NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
03/22/2026
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Official data from USPTO
EP WEALTH ADVISORS
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: CombinedOffice: US
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
28
Latest update
03/23/2026
Classification
Registered
Trademark type
Combined
Nice classes
36
Filing date
07/29/2019
Registration date
10/13/2020
Expiration date
-
Recommended action
Perform a full collision analysis and validate classes before any filing or trademark investment.
Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/22/2026
Last transaction
03/23/2026
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Principal Register
First use anywhere
01/11/2016
First use in commerce
01/11/2016
Drawing code
3
Owner type
16
Owner location
Torrance, CA, US
Examiner
RADEMACHER, APRIL LUEDERS
Current location
Historical data usage
Mark description
The mark consists of a box with rounded corners, with the lower-case letters "e" and "p" side-by-side in white against a dark blue background and just to the left of a white sideways arrow, with the remainder of the box in light blue, and the word "wealth" above the word "advisors" in light blue outside, and just to the right of, the box on a white background.
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 serviceswealth management servicestax and estate planning servicesother financial planning related services
Publications
History of USPTO decisions and trademark events.
28 publications found
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
03/22/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/20/2026
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/23/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/11/2025
ES8R
TEAS SECTION 8 RECEIVED
10/28/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/13/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
10/13/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/28/2020
PUBO
PUBLISHED FOR OPPOSITION
07/28/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/08/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/22/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/16/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/16/2020
ALIE
ASSIGNED TO LIE
06/16/2020
NREV
NOTICE OF REVIVAL - E-MAILED
06/08/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/08/2020
PETG
PETITION TO REVIVE-GRANTED
06/08/2020
PROA
TEAS PETITION TO REVIVE RECEIVED
06/08/2020
MAB2
ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
06/04/2020
ABN2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
06/04/2020
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
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
08/10/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/09/2019
NWAP
NEW APPLICATION ENTERED
08/01/2019
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