PATHSTONE RELATIONSHIP OS
Live / Allowed — Approved for publication (as of 16 Oct 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 14 Jul 2026 filing date already counts against anyone who files later.
Record
- Serial number
- 99939728
- Mark type
- Word mark
- Filed
- 14 Jul 2026
- Attorney of record
- Kristine M. Young
Goods and services
- Class 042 — Scientific and technological services: Providing online non-downloadable software using artificial intelligence (AI) for reviewing, analyzing, organizing, summarizing, and generating reports from client information in the fields of tax planning, business planning, business succession planning, business management, risk and regulatory compliance management, financial planning, financial investments, financial valuations, wealth management, investment advisory services, investment management, estate planning, trust management, family governance, wellness and lifestyle management, personal planning, and personal concierge services.
Owner
- Pathstone Family Office, LLC, Englewood, NJ, US
Prosecution history
- 16 Oct 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 13 Oct 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 13 Oct 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 13 Oct 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 05 Oct 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 05 Oct 2026 — NON-FINAL ACTION E-MAILED
- 05 Oct 2026 — NON-FINAL ACTION WRITTEN
- 28 Sept 2026 — ASSIGNED TO EXAMINER
- 28 Sept 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 14 Jul 2026 — APPLICATION FILING RECEIPT MAILED
- 14 Jul 2026 — NEW APPLICATION ENTERED