Trademark Overview
On Monday, January 27, 2025, a trademark application was filed for FINPEAK WEALTH STRATEGIES & INSURANCE SERVICES with the United States Patent and Trademark Office. The USPTO has given the FINPEAK WEALTH STRATEGIES & INSURANCE SERVICES trademark a serial number of 99020000. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Wednesday, August 20, 2025. This trademark is owned by SFBAIA, Inc.. The FINPEAK WEALTH STRATEGIES & INSURANCE SERVICES trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services, namely, advising services, financial consulting, investments, asset management, fiduciary advising, and consulting; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Real estate investment services, namely, brokerage in the field of insurance and real estate note brokerage; Insurance agency and advisor services, namely, insurance agency services, insurance brokerage advisory services, insurance consulting; financial retirement planning advisory, financial advisory services including securities and insurance products
