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

TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 13, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 13, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 13, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 5, 2026 GNRN
NON-FINAL ACTION E-MAILED
Oct 5, 2026 GNRT
NON-FINAL ACTION WRITTEN
Oct 5, 2026 CNRT
ASSIGNED TO EXAMINER
Sep 28, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 28, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Jul 14, 2026 MAFR
NEW APPLICATION ENTERED
Jul 14, 2026 NWAP