FINHUB Trademark

Trademark Overview


On Thursday, May 4, 2023, a trademark application was filed for FINHUB with the United States Patent and Trademark Office. The USPTO has given the FINHUB trademark a serial number of 97920929. The federal status of this trademark filing is STATEMENT OF USE - TO EXAMINER as of Tuesday, March 25, 2025. This trademark is owned by Crossgate Wealth Advisors, LLC. The FINHUB trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

Downloadable computer application software for aggregating financial data including financial information from third party data namely, insurance policies, property deeds, wills, trust documents, 401(k) statements, investment statements, retirement funds; downloadable computer software for producing financial models; downloadable database management software 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
finhub

General Information


Serial Number97920929
Word MarkFINHUB
Filing DateThursday, May 4, 2023
Status748 - STATEMENT OF USE - TO EXAMINER
Status DateTuesday, March 25, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 8, 2024

Trademark Statements


Description of MarkThe mark consists of a design formed by six fish symbols arranged in a circular design forming a flower. To the right of the design appears the wording "FINHUB" with a capital "F" and a capital "H".
Goods and ServicesDownloadable computer application software for aggregating financial data including financial information from third party data namely, insurance policies, property deeds, wills, trust documents, 401(k) statements, investment statements, retirement funds; downloadable computer software for producing financial models; downloadable database management software 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
Pseudo MarkFIN HUB
Indication of Colors claimedColor is not claimed as a feature of the mark.

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateSunday, June 4, 2023
Primary Code009
First Use Anywhere DateTuesday, August 1, 2017
First Use In Commerce DateTuesday, August 1, 2017

Trademark Owner History


Party NameCrossgate Wealth Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressYardley, PA 19067

Party NameCrossgate Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressYardley, PA 19067

Trademark Events


Event DateEvent Description
Monday, May 8, 2023NEW APPLICATION ENTERED
Sunday, June 4, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, June 6, 2023NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, January 30, 2024ASSIGNED TO EXAMINER
Tuesday, February 6, 2024EXAMINERS AMENDMENT -WRITTEN
Tuesday, February 6, 2024EXAMINERS AMENDMENT E-MAILED
Tuesday, February 6, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, February 6, 2024EXAMINER'S AMENDMENT ENTERED
Tuesday, June 11, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, June 11, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, June 11, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 12, 2024NON-FINAL ACTION WRITTEN
Tuesday, March 12, 2024NON-FINAL ACTION E-MAILED
Tuesday, March 12, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, August 30, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 18, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 8, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 19, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, January 17, 2025USE AMENDMENT FILED
Friday, January 17, 2025TEAS STATEMENT OF USE RECEIVED
Tuesday, October 8, 2024PUBLISHED FOR OPPOSITION
Tuesday, March 25, 2025STATEMENT OF USE PROCESSING COMPLETE
Tuesday, March 25, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL