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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, October 8, 2025. 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:

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

Business consulting services in the field of budgeting, forecasting, strategic planning, financial reporting, and key performance indicator development; business management consulting in the fields of cash flow analysis, working capital optimization, and debt management strategies; business advisory services relating to the establishment of internal controls, process standardization, and finance operations efficiency

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

General Information


Serial Number99433125
Word MarkCASTLE & ROOK
Filing DateWednesday, October 8, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, October 8, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


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
Goods and ServicesBusiness consulting services in the field of budgeting, forecasting, strategic planning, financial reporting, and key performance indicator development; business management consulting in the fields of cash flow analysis, working capital optimization, and debt management strategies; business advisory services relating to the establishment of internal controls, process standardization, and finance operations efficiency
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

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

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