PATHSTONE Trademark
Trademark Overview
On Tuesday, May 19, 2026, a trademark application was filed for PATHSTONE with the United States Patent and Trademark Office. The USPTO has given the PATHSTONE trademark a serial number of 99833031. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, May 19, 2026. This trademark is owned by Pathstone Family Office, LLC. The PATHSTONE 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
Wellness consultancy in the field of lifestyle and nutrition for financial planning clients; providing information in the field of wellness and lifestyle management in connection with wealth management services
Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services
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
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,...
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...
General Information
| Serial Number | 99833031 |
| Word Mark | PATHSTONE |
| Filing Date | Tuesday, May 19, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, May 19, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | 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 |
| Goods and Services | Wellness consultancy in the field of lifestyle and nutrition for financial planning clients; providing information in the field of wellness and lifestyle management in connection with wealth management services |
| Pseudo Mark | PATH STONE |
| Goods and Services | Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services |
| Goods and Services | 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 |
| Goods and Services | 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, and career and professional development; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes |
| Goods and 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 assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 19, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, October 8, 2025 |
| First Use In Commerce Date | Wednesday, October 8, 2025 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 19, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, October 8, 2025 |
| First Use In Commerce Date | Wednesday, October 8, 2025 |
| International Class | 039 - Transport; packaging and storage of goods; travel arrangement. |
| US Class Codes | 100, 105 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 19, 2026 |
| Primary Code | 039 |
| First Use Anywhere Date | Wednesday, October 8, 2025 |
| First Use In Commerce Date | Wednesday, October 8, 2025 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 19, 2026 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, October 8, 2025 |
| First Use In Commerce Date | Wednesday, October 8, 2025 |
| International Class | 044 - Medical services; veterinary services; hygienic and beauty care for human beings or animals; agriculture, horticulture and forestry services. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 19, 2026 |
| Primary Code | 044 |
| First Use Anywhere Date | Wednesday, October 8, 2025 |
| First Use In Commerce Date | Wednesday, October 8, 2025 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 19, 2026 |
| Primary Code | 045 |
| First Use Anywhere Date | Wednesday, October 8, 2025 |
| First Use In Commerce Date | Wednesday, October 8, 2025 |
Trademark Owner History
| Party Name | Pathstone Family Office, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Englewood, NJ 07631
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, May 19, 2026 | NEW APPLICATION ENTERED |
| Tuesday, May 19, 2026 | APPLICATION FILING RECEIPT MAILED |
