USPTO serial 88547017
EP WEALTH ADVISORS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 13, 2020
- Examiner
- RADEMACHER, APRIL LUEDERS
- Law office
- Historical data usage
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
John Begakis, Esq.
John Begakis, Esq. ALTVIEW LAW GROUP, LLP9454 WILSHIRE BOULEVARDSUITE 825BEVERLY HILLS, CA 90212Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | financial services, namely, wealth management services, tax and estate planning services, and other financial planning related services | ACTIVE | Jan 11, 2016 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by EP Wealth Advisors, LLC
- Other trademarks owned by EP Wealth Advisors, LLC
- Other trademarks owned by EP Wealth Advisors, LLC
- Other trademarks in Class 036
- Similar marks named EP WEALTH ADVISORS
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 22, 2026 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Mar 22, 2026 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Mar 20, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 23, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 11, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Oct 28, 2025 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Oct 13, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Oct 13, 2020 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jul 28, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 28, 2020 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jul 8, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 22, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 16, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 16, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 16, 2020 | ALIE | ASSIGNED TO LIE | — |
| Jun 8, 2020 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Jun 8, 2020 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 8, 2020 | PETG | PETITION TO REVIVE-GRANTED | — |
| Jun 8, 2020 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Jun 4, 2020 | MAB2 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Jun 4, 2020 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Oct 31, 2019 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 31, 2019 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 31, 2019 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 22, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 10, 2019 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Aug 9, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 1, 2019 | NWAP | NEW APPLICATION ENTERED | — |