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 88547017.

What is the registration number for EP WEALTH ADVISORS?

EP WEALTH ADVISORS is registered under USPTO registration number 6172577.

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EPW

USPTO Trademark Record

REGISTERED

EP WEALTH ADVISORS

SN 88547017·Reg 6172577·Filed Jul 29, 2019

Owner EP Wealth Advisors, LLC

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

EP WEALTH ADVISORS (Serial No. 88547017), Registration No. 6172577, 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: October 14, 2030

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Mark Intelligence

EP WEALTH ADVISORS (Reg. #6172577) 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

88547017

REG#

6172577

REGISTERED

Oct 13, 2020

Filing Information

StatusREGISTERED

Filing DateJul 29, 2019

Serial Number88547017

Registration No.6172577

Registration DateOct 13, 2020

Status DateMar 22, 2026

Published for OppositionJul 28, 2020

Filing Basis & Declarations

Filed 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: Jan 11, 2016

First use in commerce: Jan 11, 2016

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.

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Status History

28 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

Oct 13, 2025

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

REGISTERED-PRINCIPAL REGISTER

Oct 13, 2020

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Jul 28, 2020

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jul 28, 2020

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jul 08, 2020

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jun 22, 2020

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO LIE

Jun 16, 2020

ASSIGNED TO LIE

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 16, 2020

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Jun 16, 2020

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS PETITION TO REVIVE RECEIVED

Jun 08, 2020

TEAS PETITION TO REVIVE RECEIVED

PETITION TO REVIVE-GRANTED

Jun 08, 2020

PETITION TO REVIVE-GRANTED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jun 08, 2020

TEAS RESPONSE TO OFFICE ACTION RECEIVED

NOTICE OF REVIVAL - E-MAILED

Jun 08, 2020

NOTICE OF REVIVAL - E-MAILED

ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE

Jun 04, 2020

ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE

ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND

Jun 04, 2020

ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND

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

NOTICE OF DESIGN SEARCH CODE E-MAILED

Aug 10, 2019

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Aug 09, 2019

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Aug 01, 2019

NEW APPLICATION ENTERED

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