia and any U.S. Commonwealth or territory).
The applicant's current Correspondence Information:
Email Authorization: I authorize the USPTO to send email correspondence concerning the application to the applicant or the applicant's attorney, or the applicant's domestic representative at
the email address provided in this application. I understand that a valid email address must be maintained and that the applicant or the applicant's attorney must file the relevant subsequent
application-related submissions via the Trademark Electronic Application System (TEAS). Failure to do so will result in the loss of TEAS Plus status and a requirement to submit an additional
processing fee of $125 per international class of goods/services.
A fee payment in the amount of $225 has been submitted with the application, representing payment for 1 class(es).
Declaration
Declaration Signature
Signature: /Gregory Scott Smith/ Date: 08/16/2019
Signatory's Name: Gregory Scott Smith
Signatory's Position: Attorney of record, Georgia bar member
Signatory's Phone Number: 404-643-3430
Payment Sale Number: 88582128
Payment Accounting Date: 08/16/2019
Serial Number: 88582128
Internet Transmission Date: Fri Aug 16 15:51:37 EDT 2019
TEAS Stamp: USPTO/FTK-XX.XXX.XX.XX-20190816155137142
246-88582128-610336eb3792da6f2a4c9e6108a
84a9fa334a3e837e6cc633ef1ec4664413b8bfaa
-ET-51361149-20190816154502622164