TrademarkDir
EP WEALTH ADVISORS
LIVE

Serial Number

88547017

Owner

EP Wealth Advisors, LLC

Attorney

John Begakis, Esq.

First Use Date

Jan 11, 2016

Filing Date

Jul 29, 2019

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EP WEALTH ADVISORS Trademark

Serial Number: 88547017 • Registration: 6172577

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

October 13, 2020

First Use Anywhere

January 11, 2016

First Use in Commerce

January 11, 2016

Published for Opposition

July 28, 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
Oct 13, 2025 REM1
REGISTERED-PRINCIPAL REGISTER
Oct 13, 2020 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 28, 2020 NPUB
PUBLISHED FOR OPPOSITION
Jul 28, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 8, 2020 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 22, 2020 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 16, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 16, 2020 CRFA
ASSIGNED TO LIE
Jun 16, 2020 ALIE
NOTICE OF REVIVAL - E-MAILED
Jun 8, 2020 NREV
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 8, 2020 TROA
PETITION TO REVIVE-GRANTED
Jun 8, 2020 PETG
TEAS PETITION TO REVIVE RECEIVED
Jun 8, 2020 PROA
ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Jun 4, 2020 MAB2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Jun 4, 2020 ABN2
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
NOTICE OF DESIGN SEARCH CODE E-MAILED
Aug 10, 2019 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 9, 2019 NWOS
NEW APPLICATION ENTERED
Aug 1, 2019 NWAP

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