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PATHSTONE RELATIONSHIP OS

99939728 | Trademark citeCite Docket

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Filed July 14, 2026
Serial No. 99939728
Examining Attorney JUSTINE D PARKER
Class 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.; 100; 101
PATHSTONE RELATIONSHIP OS
Case Type Service mark
Status Approved by the examining attorney for publication but has not yet published for opposition. Although rare, withdrawal of approval prior to publication may occur after final review. The opposition period begins on the date of publication.
Last Updated: 1 day ago
Filing Date # Docket Text
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