| Serial Number | 97218150 |
| Word Mark | ESTATE PORTFOLIO MGT INC. WWW.EPMFUND.COM |
| Filing Date | Thursday, January 13, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 28, 2023 |
| Registration Number | 6989732 |
| Registration Date | Tuesday, February 28, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 13, 2022 |
| Description of Mark | The mark consists of the wording "ESTATE PORTFOLIO MGT INC. www.epmfund.com" superimposed over a mountain and river scene with an abstract flag design to the left of the words. The flag is composed of three downward facing arcs on the left and three upward facing arcs on the right. |
| Goods and Services | Financial management; Financial services, namely, wealth management services |
| Disclaimer with Predetermined Text | "ESTATE PORTFOLIO MGT INC" |
| 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 | Thursday, January 20, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, January 1, 2022 |
| First Use In Commerce Date | Saturday, January 1, 2022 |
| Party Name | Estate Portfolio Management, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | BOCA RATON, FL 33432 |
| Party Name | Estate Portfolio Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | BOCA RATON, FL 33432 |
| Party Name | Estate Portfolio Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Wesley Chapel, FL 33544 |
| Event Date | Event Description |
| Tuesday, February 28, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, February 28, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 13, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, December 13, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, December 13, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, December 13, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 13, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 23, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 8, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, November 7, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, November 7, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, November 7, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, October 27, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 27, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, October 27, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, October 20, 2022 | ASSIGNED TO EXAMINER |
| Friday, January 21, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, January 20, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, January 17, 2022 | NEW APPLICATION ENTERED |