FINDING MEANING IN MONEY

What this means for you

Not registered yet, but its 09 Jun 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99874555

Mark type

Stylized text

Filed

09 Jun 2026

Attorney of record

Kristine M. Young

Goods and services

• Class 035 — Advertising and business services: Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services; business administrative services for medical referrals
• Class 036 — Insurance and financial services: Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services relating to liquidity and cash flow planning; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and cash distribution planning for individuals, families, and institutional clients; financial planning services for liquidity events, namely, structuring cash flow, reserves, and distributions; financial liability management services, namely, financial risk management and debt management consultation; Financial portfolio management; Investment of funds for others; Strategic allocation of financial assets for investment purposes; Selection of financial investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable financial investment advisory services; Trust services, namely, investment and trust company services; financial and real estate trust management services; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services, namely, fiduciary representative services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management
• Class 039 — Transportation and storage services: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel booking agency services; travel consultancy; travel advisory services, namely, coordinating travel arrangements for individuals and groups
• Class 041 — Education and entertainment services: Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development
• Class 044 — Medical, beauty and agricultural services: Health care consultancy; health counseling; providing information in the field of health and wellness; providing information relating to health care; providing health information; providing information relating to medical services
• Class 045 — Legal and security services: Personal lifestyle consulting services in the field of family governance, namely, consulting regarding family communication, family decision-making, and governance protocols for multigenerational families; personal planning services, namely personal security consultation for the physical protection of individuals and tangible personal property; organizing meetings of families for personal purposes, namely, to discuss family communication, family decision-making, and family governance protocols; organizing family retreats for personal purposes, namely, to facilitate family communication, family decision-making, and family governance and legacy planning.; Personal concierge services comprising making requested personal arrangements and reservations and providing customer-specific information to meet individual needs; Personal services, namely, consultation in the field of divorce

Owner

• Pathstone Family Office, LLC, Englewood, NJ, US

Prosecution history

• 10 Sept 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 10 Sept 2026 — FINAL REFUSAL E-MAILED
• 10 Sept 2026 — FINAL REFUSAL WRITTEN
• 02 Sept 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 02 Sept 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 02 Sept 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 31 Jul 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 31 Jul 2026 — NON-FINAL ACTION E-MAILED
• 31 Jul 2026 — NON-FINAL ACTION WRITTEN
• 29 Jul 2026 — ASSIGNED TO EXAMINER
• 09 Jun 2026 — APPLICATION FILING RECEIPT MAILED
• 09 Jun 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 09 Jun 2026 — NEW APPLICATION ENTERED