USPTO trademark

PREFERRED LIFE

Opposition periodUSPTOWord markClass 35Class 36Class 39Class 41+2

"PREFERRED LIFE" is a word mark owned by Pathstone Family Office, LLC, filed at the USPTO on May 29, 2026. It is in its opposition period and covers classes 35, 36, 39, 41, 44 and 45.

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Official USPTO record
PREFERRED LIFE trademark as filed
As filed with the USPTO
Status
Opposition period
Since September 8, 2026
Filed
May 29, 2026
Registered
Not yet
Expires
Not recorded
Application no.
99853310
Registration no.
Not yet
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
6 classes
Ownership

Who owns PREFERRED LIFE

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

Pathstone Family Office, LLC

Englewood, United States

29 trademarks in the portfolioView company

Representative

Kristine M. Young

Mayer Brown LLP

Goods and services

What the mark covers

The products and services PREFERRED LIFE is filed for, grouped by Nice class.

  • 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.

  • 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

  • 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.

  • 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.

  • 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.

  • 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.

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Official gazette publication confirmation e-mailed
  2. Published for opposition
  3. Notification of notice of publication e-mailed
  4. Approved for pub - principal register
  5. Teas/email correspondence entered
  6. Correspondence received in law office
  7. Teas response to office action received
  8. Notification of non-final action e-mailed
  9. Non-final action e-mailed
  10. Non-final action written

4 earlier steps on the official record.

FAQ

About PREFERRED LIFE

Who owns the trademark "PREFERRED LIFE"?

The USPTO trademark "PREFERRED LIFE" (application 99853310) is owned by Pathstone Family Office, LLC.

What is the status of "PREFERRED LIFE"?

Its status at the USPTO is: opposition period.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull PREFERRED LIFE and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019e7c71-d3e0-76f8-8a77-55ad5c6bee38
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019e7c71-d3e0-76f8-8a77-55ad5c6bee38",
  "object": "trademark",
  "mark_text": "PREFERRED LIFE",
  "status": {
    "primary": "pending",
    "stage": "pending_opposition"
  },
  "office_code": "US",
  "application_number": "99853310",
  "filing_date": "2026-05-29",
  "nice_classes": [
    35,
    36,
    39,
    41,
    44,
    45
  ],
  "owners": [
    {
      "name": "Pathstone Family Office, LLC",
      "entity_id": "ent_019eb708-1895-766d-bd56-01955332ff29"
    }
  ]
}