CASTLE HILL

Castle Hill Financial Group, LLC

Application Filed: 2016-02-26

Trademark Application Details

Status

700

Live/Registered

REGISTERED

Research	OneLook Acronym Finder
Serial Number	86921474
Registration Number	5194097
Mark Drawing Code	4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form
Attorney Name	THOMAS F. DUNN
Law Office Assigned	L10
Employee Name	RHIM, ANDREW

Timeline

2011-08-18	Date of First Use
2016-02-26	Application Filed
2017-02-14	Published for Opposition
2017-05-02	Location: PUBLICATION AND ISSUE SECTION
2017-05-02	Status: Live/Registered
2017-05-02	Trademark Registered
2018-07-08	Transaction Date

Trademark Applicants & Owners

Owner:	Castle Hill Financial Group, LLC
Address	2 NEWTON EXECUTIVE PARK NEWTON MA 02462
Legal Entity Type	Limited Liability Company
Legal Entity State	MA

Documents

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Attorney of Record

THOMAS F. DUNN
HINCKLEY ALLEN & SNYDER LLP
28 STATE STREET
BOSTON, MA 02109-1775

Good, Services, and Codes

International Codes:	36
U.S. Codes:	100,101,102

Type Code	Type
GS0361	Brokerage in the field of group benefits insurance; Financial consulting; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, providing financial advice regarding executive benefit planning and strategies and corporate retirement planning and strategies; Insurance consulting in the field of life, disability, and long term care insurance; Advice relating to investments; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; all of the foregoing excluding real estate management and financial management concerning real estate

Type Code

Type

GS0361

Brokerage in the field of group benefits insurance; Financial consulting; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, providing financial advice regarding executive benefit planning and strategies and corporate retirement planning and strategies; Insurance consulting in the field of life, disability, and long term care insurance; Advice relating to investments; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; all of the foregoing excluding real estate management and financial management concerning real estate

Trademark Filing History

Description	Date	Event Coding
NEW APPLICATION ENTERED IN TRAM	2016-03-01	1 NWAP I:Incoming Correspondence
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM	2016-03-02	2 NWOS I:Incoming Correspondence
TEAS VOLUNTARY AMENDMENT RECEIVED	2016-03-01	3 PARI I:Incoming Correspondence
ASSIGNED TO LIE	2016-03-14	4 ALIE A:Allowance for Publication
APPLICANT AMENDMENT PRIOR TO EXAMINATION - ENTERED	2016-03-21	5 AMPX O:Outgoing Correspondence
ASSIGNED TO EXAMINER	2016-06-10	6 DOCK D:Assigned to Examiner
NON-FINAL ACTION WRITTEN	2016-06-13	7 CNRT R:Renewal
NON-FINAL ACTION E-MAILED	2016-06-13	8 GNRT F:First Action
NOTIFICATION OF NON-FINAL ACTION E-MAILED	2016-06-13	9 GNRN O:Outgoing Correspondence
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED	2016-07-20	10 REAP I:Incoming Correspondence
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED	2016-07-20	11 ARAA I:Incoming Correspondence
TEAS RESPONSE TO OFFICE ACTION RECEIVED	2016-12-13	12 TROA I:Incoming Correspondence
CORRESPONDENCE RECEIVED IN LAW OFFICE	2016-12-22	13 CRFA I:Incoming Correspondence
TEAS/EMAIL CORRESPONDENCE ENTERED	2016-12-22	14 TEME I:Incoming Correspondence
APPROVED FOR PUB - PRINCIPAL REGISTER	2017-01-08	15 CNSA O:Outgoing Correspondence
LAW OFFICE PUBLICATION REVIEW COMPLETED	2017-01-12	16 PREV O:Outgoing Correspondence
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED	2017-01-25	17 NONP E:E-Mail
PUBLISHED FOR OPPOSITION	2017-02-14	18 PUBO A:Allowance for Publication
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED	2017-02-14	19 NPUB E:E-Mail
REGISTERED-PRINCIPAL REGISTER	2017-05-02	20 R.PR A:Allowance for Publication
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED	2022-05-02	21 REM1 E:E-Mail
TEAS SECTION 8 RECEIVED	2023-03-21	22 ES8R I:Incoming Correspondence
CASE ASSIGNED TO POST REGISTRATION PARALEGAL	2023-08-22	23 APRE A:Allowance for Publication
REGISTERED - SEC. 8 (6-YR) ACCEPTED	2023-08-22	24 8.OK O:Outgoing Correspondence
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED	2023-08-22	25 NAS8 E:E-Mail

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