NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
10/14/2025
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Official data from USPTO
CASTLE-AND-MOAT WEALTH SYSTEM
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
CASTLE-AND-MOAT WEALTH SYSTEM
ST13
US500000098131589Class
36
Filing
98131589
Registration
7986415
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
27
Latest update
10/14/2025
Trademark type
Word
Nice classes
36
Filing date
08/14/2023
Registration date
10/14/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/14/2025
Last transaction
10/14/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
06/01/2023
First use in commerce
06/01/2023
Drawing code
4
Owner type
01
Owner location
McMURRAY, PA, US
Examiner
SHEN, DANIEL HOWE
Law office
O10
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Iannucci, John H.
Representatives
Francis John Ciaramella, Esquire FRANCIS JOHN CIARAMELLA, PLLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Consulting services in the field of employee benefit plans concerning insurance and finance; Financial advice relating to income tax; Financial advice relating to tax; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial planning and investment advisory services; Financial serviceswealth management services; Informationadvisoryconsultancy and financial research services relating to finance and investments; Investment advice in the fields of tax avoidance and tax mitigationlifetime income strategiesmultigenerational wealth transfer and succession planningfamily business growth and transition planningmultigenerational philanthropic planningfamily governance planningcommercial and multi-family real estate planningemployee attraction and retention planning for businessessophisticated insurance planningpersonal and business risk review and analysisrisk shiftingmitigation consulting services; Investment advisory services; Mutual funds and capital investment; Real estate investment consultancy
Publications
History of USPTO decisions and trademark events.
27 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
10/14/2025
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09/22/2025
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/22/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/22/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/22/2025
ALIE
ASSIGNED TO LIE
08/22/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/11/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/12/2025
GNRT
NON-FINAL ACTION E-MAILED
05/12/2025
CNRT
SU - NON-FINAL ACTION - WRITTEN
05/12/2025
SUPC
STATEMENT OF USE PROCESSING COMPLETE
03/17/2025
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
03/17/2025
IUAF
USE AMENDMENT FILED
01/14/2025
EISU
TEAS STATEMENT OF USE RECEIVED
01/14/2025
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
07/16/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/21/2024
PUBO
PUBLISHED FOR OPPOSITION
05/21/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/01/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/16/2024
XAEC
EXAMINER'S AMENDMENT ENTERED
04/16/2024
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
04/16/2024
GNEA
EXAMINERS AMENDMENT E-MAILED
04/16/2024
CNEA
EXAMINERS AMENDMENT -WRITTEN
04/16/2024
DOCK
ASSIGNED TO EXAMINER
04/14/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/12/2023
NWAP
NEW APPLICATION ENTERED
08/17/2023
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