| Serial Number | 99467012 |
| Word Mark | FINHUB |
| Filing Date | Tuesday, October 28, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Thursday, March 12, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Pseudo Mark | FINANCIAL HUB |
| Description of Mark | The 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 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. |
| Pseudo Mark | FIN HUB |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 28, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, August 1, 2017 |
| First Use In Commerce Date | Tuesday, August 1, 2017 |
| Party Name | Crossgate Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Yardley, PA 19067 US |
| Event Date | Event Description |
| Tuesday, October 28, 2025 | NEW APPLICATION ENTERED |
| Tuesday, October 28, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, March 9, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 9, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, March 12, 2026 | ASSIGNED TO EXAMINER |