CASTLE & ROOK Trademark

Trademark Overview


On Wednesday, October 8, 2025, a trademark application was filed for CASTLE & ROOK with the United States Patent and Trademark Office. The USPTO has given the CASTLE & ROOK trademark a serial number of 99433125. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, March 5, 2026. This trademark is owned by J&J Advisory Services, LLC. The CASTLE & ROOK trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Business consulting services in the field key performance indicator development; business management consulting; business advisory services relating to the establishment of internal controls, and process standardization

Consulting services in the field of financial technology implementation for streamlining financial workflows; software consultation in the field of financial operations and controls

Financial consulting services, namely, providing financial strategy development, cash flow forecasting, and debt repayment planning for businesses; providing financial analysis and planning relating to corporate investment and capital allocation; financial consulting services consisting of budgeting, forecasting, strategic planning, financial reporting for others; financial management consulting in the fields of cash flow analysis, working capital optimization, finance operations efficiency, and debt management strategies
castle & rook

General Information


Serial Number99433125
Word MarkCASTLE & ROOK
Filing DateWednesday, October 8, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateThursday, March 5, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 24, 2026

Trademark Statements


Goods and ServicesBusiness consulting services in the field key performance indicator development; business management consulting; business advisory services relating to the establishment of internal controls, and process standardization
Goods and ServicesConsulting services in the field of financial technology implementation for streamlining financial workflows; software consultation in the field of financial operations and controls
Pseudo MarkCASTLE AND ROOK
Goods and ServicesFinancial consulting services, namely, providing financial strategy development, cash flow forecasting, and debt repayment planning for businesses; providing financial analysis and planning relating to corporate investment and capital allocation; financial consulting services consisting of budgeting, forecasting, strategic planning, financial reporting for others; financial management consulting in the fields of cash flow analysis, working capital optimization, finance operations efficiency, and debt management strategies

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, October 8, 2025
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, October 8, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, October 8, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameJ&J Advisory Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60646
US

Trademark Events


Event DateEvent Description
Wednesday, October 8, 2025NEW APPLICATION ENTERED
Wednesday, October 8, 2025APPLICATION FILING RECEIPT MAILED
Thursday, October 9, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, February 26, 2026ASSIGNED TO EXAMINER
Friday, February 27, 2026NON-FINAL ACTION WRITTEN
Friday, February 27, 2026NON-FINAL ACTION E-MAILED
Friday, February 27, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, March 2, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 2, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 2, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 3, 2026APPROVED FOR PUB - PRINCIPAL REGISTER