EXPERT ADVICE. EXCEPTIONAL CARE. ENDURING PEACE OF MIND.

Serial Number 99293795
686

Registration Progress

Application Filed
Jul 21, 2025
Under Examination
Approved for Publication
Jan 6, 2026
Published for Opposition
Jan 6, 2026
Registered

Attorney Assistance

Published for Opposition
Due: Feb 05, 2026 18 days

Trademark Image

EXPERT ADVICE. EXCEPTIONAL CARE. ENDURING PEACE OF MIND.

Basic Information

Serial Number
99293795
Filing Date
July 21, 2025
Published for Opposition
January 6, 2026
Drawing Code
4

Status Summary

Current Status
Active
Status Code
686
Status Date
Jan 6, 2026
Application
Pending
Classes
036

Rights Holder

HB WEALTH MANAGEMENT, LLC

16
Address
3550 LENOX ROAD NE, SUITE 2700
Atlanta, GA 30326

Ownership History

HB WEALTH MANAGEMENT, LLC

Original Applicant
16
Atlanta, GA

HB WEALTH MANAGEMENT, LLC

Owner at Publication
16
Atlanta, GA

Legal Representation

Attorney
Sarah H. Parker

USPTO Deadlines

Next Deadline
18 days remaining
Published for Opposition
Due Date
February 05, 2026
Extension Available
Until March 05, 2026

Application History

15 events
Date Code Type Description Documents
Jan 6, 2026 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Jan 6, 2026 PUBO A PUBLISHED FOR OPPOSITION Loading...
Dec 31, 2025 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Dec 9, 2025 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Dec 9, 2025 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Dec 9, 2025 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Dec 9, 2025 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Dec 9, 2025 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Dec 8, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Dec 8, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Dec 8, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Dec 8, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Nov 25, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jul 21, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
Jul 21, 2025 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 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

Additional Information

Pseudo Mark
EXPERT ADVICE EXCEPTIONAL CARE ENDURING PEACE OF MIND

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"EXPERT ADVICE"