Serial Number
98131589
Owner
Iannucci, John H.Attorney
Francis John Ciaramella, EsquireFirst Use Date
Jun 1, 2023
Filing Date
Aug 14, 2023
CASTLE-AND-MOAT WEALTH SYSTEM Trademark
Serial Number: 98131589 • Registration: 7986415
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Francis John Ciaramella, Esquire FRANCIS JOHN CIARAMELLA, PLLC
110 FRONT STREET, SUITE 300
JUPITER, FL 33477
United States
Trademark Details
Filing Date
August 14, 2023
Registration Date
October 14, 2025
First Use Anywhere
June 1, 2023
First Use in Commerce
June 1, 2023
Published for Opposition
May 21, 2024
Goods & Services
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 services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial services, namely, wealth management services; Information, advisory, consultancy and financial research services relating to finance and investments; Investment advice in the fields of tax avoidance and tax mitigation, lifetime income strategies, multigenerational wealth transfer and succession planning, family business growth and transition planning, multigenerational philanthropic planning, family governance planning, commercial and multi-family real estate planning, employee attraction and retention planning for businesses, sophisticated insurance planning, personal and business risk review and analysis, risk shifting, and mitigation consulting services; Investment advisory services; Mutual funds and capital investment; Real estate investment consultancy
