Who owns the EP WEALTH ADVISORS trademark?

The EP WEALTH ADVISORS trademark is owned by EP Wealth Advisors, LLC.

What class is the EP WEALTH ADVISORS trademark registered in?

The EP WEALTH ADVISORS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for EP WEALTH ADVISORS?

The USPTO serial number for EP WEALTH ADVISORS is 88546971.

What is the registration number for EP WEALTH ADVISORS?

EP WEALTH ADVISORS is registered under USPTO registration number 6111297.

Sealvo

Home Search: EP WEALTH ADVISORSEP WEALTH ADVISORS #88546971

Back

Updated Sep 27, 2026·11 searches this week

View on USPTO TSDR Find similar marks

EPW

USPTO Trademark Record

REGISTERED

EP WEALTH ADVISORS

SN 88546971·Reg 6111297·Filed Jul 29, 2019

Owner EP Wealth Advisors, LLC

Financial, monetary and banking services; insurance services; real estate services.

EP WEALTH ADVISORS (Serial No. 88546971), Registration No. 6111297, is a registered US trademark filed on Jul 29, 2019 by EP Wealth Advisors, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: July 29, 2030

Conflict Analysis

Full conflict analysis for EP WEALTH ADVISORS (SN 88546971) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.

Mark Intelligence

EP WEALTH ADVISORS (Reg. #6111297) is a registered US trademark that has been protecting its owner, EP Wealth Advisors, LLC, since 2019. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Jul 29, 2019

SERIAL

88546971

REG#

6111297

REGISTERED

Jul 28, 2020

Filing Information

StatusREGISTERED

Filing DateJul 29, 2019

Serial Number88546971

Registration No.6111297

Registration DateJul 28, 2020

Status DateMar 22, 2026

Published for OppositionMay 12, 2020

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 Accepted

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 31, 2004

First use in commerce: Dec 31, 2004

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Run a conflict check

Search by serial number, mark name, or logo. See conflicting marks ranked by risk with clear explanations of what contributed.

Run conflict check

Status History

21 events

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Mar 22, 2026

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Mar 22, 2026

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Mar 20, 2026

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Dec 23, 2025

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Dec 11, 2025

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

TEAS SECTION 8 RECEIVED

Oct 28, 2025

TEAS SECTION 8 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Jul 28, 2025

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-PRINCIPAL REGISTER

Jul 28, 2020

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

May 12, 2020

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 12, 2020

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 22, 2020

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 28, 2020

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

Mar 26, 2020

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Mar 25, 2020

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Mar 25, 2020

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION WRITTEN

Oct 31, 2019

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Oct 31, 2019

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 31, 2019

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Oct 22, 2019

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Aug 09, 2019

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Aug 01, 2019

NEW APPLICATION ENTERED

Other Marks by EP Wealth Advisors, LLC

Additional USPTO filings from the same owner.

EPW

EP WEALTH ADVISORS

88547017

EP Wealth Advisors, LLC

REGISTERED

INV

INVEST IN WHAT'S IMPORTANT

88547055

EP Wealth Advisors, LLC

REGISTERED

PLA

PLAN FOR WHAT'S IMPORTANT

99644573

EP Wealth Advisors, LLC

PENDING

Other Marks in Class 036 — Insurance, financial & real estate services

Recently filed and registered marks in the same international class.

EPW

EP WEALTH ADVISORS

88547017

EP Wealth Advisors, LLC

REGISTERED

EVE

EVEREST WEALTH ADVISORS

88640352

Everest Wealth Advisors

REGISTERED

SOP

SOPHRONIA WEALTH ADVISORS

98956713

Sophronia Wealth Advisors, Inc.

REGISTERED

PMC

PMC. WEALTH ADVISORS

98650548

Flipout Academy, Inc.

REGISTERED

Other Marks by John Begakis, Esq.

Additional USPTO filings handled by the same attorney of record.

EPW

EP WEALTH ADVISORS

88547017

REGISTERED

DEE

DEEP FIX

90646035

REGISTERED

INV

INVEST IN WHAT'S IMPORTANT

88547055

REGISTERED

THE

THE C-WORD: CONSENT

88271713

ABANDONED

EP WEALTH ADVISORS

Run a conflict check

Other Marks by EP Wealth Advisors, LLC

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by John Begakis, Esq.

Get pre-filing clearance

Search 15M+ trademarks

Resources

Company