Serial Number
99939728
Owner
Pathstone Family Office, LLCAttorney
Kristine M. YoungFiling Date
Jul 14, 2026
PATHSTONE RELATIONSHIP OS Trademark
Serial Number: 99939728
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Kristine M. Young Mayer Brown LLP
P.O. Box 2828
Chicago, IL 60690-2828
United States
Trademark Details
Filing Date
July 14, 2026
Registration Date
Not Registered
Goods & 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.
Filing History
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