| Serial Number | 88547017 |
| Word Mark | EP WEALTH ADVISORS |
| Filing Date | Monday, July 29, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 13, 2020 |
| Registration Number | 6172577 |
| Registration Date | Tuesday, October 13, 2020 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 28, 2020 |
| NOT AVAILABLE | "WEALTH ADVISORS" |
| Description of Mark | The mark consists of a box with rounded corners, with the lower-case letters "e" and "p" side-by-side in white against a dark blue background and just to the left of a white sideways arrow, with the remainder of the box in light blue, and the word "wealth" above the word "advisors" in light blue outside, and just to the right of, the box on a white background. |
| Goods and Services | financial services, namely, wealth management services, tax and estate planning services, and other financial planning related services |
| Indication of Colors claimed | The color(s) white, dark blue and light blue is/are claimed as a feature of the mark. |
| 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 | Monday, January 11, 2016 |
| First Use In Commerce Date | Monday, January 11, 2016 |
| 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 |
| Saturday, August 10, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 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 |
| Thursday, June 4, 2020 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Thursday, June 4, 2020 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Monday, June 8, 2020 | TEAS PETITION TO REVIVE RECEIVED |
| Monday, June 8, 2020 | PETITION TO REVIVE-GRANTED |
| Monday, June 8, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 8, 2020 | NOTICE OF REVIVAL - E-MAILED |
| Tuesday, June 16, 2020 | ASSIGNED TO LIE |
| Tuesday, June 16, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 16, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 22, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 8, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 28, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 28, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 13, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, October 13, 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 |
| Tuesday, December 23, 2025 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |