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FINHUB

● Live · Pending

U.S. federal trademark · Serial No. 99467012

Mark
FINHUB
Status
Pending
Serial Number
99467012
Filing Date
October 28, 2025
Class(es)
Class 042

Owner

Crossgate Wealth Advisors, LLC
16 · Yardley, PA, US

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.

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.