HB HOMRICH BERG WEALTH MANAGEMENT Trademark
HB HOMRICH BERG WEALTH MANAGEMENT is a USPTO trademark filed by HB WEALTH MANAGEMENT, LLC. Status: Registered.
Trademark Facts
| Mark | HB HOMRICH BERG WEALTH MANAGEMENT |
|---|---|
| Serial Number | 88582093 |
| Registration Number | 6122718 |
| Status | Registered |
| Filing Date | 2019-08-16 |
| Registration Date | 2020-08-11 |
| Mark Type | Combined |
| Nice Classes | 036 (Financial Services) |
| Owner | HB WEALTH MANAGEMENT, LLC |
| Attorney of Record | Sarah Parker |
| Prosecution Events | 25 |
| Latest Event | C15A on 2025-12-01 |
Goods & Services
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