PATHWISE Trademark

Trademark Overview

On Thursday, March 5, 2015, a trademark application was filed for PATHWISE with the United States Patent and Trademark Office. The USPTO has given the PATHWISE trademark a serial number of 86554987. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, July 25, 2025. This trademark is owned by Pathwise Wealth Partners LLC. The PATHWISE trademark is filed in the Insurance & Financial Services category with the following description:

Services relating to comprehensive financial planning, wealth management, and investment management
pathwise

General Information

Serial Number86554987
Word MarkPATHWISE
Filing DateThursday, March 5, 2015
Status800 - REGISTERED AND RENEWED
Status DateFriday, July 25, 2025
Registration Number4909994
Registration DateTuesday, March 1, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 28, 2015

Trademark Statements

Pseudo MarkPATH WISE
Goods and ServicesServices relating to comprehensive financial planning, wealth management, and investment management

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 18, 2015
Primary Code036
First Use Anywhere DateMonday, June 1, 2015
First Use In Commerce DateMonday, June 1, 2015

Trademark Owner History

Party NamePathwise Wealth Partners LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressWalnut Creek, CA 94596
Party NamePathwise Wealth Partners LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPleasant Hill, CA 94523
Party NamePathwise Wealth Partners LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPleasant Hill, CA 94523

Trademark Events

Event DateEvent Description
Wednesday, March 18, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, March 19, 2015NOTICE OF PSEUDO MARK E-MAILED
Wednesday, June 10, 2015ASSIGNED TO EXAMINER
Wednesday, June 10, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, July 8, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, March 9, 2015NEW APPLICATION ENTERED
Tuesday, July 28, 2015PUBLISHED FOR OPPOSITION
Tuesday, July 28, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 22, 2015NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, November 30, 2015TEAS STATEMENT OF USE RECEIVED
Saturday, January 9, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, January 27, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, March 1, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, July 7, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, November 30, 2015USE AMENDMENT FILED
Saturday, January 9, 2016STATEMENT OF USE PROCESSING COMPLETE
Tuesday, January 26, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, July 7, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, July 7, 2020TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, July 7, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, March 1, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, March 3, 2021TEAS SECTION 8 & 15 RECEIVED
Tuesday, July 13, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sunday, March 2, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, July 13, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, July 13, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, March 3, 2025TEAS SECTION 8 & 9 RECEIVED
Thursday, March 6, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, March 6, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, July 25, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, July 25, 2025REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, July 25, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, July 25, 2025REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, March 6, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED

Related Keywords

pathwise management wealth investment planning financial relating comprehensive services