| Serial Number | 87329230 |
| Word Mark | EPIC ENHANCED PORTFOLIO & INVESTMENT CENTRE |
| Filing Date | Wednesday, February 8, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, March 20, 2024 |
| Registration Number | 5295453 |
| Registration Date | Tuesday, September 26, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 11, 2017 |
| Description of Mark | The mark consists of the word "EPIC" in large capital letters, in the color steel blue; the letter "I" in "EPIC" is smaller than the other letters, and a boat steering wheel, with four spokes, a three quarter circle, and a dot in the middle, which appears to be the period above the letter "I", is in the color deep sky blue; below the word "EPIC", there are two lines of additional text, in smaller letters, all capitalized, in the color steel blue: first line - "ENHANCED PORTFOLIO"; second line - "& INVESTMENT CENTRE". |
| Pseudo Mark | EPIC ENHANCED PORTFOLIO AND INVESTMENT CENTRE |
| Goods and Services | Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services |
| Indication of Colors claimed | The color(s) steel blue and deep sky blue is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "ENHANCED PORTFOLIO & INVESTMENT CENTRE " |
| 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 | Tuesday, February 14, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, December 7, 2016 |
| First Use In Commerce Date | Monday, February 6, 2017 |
| Party Name | The Pacific Financial Group, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Bellevue, WA 98005 |
| Party Name | The Pacific Financial Group, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Bellevue, WA 98004 |
| Party Name | The Pacific Financial Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Bellevue, WA 98004 |
| Event Date | Event Description |
| Wednesday, March 20, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, March 20, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, March 20, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, September 25, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, September 26, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, September 26, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 11, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 11, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 21, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, April 28, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, April 28, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Friday, April 28, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, April 28, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Friday, April 28, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, April 26, 2017 | ASSIGNED TO EXAMINER |
| Wednesday, February 15, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, February 14, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 13, 2017 | NEW APPLICATION ENTERED |