| Serial Number | 87678989 |
| Word Mark | MOMENTUM 401K PLAN SOLUTIONS BY EPIC |
| Filing Date | Thursday, November 9, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 25, 2018 |
| Registration Number | 5572070 |
| Registration Date | Tuesday, September 25, 2018 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 17, 2018 |
| Description of Mark | The mark consists of the letters "MOMENTUM 401K PLAN SOLUTIONS BY EPIC" with "MOMENTUM" on the top with rings for the "O' and underneath "401K PLAN SOLUTIONS BY EPIC" below, with each letter of "EPIC' inside a square with the bottom portion of each square under each letter shown. The left bottom corner of the square that contains the letter "E" is rounded. |
| Pseudo Mark | MOMENTUM FOUR HUNDRED ONE K PLAN SOLUTIONS BY EPIC |
| Goods and Services | financial consulting services; retail property, casualty workers compensation and employee benefits insurance brokerage; insurance services in the nature of loss control management for others; financial risk management services and claims advocacy in the nature of insurance claims administration, insurance claims processing, insurance administration services, namely, assisting others with adjusting insurance claims |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "401K PLAN SOLUTIONS BY" |
| 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 | Monday, November 20, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 5, 2017 |
| First Use In Commerce Date | Tuesday, December 5, 2017 |
| Party Name | Edgewood Partners Insurance Center |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94111 |
| Party Name | Edgewood Partners Insurance Center |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Party Name | Edgewood Partners Insurance Center |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Event Date | Event Description |
| Monday, September 25, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, October 5, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, October 5, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, October 5, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, October 5, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, October 5, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, September 25, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 21, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, August 20, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, August 4, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, July 9, 2018 | USE AMENDMENT FILED |
| Saturday, August 4, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, July 9, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, June 12, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 17, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 17, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 28, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, March 8, 2018 | ASSIGNED TO LIE |
| Friday, March 2, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, March 2, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, March 2, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 2, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 28, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 28, 2018 | NON-FINAL ACTION E-MAILED |
| Wednesday, February 28, 2018 | NON-FINAL ACTION WRITTEN |
| Wednesday, February 21, 2018 | ASSIGNED TO EXAMINER |
| Tuesday, November 21, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, November 20, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, November 13, 2017 | NEW APPLICATION ENTERED |