PATHSTONE RELATIONSHIP OS
LIVE

Serial Number

99939728

Owner

Pathstone Family Office, LLC

Attorney

Kristine M. Young

Filing Date

Jul 14, 2026

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PATHSTONE RELATIONSHIP OS Trademark

Serial Number: 99939728

PATHSTONE RELATIONSHIP OS is a trademark filed by Pathstone Family Office, LLC on July 14, 2026. The trademark is classified under Class 42 (Computer & Scientific). The application is currently pending registration.

Owner Contact Info

Pathstone Family Office, LLC (29 trademarks)

Suite 402
Englewood, NJ 07631

Entity Type: 16

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

APPLICATION FILING RECEIPT MAILED
Jul 14, 2026 MAFR
NEW APPLICATION ENTERED
Jul 14, 2026 NWAP