EPIC SUCCEED MODEL

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 12 Mar 2026 filing date already counts against anyone who files later.

Record

Serial number

99699182

Mark type

Stylized text

Filed

12 Mar 2026

Published for opposition

21 Jul 2026

Goods and services

• Class 036 — Insurance and financial services: Financial investment in the field of real estate; Real estate investment services; Investment management in the fields of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment fund management services; Private equity fund investment services; Private equity consultant services; Capital investment services; Equity capital investment; Management of a capital investment fund; Capital investment consulting; Providing venture capital, development capital, private equity and investment funding; Capital investment consultancy; Capital investment; Investment advice in the fields of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Investment consultation in the fields of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquistions and private equity investment strategies; Financial administration of retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment management; Management of private equity funds
• Class 041 — Education and entertainment services: Education services, namely, providing non-downloadable webinars in the field of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Educational services, namely, providing online instruction in the field of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Providing continuing business education courses; Education services, namely, providing on-line recordings, webinars, classes, seminars, and podcasts in the field of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Production and distribution of videos in the field of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, and retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Educational services, namely, providing classes, seminars, workshops, presentations and retreats in the field of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Educational services, namely, conducting recordings, webinars, classes, seminars, and podcasts in the field of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies

Owner

• Epic Capital Funds, Meridian, ID, US
• Epic Capital Funds, Meridian, ID, US

Prosecution history

• 09 Sept 2026 — WITHDRAWAL OF ATTORNEY GRANTED
• 09 Sept 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED
• 09 Sept 2026 — WITHDRAWAL OF ATTORNEY GRANTED
• 09 Sept 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED
• 08 Sept 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
• 08 Sept 2026 — REGISTERED-PRINCIPAL REGISTER
• 21 Jul 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 21 Jul 2026 — PUBLISHED FOR OPPOSITION
• 15 Jul 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 22 Jun 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 22 Jun 2026 — ASSIGNED TO EXAMINER
• 12 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 12 Mar 2026 — APPLICATION FILING RECEIPT MAILED
• 12 Mar 2026 — NEW APPLICATION ENTERED