Trademark: 77566452
Word
HB HOMRICH BERG WEALTH MANAGEMENT
Status Date
Thursday, May 16, 2019
Registration Number
3732411
Registration Date
Tuesday, December 29, 2009
Filing Date
Wednesday, September 10, 2008
Published for Opposition
Tuesday, February 3, 2009
36 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 and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial trust operations
Color is not claimed as a feature of the mark.
"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 is positioned vertically over the words "HOMRICH BERG", which in turn is positioned vertically over the words "WEALTH MANAGEMENT".
Sep 22, 2021
Automatic Update Of Assignment Of Ownership
May 16, 2019
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
May 16, 2019
Registered And Renewed (First Renewal - 10 Yrs)
May 16, 2019
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
May 14, 2019
Case Assigned To Post Registration Paralegal
Apr 9, 2019
Teas Section 8 & 9 Received
Dec 29, 2018
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Feb 3, 2016
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Feb 3, 2016
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Feb 3, 2016
Case Assigned To Post Registration Paralegal
Nov 24, 2015
Teas Section 8 & 15 Received
Nov 24, 2015
Teas Change Of Correspondence Received
Oct 31, 2014
Teas Change Of Correspondence Received
Dec 29, 2009
Registered-Principal Register
Nov 20, 2009
Law Office Registration Review Completed
Nov 19, 2009
Allowed Principal Register - Sou Accepted
Nov 13, 2009
Statement Of Use Processing Complete
Oct 27, 2009
Use Amendment Filed
Nov 13, 2009
Case Assigned To Intent To Use Paralegal
Oct 27, 2009
Teas Statement Of Use Received
Apr 28, 2009
Noa Mailed - Sou Required From Applicant
Feb 3, 2009
Published For Opposition
Jan 14, 2009
Notice Of Publication
Dec 30, 2008
Law Office Publication Review Completed
Dec 30, 2008
Assigned To Lie
Dec 16, 2008
Approved For Pub - Principal Register
Dec 16, 2008
Examiner's Amendment Entered
Dec 16, 2008
Notification Of Examiners Amendment E-Mailed
Dec 16, 2008
Examiners Amendment E-Mailed
Dec 16, 2008
Examiners Amendment -Written
Dec 13, 2008
Assigned To Examiner
Sep 16, 2008
Notice Of Design Search Code Mailed
Sep 15, 2008
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
