Trademark Search  /  PLAN FOR WHAT'S IMPORTANT

PLAN FOR WHAT'S IMPORTANT

● Live · Registered

U.S. federal trademark · Serial No. 99644573 · Reg. No. 8411931

Mark
PLAN FOR WHAT'S IMPORTANT
Status
Registered
Serial Number
99644573
Registration No.
8411931
Filing Date
February 10, 2026
Registration Date
August 25, 2026
Class(es)
Class 036

Owners

EP Wealth Advisors, LLC
16 · Torrance, CA, US
EP Wealth Advisors, LLC
16 · Torrance, CA, US
EP Wealth Advisors, LLC
16 · Torrance, CA, US

Goods & Services

Financial wealth management services; Financial planning; Financial planning, namely, namely, wealth management services, tax and estate planning services, and other financial planning related services

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.