| Serial Number | 87658929 |
| Word Mark | CASTLE INVESTMENT ADVISORS |
| Filing Date | Wednesday, October 25, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 12, 2018 |
| Registration Number | 5491089 |
| Registration Date | Tuesday, June 12, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 27, 2018 |
| Goods and Services | Investment management services; financial advisory services in the fields buying and selling stock, funds, bonds, and other investments; investment consultation services; financial asset management services; financial asset consultation and advisory services; financial planning for retirement in the nature of retirement account management services; financial services, namely, retirement consultation and advisory services |
| NOT AVAILABLE | "INVESTMENT ADVISORS" |
| 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 | Friday, November 3, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, October 23, 2009 |
| First Use In Commerce Date | Friday, October 23, 2009 |
| Party Name | CREATIVE PLANNING, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | OVERLAND PARK, KS 66211 |
| Party Name | Castle Wealth Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Indianapolis, IN 46256 |
| Party Name | Castle Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Indianapolis, IN 46256 |
| Party Name | Castle Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Indianapolis, IN 46256 |
| Event Date | Event Description |
| Monday, February 5, 2018 | ASSIGNED TO EXAMINER |
| Tuesday, February 6, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, October 28, 2017 | NEW APPLICATION ENTERED |
| Friday, November 3, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, March 7, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 12, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, July 14, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, July 23, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, July 23, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, July 23, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, July 23, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, July 23, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, June 12, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 6, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, February 6, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, February 6, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, February 6, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, February 19, 2018 | ASSIGNED TO LIE |
| Tuesday, February 20, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, March 27, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 27, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, May 23, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, July 11, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |