| Serial Number | 88546971 |
| Word Mark | EP WEALTH ADVISORS |
| Filing Date | Monday, July 29, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 28, 2020 |
| Registration Number | 6111297 |
| Registration Date | Tuesday, July 28, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 12, 2020 |
| NOT AVAILABLE | "WEALTH ADVISORS" |
| Goods and Services | financial services, namely, wealth management services, tax and estate planning services, and other financial planning related services |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 9, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, December 31, 2004 |
| First Use In Commerce Date | Friday, December 31, 2004 |
| Party Name | EP WEALTH ADVISORS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | TORRANCE, CA 90503 |
| Party Name | EP Wealth Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Torrance, CA 90503 |
| Party Name | EP Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Torrance, CA 90503 |
| Party Name | EP Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Torrance, CA 90503 |
| Event Date | Event Description |
| Thursday, August 1, 2019 | NEW APPLICATION ENTERED |
| Friday, August 9, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, October 22, 2019 | ASSIGNED TO EXAMINER |
| Thursday, October 31, 2019 | NON-FINAL ACTION WRITTEN |
| Thursday, October 31, 2019 | NON-FINAL ACTION E-MAILED |
| Thursday, October 31, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, March 25, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 25, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 26, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, March 28, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 22, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 12, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 12, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 28, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, July 28, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, October 28, 2025 | TEAS SECTION 8 RECEIVED |
| Thursday, December 11, 2025 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, December 17, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, December 23, 2025 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |