Legal Representation
Attorney
Sarah Parker
USPTO Deadlines
Next Deadline
199 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20200811)
Due Date
August 11, 2026
Grace Period Ends
February 11, 2027
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
25 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 1, 2025 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Dec 1, 2025 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Dec 1, 2025 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Aug 18, 2025 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Aug 11, 2025 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Dec 4, 2024 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Oct 3, 2024 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Oct 3, 2024 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Oct 3, 2024 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Sep 22, 2021 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Aug 11, 2020 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| May 26, 2020 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| May 26, 2020 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| May 6, 2020 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Apr 10, 2020 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Mar 12, 2020 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Mar 12, 2020 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Mar 12, 2020 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Nov 25, 2019 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Nov 25, 2019 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Nov 25, 2019 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Nov 16, 2019 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 4, 2019 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Sep 3, 2019 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 20, 2019 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
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
First Use Anywhere:
Jan 1, 2019
First Use in Commerce:
Jan 1, 2019
Additional Information
Design 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, which is positioned vertically over the words "HOMRICH BERG", which in turn is positioned vertically over the words "WEALTH MANAGEMENT".
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"