CASTLE FINANCIAL GROUP Trademark

Trademark Overview


On Wednesday, October 25, 2017, a trademark application was filed for CASTLE FINANCIAL GROUP with the United States Patent and Trademark Office. The USPTO has given the CASTLE FINANCIAL GROUP trademark a serial number of 87658925. The federal status of this trademark filing is REGISTERED as of Tuesday, June 12, 2018. This trademark is owned by Castle Wealth Advisors, LLC. The CASTLE FINANCIAL GROUP trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial planning, financial advisory services in the field of gifts; financial planning for retirement in the nature of account management services; financial services, namely, retirement consultation and advisory services; estate planning consultation and advisory services

Business succession planning services; tax advisory services
castle financial group

General Information


Serial Number87658925
Word MarkCASTLE FINANCIAL GROUP
Filing DateWednesday, October 25, 2017
Status700 - REGISTERED
Status DateTuesday, June 12, 2018
Registration Number5491088
Registration DateTuesday, June 12, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 27, 2018

Trademark Statements


Goods and ServicesFinancial planning, financial advisory services in the field of gifts; financial planning for retirement in the nature of account management services; financial services, namely, retirement consultation and advisory services; estate planning consultation and advisory services
Goods and ServicesBusiness succession planning services; tax advisory services
Disclaimer with Predetermined Text"FINANCIAL GROUP"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 3, 2017
Primary Code035
First Use Anywhere DateThursday, November 6, 2003
First Use In Commerce DateThursday, November 6, 2003

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 3, 2017
Primary Code036
First Use Anywhere DateThursday, November 6, 2003
First Use In Commerce DateThursday, November 6, 2003

Trademark Owner History


Party NameCastle Wealth Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressIndianapolis, IN 46256

Party NameCastle Wealth Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressIndianapolis, IN 46256

Party NameCastle Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressIndianapolis, IN 46256

Trademark Events


Event DateEvent Description
Monday, June 12, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, June 12, 2018REGISTERED-PRINCIPAL REGISTER
Tuesday, March 27, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 27, 2018PUBLISHED FOR OPPOSITION
Wednesday, March 7, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, February 22, 2018ASSIGNED TO LIE
Monday, February 12, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, February 12, 2018EXAMINER'S AMENDMENT ENTERED
Monday, February 12, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, February 12, 2018EXAMINERS AMENDMENT E-MAILED
Monday, February 12, 2018EXAMINERS AMENDMENT -WRITTEN
Monday, February 12, 2018PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, February 6, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, February 6, 2018EXAMINER'S AMENDMENT ENTERED
Tuesday, February 6, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, February 6, 2018EXAMINERS AMENDMENT E-MAILED
Tuesday, February 6, 2018EXAMINERS AMENDMENT -WRITTEN
Monday, February 5, 2018ASSIGNED TO EXAMINER
Friday, November 3, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, October 28, 2017NEW APPLICATION ENTERED