FINHUB
LIVE

Serial Number

99467012

Owner

Crossgate Wealth Advisors, LLC

Attorney

Lori P. Hager

First Use Date

Aug 1, 2017

Filing Date

Oct 28, 2025

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FINHUB Trademark

Serial Number: 99467012

FINHUB is a trademark filed by Crossgate Wealth Advisors, LLC on October 28, 2025. The trademark is classified under Class 42 (Computer & Scientific). The application is currently pending registration.

Owner Contact Info

Crossgate Wealth Advisors, LLC (4 trademarks)

605 Floral Vale Blvd
Yardley, PA 19067

Entity Type: 16

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.

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 21, 2026 GNRN
NON-FINAL ACTION E-MAILED
Apr 21, 2026 GNRT
NON-FINAL ACTION WRITTEN
Apr 21, 2026 CNRT
ASSIGNED TO EXAMINER
Mar 26, 2026 DOCK
ASSIGNED TO EXAMINER
Mar 12, 2026 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Mar 9, 2026 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 9, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Oct 28, 2025 MAFR
NEW APPLICATION ENTERED
Oct 28, 2025 NWAP