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Official data from USPTO

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Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

INVEST IN WHAT'S IMPORTANT

ST13

US500000088547055

Class

36

Filing

88547055

Registration

6279973

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

20

Latest update

03/03/2026

Trademark type

Word

Nice classes

36

Filing date

07/29/2019

Registration date

03/02/2021

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/02/2021

Last transaction

03/03/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

01/11/2016

First use in commerce

01/11/2016

Drawing code

4

Owner type

16

Owner location

Torrance, CA, US

Examiner

RADEMACHER, APRIL LUEDERS

Law office

L80

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

EP Wealth Advisors, LLC

Representatives

John Begakis, Esq. ALTVIEW LAW GROUP, LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

financial servicesproviding wealth managementtax and estate planningother financial planning related services

Publications

History of USPTO decisions and trademark events.

20 publications found

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

03/02/2026

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

12/23/2025

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

12/11/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

03/02/2021

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

12/15/2020

PUBO

PUBLISHED FOR OPPOSITION

12/15/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

11/25/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

11/09/2020

GNS3

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

04/17/2020

GNSL

LETTER OF SUSPENSION E-MAILED

04/17/2020

CNSL

SUSPENSION LETTER WRITTEN

04/17/2020

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/26/2020

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/25/2020

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

03/25/2020

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

10/31/2019

GNRT

NON-FINAL ACTION E-MAILED

10/31/2019

CNRT

NON-FINAL ACTION WRITTEN

10/31/2019

DOCK

ASSIGNED TO EXAMINER

10/22/2019

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

08/09/2019

NWAP

NEW APPLICATION ENTERED

08/01/2019

Continuous trademark protection

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