TrademarkDir
EP WEALTH ADVISORS
LIVE

Serial Number

88546971

Owner

EP Wealth Advisors, LLC

Attorney

John Begakis, Esq.

First Use Date

Dec 31, 2004

Filing Date

Jul 29, 2019

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EP WEALTH ADVISORS Trademark

Serial Number: 88546971 • Registration: 6111297

EP WEALTH ADVISORS is a trademark filed by EP Wealth Advisors, LLC on July 29, 2019. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

EP Wealth Advisors, LLC (4 trademarks)

Suite 1200
Torrance, CA 90503

Entity Type: 16

Trademark Details

Filing Date

July 29, 2019

Registration Date

July 28, 2020

First Use Anywhere

December 31, 2004

First Use in Commerce

December 31, 2004

Published for Opposition

May 12, 2020

Goods & Services

financial services, namely, wealth management services, tax and estate planning services, and other financial planning related services

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Mar 22, 2026 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Mar 22, 2026 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Mar 20, 2026 APRE
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 23, 2025 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 11, 2025 ASCK
TEAS SECTION 8 RECEIVED
Oct 28, 2025 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jul 28, 2025 REM1
REGISTERED-PRINCIPAL REGISTER
Jul 28, 2020 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 12, 2020 NPUB
PUBLISHED FOR OPPOSITION
May 12, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 22, 2020 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 28, 2020 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 26, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 25, 2020 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 25, 2020 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 31, 2019 GNRN
NON-FINAL ACTION E-MAILED
Oct 31, 2019 GNRT
NON-FINAL ACTION WRITTEN
Oct 31, 2019 CNRT
ASSIGNED TO EXAMINER
Oct 22, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 9, 2019 NWOS
NEW APPLICATION ENTERED
Aug 1, 2019 NWAP

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