| Serial Number | 87905386 |
| Word Mark | GATHER FINANCIAL |
| Filing Date | Thursday, May 3, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 20, 2021 |
| Registration Number | 6329176 |
| Registration Date | Tuesday, April 20, 2021 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 25, 2018 |
| NOT AVAILABLE | "FINANCIAL" |
| Goods and Services | Advice relating to investments; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advice in the fields of retirement; Investment consultancy; Investment consultation in the fields of retirement; On-line financial planning services; Providing financial assessment services to individuals; Providing financial consultation services to individuals; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations |
| 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, May 11, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, November 3, 2020 |
| First Use In Commerce Date | Tuesday, November 3, 2020 |
| 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 | Wealth Gathering LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Falmouth, ME 04105 |
| Party Name | Wealth Gathering LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Falmouth, ME 04105 |
| Party Name | Wealth Gathering LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Falmouth, ME 04105 |
| Event Date | Event Description |
| Monday, May 7, 2018 | NEW APPLICATION ENTERED |
| Friday, May 11, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 9, 2018 | ASSIGNED TO EXAMINER |
| Monday, August 13, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, August 13, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Monday, August 13, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, August 13, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Monday, August 13, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, August 23, 2018 | ASSIGNED TO LIE |
| Wednesday, September 5, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 25, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 25, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 20, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, May 15, 2019 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, May 15, 2019 | SOU EXTENSION 1 FILED |
| Wednesday, May 15, 2019 | SOU EXTENSION 1 GRANTED |
| Friday, May 17, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, November 18, 2019 | SOU TEAS EXTENSION RECEIVED |
| Monday, November 18, 2019 | SOU EXTENSION 2 FILED |
| Monday, November 18, 2019 | SOU EXTENSION 2 GRANTED |
| Wednesday, November 20, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, May 13, 2020 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, May 13, 2020 | SOU EXTENSION 3 FILED |
| Wednesday, May 13, 2020 | SOU EXTENSION 3 GRANTED |
| Friday, May 15, 2020 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, September 16, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, September 30, 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, September 16, 2020 | USE AMENDMENT FILED |
| Thursday, October 1, 2020 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, October 26, 2020 | SU - NON-FINAL ACTION - WRITTEN |
| Monday, October 26, 2020 | NON-FINAL ACTION E-MAILED |
| Monday, October 26, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, November 19, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, November 20, 2020 | SOU TEAS EXTENSION RECEIVED |
| Monday, February 22, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, February 22, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, March 18, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, March 19, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, April 20, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Monday, December 1, 2025 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, December 1, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, December 23, 2025 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |