CASTLE ADVISORS FINANCIAL PLANNING . WEALTH MANAGEMENT Trademark

Trademark Overview

On Thursday, April 16, 2026, a trademark application was filed for CASTLE ADVISORS FINANCIAL PLANNING . WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CASTLE ADVISORS FINANCIAL PLANNING . WEALTH MANAGEMENT trademark a serial number of 99768865. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, April 16, 2026. This trademark is owned by Castle Advisors, LLP. The CASTLE ADVISORS FINANCIAL PLANNING . WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Brokerage in the field of insurance, stocks, bonds, commodities, capital investments, securities; Cash management; Financial portfolio management; Estate trust planning; Estate trust management; Financial advisory and consultancy services, namely, financial planning, investment management, retirement planning, estate and legacy planning, insurance planning, tax strategies and wealth management; Financial services, namely, wealth management services; Insurance brokerage services; Providing financial consultation services to individuals, families, pre-retirees, retirees, business owners and professionals; Providing financial information
castle advisors financial planning . wealth management

General Information

Serial Number99768865
Word MarkCASTLE ADVISORS FINANCIAL PLANNING . WEALTH MANAGEMENT
Filing DateThursday, April 16, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, April 16, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Indication of Colors claimedThe color(s) maroon and black is/are claimed as a feature of the mark.
NOT AVAILABLE"advisors", "Financial Planning" and "Wealth Management"
Description of MarkThe mark consists of a stylized maroon castle tower to the left of the wording “castle advisors” in lowercase black letters, with “advisors” positioned below “castle.” Beneath this wording appears “Financial Planning · Wealth Management” in black, with each term capitalized and separated by a mid-dot.
Goods and ServicesBrokerage in the field of insurance, stocks, bonds, commodities, capital investments, securities; Cash management; Financial portfolio management; Estate trust planning; Estate trust management; Financial advisory and consultancy services, namely, financial planning, investment management, retirement planning, estate and legacy planning, insurance planning, tax strategies and wealth management; Financial services, namely, wealth management services; Insurance brokerage services; Providing financial consultation services to individuals, families, pre-retirees, retirees, business owners and professionals; Providing financial information
Pseudo MarkCASTLE ADVISORS FINANCIAL PLANNING WEALTH MANAGEMENT

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 16, 2026
Primary Code036
First Use Anywhere DateFriday, October 9, 2009
First Use In Commerce DateFriday, October 9, 2009

Trademark Owner History

Party NameCastle Advisors, LLP
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressBurlington, VT 05401
US

Trademark Events

Event DateEvent Description
Thursday, April 16, 2026NEW APPLICATION ENTERED
Thursday, April 16, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

wealth management planning financial advisors castle services estate insurance providing trust namely