HB WEALTH MANAGEMENT
Homrich & Berg, Inc.
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| Serial Number | 98353947 |
| Mark Drawing Code | 4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form |
| Attorney Name | Gregory Scott Smith |
| Attorney Docket Number | 08019.8100gs |
Timeline
| 2024-01-11 | Application Filed |
| 2024-01-12 | Status: Live/Pending |
| 2024-01-12 | Transaction Date |
Trademark Applicants & Owners
| Owner: |  Homrich & Berg, Inc. |
| Address | 3550 Lenox Road NE, Suite 2700 Atlanta GA 30326 |
| Legal Entity Type | Corporation |
| Legal Entity State | GA |
Documents
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Attorney of Record
Good, Services, and Codes
| International Codes: | 36 |
| U.S. Codes: | 100,102,101 |
| Type Code | Type |
|---|---|
| GS0361 | 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 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 |
Trademark Filing History
| Description | Date | Event Coding |
|---|---|---|
| NEW APPLICATION ENTERED | 2024-01-12 | 1 NWAP I:Incoming Correspondence |
| NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | 2024-05-05 | 2 NWOS I:Incoming Correspondence |
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