EP WEALTH ADVISORS
Live / Registered — Registered — Section 8 accepted (as of 22 Mar 2026)
What this means for you
Registered since 13 Oct 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88547017
- Registration number
- 6172577
- Mark type
- Design + words
- Filed
- 29 Jul 2019
- Published for opposition
- 28 Jul 2020
- Registered
- 13 Oct 2020
- Attorney of record
- John Begakis, Esq.
Goods and services
- Class 036 — Insurance and financial services: financial services, namely, wealth management services, tax and estate planning services, and other financial planning related services
Owner
- EP Wealth Advisors, LLC, Torrance, CA, US
- EP Wealth Advisors, LLC, Torrance, CA, US
- EP Wealth Advisors, LLC, Torrance, CA, US
Prosecution history
- 22 Mar 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 22 Mar 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 20 Mar 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 Dec 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 11 Dec 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 28 Oct 2025 — TEAS SECTION 8 RECEIVED
- 13 Oct 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 13 Oct 2020 — REGISTERED-PRINCIPAL REGISTER
- 28 Jul 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 28 Jul 2020 — PUBLISHED FOR OPPOSITION
- 08 Jul 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 22 Jun 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 16 Jun 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 16 Jun 2020 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 16 Jun 2020 — ASSIGNED TO LIE