MILESTONE & CO., LLC

DOS Process Agent

Name	Role	Address
AMY FOGLE	DOS Process Agent	50 Fountain Plaza, Suite 1300, BUFFALO, NY, United States, 14202

Links between entities

Type:

Headquarter of

Company Number:

20231480256

State:

COLORADO

COLORADO profile:

MILESTONE & CO., LLC (CO)

Type:

Headquarter of

Company Number:

LLC_13065608

State:

ILLINOIS

ILLINOIS profile:

MILESTONE & CO., LLC (IL)

Form 5500 Series

Employer Identification Number (EIN):

464207680

Plan Year:

2023

Number Of Participants:

19

Sponsors Telephone Number:

7163316788

File:

View File

Plan Year:

2022

Number Of Participants:

16

Sponsors Telephone Number:

7163316788

File:

View File

History

Start date	End date	Type	Value
2024-01-16	2025-07-01	Address	50 Fountain Plaza, Suite 1300, BUFFALO, NY, 14202, USA (Type of address: Service of Process)
2022-01-11	2024-01-16	Address	355 AUBURN AVENUE B, SUITE 300, BUFFALO, NY, 14213, USA (Type of address: Service of Process)
2020-10-05	2022-01-11	Address	355 AUBURN AVENUE B, SUITE 300, BUFFALO, NY, 14213, USA (Type of address: Service of Process)
2014-01-02	2020-10-05	Address	737 MAIN STREET, SUITE 300, BUFFALO, NY, 14203, USA (Type of address: Service of Process)

Filings

Filing Number	Date Filed	Type	Effective Date
250701047055	2025-07-01	CERTIFICATE OF PUBLICATION	2025-07-01
240116000500	2024-01-16	BIENNIAL STATEMENT	2024-01-16
220917000066	2022-09-17	BIENNIAL STATEMENT	2022-01-01
220111003207	2022-01-11	CERTIFICATE OF AMENDMENT	2022-01-11
201005062056	2020-10-05	BIENNIAL STATEMENT	2020-01-01

Trademarks Section

Serial Number:

97866891

Mark:

PATHWAY POWERED BY MILESTONE

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2023-03-31

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

PATHWAY POWERED BY MILESTONE

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Claims administration in the field of 468(b) Qualified Settlement Fund; financial consulting services, namely, payment management consulting services relating to single event, mass tort, class action litigation settlement administration, and claims administration; providing comprehensive settlement...

First Use:

2023-01-27

International Classes:

036 - Primary Class

Class Status:

Active

For:

Business consulting services, namely, claims administration and settlement release administration

First Use:

2023-01-27

International Classes:

035 - Primary Class

Class Status:

Active

For:

Platform as a service (PAAS) featuring computer software platforms for settlement fund distribution; providing temporary use of a web-based software application for settlement fund distribution; providing temporary use of non-downloadable software for use in financial transaction processing and paym...

First Use:

2023-01-27

International Classes:

042 - Primary Class

Class Status:

Active

Serial Number:

97864439

Mark:

MILESTONE

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2023-03-30

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

MILESTONE

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Claims administration in the field of 468(b) Qualified Settlement Fund; financial consulting services, namely, payment management consulting services relating to single event, mass tort, class action litigation settlement administration, and claims administration; providing comprehensive settlement...

First Use:

2012-01-23

International Classes:

036 - Primary Class

Class Status:

Active

For:

Business consulting services, namely, claims administration and settlement release administration

First Use:

2012-01-23

International Classes:

035 - Primary Class

Class Status:

Active

For:

Platform as a service (PAAS) featuring computer software platforms for settlement fund distribution; providing temporary use of a web-based software application for settlement fund distribution; providing temporary use of non-downloadable software for use in financial transaction processing and paym...

First Use:

2012-01-23

International Classes:

042 - Primary Class

Class Status:

Active

Serial Number:

97803794

Mark:

PATHWAY

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2023-02-21

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

PATHWAY

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Providing important information for financial planning related to settlement fund distribution

First Use:

2023-01-27

International Classes:

036 - Primary Class

Class Status:

Active

For:

Platform as a service (PAAS) featuring computer software platforms for settlement fund distribution; providing temporary use of a web-based software application for settlement fund distribution; providing temporary use of non-downloadable software for use in financial transaction processing and paym...

First Use:

2023-01-27

International Classes:

042 - Primary Class

Class Status:

Active

Serial Number:

88823786

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2020-03-06

Mark Drawing Type:

Illustration: Drawing or design without any word(s)/letter(s)/number(s)

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Providing comprehensive settlement financial planning services for plaintiffs who have received a settlement in a legal action, namely, financial management of the proceeds of such settlements for government benefits preservation, trust planning, and wealth management, all for injured plaintiffs who...

First Use:

2018-05-07

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

88823668

Mark:

MILESTONE

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2020-03-06

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

MILESTONE

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Providing comprehensive settlement financial planning services for plaintiffs who have received a settlement in a legal action, namely, financial management of the proceeds of such settlements for government benefits preservation, trust planning, and wealth management, all for injured plaintiffs who...

First Use:

2018-05-07

International Classes:

036 - Primary Class

Class Status:

Active

Court Cases

Court Case Summary

Filing Date:

2023-05-03

Status:

Terminated

Nature Of Judgment:

no monetary award

Jury Demand:

Plaintiff demands jury

Nature Of Suit:

Trademark

Parties

Party Name:

MILESTONE & CO., LLC

Party Role:

Plaintiff

Party Name:

MILESTONES SOFTWARE, INC.

Party Role:

Defendant

Name:	MILESTONE & CO., LLC
Jurisdiction:	New York
Legal type:	DOMESTIC LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	02 Jan 2014 (12 years ago)
Entity Number:	4507980
ZIP code:	14202
County:	Erie
Place of Formation:	New York
Address:	50 Fountain Plaza, Suite 1300, BUFFALO, NY, United States, 14202

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Company Details

DOS Process Agent

Links between entities

Form 5500 Series

History

Filings

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Court Cases

Court Case Summary

Parties

Reviews Leave a review

MILESTONE & CO., LLC

Is this your business?

Company Details

DOS Process Agent

Links between entities

Form 5500 Series

History

Filings

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Court Cases

Court Case Summary

Parties

Reviews Leave a review

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