Legal Representation
Attorney
Sarah Parker
Application History
5 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 18, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Dec 17, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 11, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 4, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Aug 4, 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
Design Mark
The mark consists of an upper-case "H" and an upper-case "B" merged together side-by-side and superimposed.
Pseudo Mark
HOMRICH BERG
Classification
International Classes
036