USPTO serial 99853356
PREFERRED LIFE ASSESSMENT
Reviewed by CopyMark Law Group
Status 688Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- LATTUCA, FRANK J
- Law office
- INTENT TO USE SECTION
What this means
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
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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; business administrative services for medical referrals. | 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 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 | ACTIVE | — |
| 039 | 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. | 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, namely, conducting classes, seminars, workshops, and webinars in the field of family governance and wealth succession; educational services, namely, conducting classes, seminars, workshops, and webinars in the field of philanthropic and charitable causes. | ACTIVE | — |
| 044 | 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. | ACTIVE | — |
| 045 | 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. | 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 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 PREFERRED LIFE ASSESSMENT
- Prosecution event NOAM explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 3, 2026 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Sep 8, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 8, 2026 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Sep 2, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 12, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 11, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 11, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 11, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 31, 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. |
| Jul 31, 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. |
| Jul 31, 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. |
| Jul 29, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| May 29, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| May 29, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 29, 2026 | NWAP | NEW APPLICATION ENTERED | — |