USPTO serial 99850957
PATHFORWARD
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- SALES, HEATHER ALISON
- Law office
- TMO LAW OFFICE 122
What this means
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
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Current trademark owner
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kristine M. Young
Kristine M. Young MAYER BROWN LLPP.O. Box 2828Chicago, IL 60690-2828United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | 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 | ACTIVE | — |
| 036 | 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; 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 distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management | ACTIVE | — |
| 039 | Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services | ACTIVE | — |
| 041 | Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; 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; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes | ACTIVE | — |
| 044 | Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services | ACTIVE | — |
| 045 | Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Pathstone Family Office, LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 039
- Other trademarks in Class 041
- Other trademarks in Class 044
- Other trademarks in Class 045
- Similar marks named PATHFORWARD
- Prosecution event GNRN explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 7, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 7, 2026 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 7, 2026 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Sep 28, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 27, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 28, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| May 28, 2026 | NWAP | NEW APPLICATION ENTERED | — |