Trademark Overview
On Thursday, May 28, 2026, a trademark application was filed for HERPATH with the United States Patent and Trademark Office. The USPTO has given the HERPATH trademark a serial number of 99851209. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, May 28, 2026. This trademark is owned by Pathstone Family Office, LLC. The HERPATH trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Transportation & Storage Services, Education & Entertainment Services, Medical & Beauty Services & Agricultural Services, Personal, and Legal & Social Services categories with the following description:
Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce
Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning,...
Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services
Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services
Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of ass...
Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services
