Serial Number
99467012
Owner
Crossgate Wealth Advisors, LLCAttorney
Lori P. HagerFirst Use Date
Aug 1, 2017
Filing Date
Oct 28, 2025
FINHUB Trademark
Serial Number: 99467012
Trademark Classes
Owner Contact Info
605 Floral Vale Blvd
Yardley, PA 19067
Entity Type: 16
Legal Representation
Correspondence Address
Lori P. Hager Kyberia Legal, LLC
88 S Finley Avenue 2nd Fl. Suite A
Basking Ridge, NJ 07921
United States
Trademark Details
Filing Date
October 28, 2025
Registration Date
Not Registered
First Use Anywhere
August 1, 2017
First Use in Commerce
August 1, 2017
Goods & Services
Providing a secured-access, members only website featuring technology that gives members the ability to access and review aggregated financial data including financial information from third party data, namely, insurance policies, property deeds, wills, trust documents, 401(k) statements, investment statements, retirement funds;; Providing a secured-access, members only website featuring technology that gives members the ability to to review and manage a database for use by financial advisors, namely, for planning tax planning, retirement planning and projection, estate planning, education planning, insurance review and recommendations, financial advice for children of client;; Providing a web site featuring technology that enables users to produce financial models; Providing a website that features technology that enables the secure exchange of information by users; Providing a website featuring on-line non-downloadable software that enables users to review and manage a database for use by financial advisors, namely, for planning tax planning, retirement planning and projection, estate planning, education planning, insurance review and recommendations, financial advice for children of client.; Providing a secured-access, members only website featuring technology that gives members the ability to review and manage a database for use by financial advisors, namely, for planning tax planning, retirement planning and projection, estate planning, education planning, insurance review and recommendations, financial advice for children of client.