| Serial Number | 98131589 |
| Word Mark | CASTLE AND MOAT WEALTH SYSTEM |
| Filing Date | Monday, August 14, 2023 |
| Status | 748 - STATEMENT OF USE - TO EXAMINER |
| Status Date | Monday, March 17, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 21, 2024 |
| Goods and Services | Consulting services in the field of employee benefit plans concerning insurance and finance; Financial advice relating to income tax; Financial advice relating to tax; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial services, namely, wealth management services; Information, advisory, consultancy and financial research services relating to finance and investments; Investment advice in the fields of tax avoidance and tax mitigation, lifetime income strategies, multigenerational wealth transfer and succession planning, family business growth and transition planning, multigenerational philanthropic planning, family governance planning, commercial and multi-family real estate planning, employee attraction and retention planning for businesses, sophisticated insurance planning, personal and business risk review and analysis, risk shifting, and mitigation consulting services; Investment advisory services; Mutual funds and capital investment; Real estate investment consultancy |
| NOT AVAILABLE | "WEALTH SYSTEM" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 12, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, June 1, 2023 |
| First Use In Commerce Date | Thursday, June 1, 2023 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | McMURRAY, PA 15317 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | McMURRAY, PA 15317 |
| Event Date | Event Description |
| Thursday, August 17, 2023 | NEW APPLICATION ENTERED |
| Tuesday, April 16, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, September 12, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, April 14, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, April 16, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, April 16, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 16, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 16, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 1, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 21, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 16, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, January 14, 2025 | USE AMENDMENT FILED |
| Tuesday, January 14, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Monday, March 17, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, March 17, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, May 21, 2024 | PUBLISHED FOR OPPOSITION |