TEAS RF New Application

Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2021)

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Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2021)

Trademark/Service Mark Application, Principal Register

Serial Number: 88720410

Filing Date: 12/09/2019

To the Commissioner for Trademarks:

MARK: (Stylized and/or Design, see mark) The applicant is not claiming color as a feature of the mark. The mark consists of a square design comprised of various sized blocks.
The applicant, Pathstone Family Office, LLC, a limited liability company legally organized under the laws of Delaware, having an address of
      Suite 402
      10 Sterling Blvd.
      Englewood, New Jersey 07631
      United States

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

International Class 036:  Bill payment services; Estate planning; Financial consulting and advising in the field of mergers and acquisitions; Financial planning and investment advisory services; Financial services, namely, wealth management services

In International Class 036, the mark was first used by the applicant or the applicant's related company or licensee or predecessor in interest at least as early as 00/00/2010, and first used in commerce at least as early as 00/00/2010, and is now in use in such commerce. The applicant is submitting one(or more) specimen(s) showing the mark as used in commerce on or in connection with any item in the class of listed goods/services, consisting of a(n) website printouts advertising the services.

Original PDF file:
SPE0-6536662-20191205150133827445_._Spec_1.pdf
Converted PDF file(s) (9 pages)
Specimen File1
Specimen File2
Specimen File3
Specimen File4
Specimen File5
Specimen File6
Specimen File7
Specimen File8
Specimen File9
Original PDF file:
SPE0-6536662-20191205150133827445_._Spec_2.pdf
Converted PDF file(s) (7 pages)
Specimen File1
Specimen File2
Specimen File3
Specimen File4
Specimen File5
Specimen File6
Specimen File7
Original PDF file:
SPE0-6536662-20191205150133827445_._Spec_3.pdf
Converted PDF file(s) (1 page)
Specimen File1




The applicant hereby appoints Coti Heusmann. Other appointed attorneys are William D. Wiese. Coti Heusmann of DuBois, Bryant & Campbell, LLP, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
      Suite 2300
      303 Colorado
      Austin, Texas 78701
      United States
      512-457-8000(phone)
      512-457-8008(fax)
      cheusmann@dbcllp.com (authorized).
The attorney docket/reference number is 7630-601USTM.
Coti Heusmann submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S. Commonwealth or territory.

The applicant's current Correspondence Information:

Coti Heusmann

DuBois, Bryant & Campbell, LLP

Suite 2300       303 Colorado

Austin, Texas 78701

512-457-8000(phone)

512-457-8008(fax)

cheusmann@dbcllp.com; bwiese@dbcllp.com (authorized). Email Authorization: I authorize the USPTO to send email correspondence concerning the application to the applicant, the applicant's attorney, or the applicant's domestic representative at the email address provided in this application. I understand that a valid email address must be maintained and that the applicant or the applicant's attorney must file the relevant subsequent application-related submissions via the Trademark Electronic Application System (TEAS). Failure to do so will result in the loss of TEAS Reduced Fee status and a requirement to submit an additional processing fee of $125 per international class of goods/services.

A fee payment in the amount of $275 has been submitted with the application, representing payment for 1 class(es).

Declaration

	Basis: If the applicant is filing the application based on use in commerce under 15 U.S.C. § 1051(a): The signatory believes that the applicant is the owner of the trademark/service mark sought to be registered; The mark is in use in commerce on or in connection with the goods/services in the application; The specimen(s) shows the mark as used on or in connection with the goods/services in the application; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate. And/Or If the applicant is filing the application based on an intent to use the mark in commerce under 15 U.S.C. § 1051(b), § 1126(d), and/or § 1126(e): The signatory believes that the applicant is entitled to use the mark in commerce; The applicant has a bona fide intention to use the mark in commerce on or in connection with the goods/services in the application; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate.
	To the best of the signatory's knowledge and belief, no other persons, except, if applicable, concurrent users, have the right to use the mark in commerce, either in the identical form or in such near resemblance as to be likely, when used on or in connection with the goods/services of such other persons, to cause confusion or mistake, or to deceive.
	To the best of the signatory's knowledge, information, and belief, formed after an inquiry reasonable under the circumstances, the allegations and other factual contentions made above have evidentiary support.
	The signatory being warned that willful false statements and the like are punishable by fine or imprisonment, or both, under 18 U.S.C. § 1001, and that such willful false statements and the like may jeopardize the validity of the application or submission or any registration resulting therefrom, declares that all statements made of his/her own knowledge are true and all statements made on information and belief are believed to be true.

Declaration Signature

Signature: /Richard Tardiff/   Date: 12/09/2019
Signatory's Name: Richard Tardiff
Signatory's Position: General Counsel & Chief Compliance Officer
Payment Sale Number: 88720410
Payment Accounting Date: 12/09/2019

Serial Number: 88720410
Internet Transmission Date: Mon Dec 09 17:19:36 EST 2019
TEAS Stamp: USPTO/BAS-XX.XX.XX.X-2019120917193639919
5-88720410-700332af5478988d4607f79bbd9c2
b429d1cdec52a15c92d84a646a85913cd7a3d-CC
-19355937-20191205150133827445