CASTLE WEALTH PLANNING Trademark
Trademark Overview
On Monday, November 26, 2007, a trademark application was filed for CASTLE WEALTH PLANNING with the United States Patent and Trademark Office. The USPTO has given the CASTLE WEALTH PLANNING trademark a serial number of 77336587. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, March 20, 2015. This trademark is owned by Castle Wealth Planning. The CASTLE WEALTH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Investment management; Investment management and consultation in the nature of individual stock selection; Financial planning for retirement; Comprehensive Financial Planning and 401(k) management
General Information
| Serial Number | 77336587 |
| Word Mark | CASTLE WEALTH PLANNING |
| Filing Date | Monday, November 26, 2007 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, March 20, 2015 |
| Registration Number | 3487786 |
| Registration Date | Tuesday, August 19, 2008 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 3, 2008 |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH PLANNING" |
| Description of Mark | The mark consists of "Castle Wealth" in stylized text with the logo of a "horse's head" to the left of it and the word "Planning" is underneath the line. . |
| Goods and Services | Investment management; Investment management and consultation in the nature of individual stock selection; Financial planning for retirement; Comprehensive Financial Planning and 401(k) management |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, March 20, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 1, 2006 |
| First Use In Commerce Date | Sunday, January 1, 2006 |
Trademark Owner History
| Party Name | Castle Wealth Planning |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Barbara, CA 93101 |
| Party Name | Castle Wealth Planning |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Barbara, CA 93101 |
| Party Name | Castle Wealth Planning |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Barbara, CA 93101 |
Trademark Events
| Event Date | Event Description |
| Friday, March 20, 2015 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, August 19, 2008 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 3, 2008 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 14, 2008 | NOTICE OF PUBLICATION |
| Friday, April 25, 2008 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, April 25, 2008 | ASSIGNED TO LIE |
| Thursday, April 24, 2008 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, April 14, 2008 | EXAMINER'S AMENDMENT ENTERED |
| Monday, April 14, 2008 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, April 14, 2008 | EXAMINERS AMENDMENT E-MAILED |
| Monday, April 14, 2008 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 12, 2008 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, March 12, 2008 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 12, 2008 | NON-FINAL ACTION WRITTEN |
| Friday, March 7, 2008 | ASSIGNED TO EXAMINER |
| Friday, November 30, 2007 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Thursday, November 29, 2007 | NEW APPLICATION ENTERED IN TRAM |
