CASTLE WEALTH ADVISORS Trademark

Trademark Overview

On Wednesday, October 25, 2017, a trademark application was filed for CASTLE WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the CASTLE WEALTH ADVISORS trademark a serial number of 87658892. 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 WEALTH ADVISORS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial consultation services; investment consultation services; financial planning advisory services; investment advisory services; financial services, namely, family wealth management services

Tax advisory services; business succession planning services; business merger and acquisition advisory services
castle wealth advisors

General Information

Serial Number87658892
Word MarkCASTLE WEALTH ADVISORS
Filing DateWednesday, October 25, 2017
Status700 - REGISTERED
Status DateTuesday, June 12, 2018
Registration Number5491081
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 consultation services; investment consultation services; financial planning advisory services; investment advisory services; financial services, namely, family wealth management services
Goods and ServicesTax advisory services; business succession planning services; business merger and acquisition advisory services
Disclaimer with Predetermined Text"WEALTH ADVISORS"

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 DateFriday, September 29, 2006
First Use In Commerce DateFriday, September 29, 2006
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 DateFriday, September 29, 2006
First Use In Commerce DateFriday, September 29, 2006

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
Tuesday, February 20, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, February 19, 2018ASSIGNED TO LIE
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

Related Keywords

advisors wealth castle services advisory financial business planning investment consultation succession acquisition merger