FINPEAK WEALTH STRATEGIES & INSURANCE SOLUTIONS Trademark

Trademark Overview


On Monday, January 27, 2025, a trademark application was filed for FINPEAK WEALTH STRATEGIES & INSURANCE SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the FINPEAK WEALTH STRATEGIES & INSURANCE SOLUTIONS trademark a serial number of 99019981. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, January 27, 2025. This trademark is owned by SFBAIA, Inc.. The FINPEAK WEALTH STRATEGIES & INSURANCE SOLUTIONS 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, Insurance agency and advisor services, namely, insurance agency services, insurance advisory, insurance consulting, retirement planning advisory, financial advisory services including securities and insurance products.
finpeak wealth strategies & insurance solutions

General Information


Serial Number99019981
Word MarkFINPEAK WEALTH STRATEGIES & INSURANCE SOLUTIONS
Filing DateMonday, January 27, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, January 27, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of the word 'FINPEAK' featured in uppercase letters with 'FIN' featured in dark blue and 'PEAK' featured in black. Centered below 'FINPEAK,' the words 'WEALTH STRATEGIES &' are featured in black uppercase letters. Centered below WEALTH STRATEGIES &,' the words 'INSURANCE SOLUTIONS' are featured in black uppercase letters. Above 'FINPEAK,' a triangle made up of three waves is featured. The first and smallest wave is featured on the lower left hand side of the triangle and colored dark purple, the second wave is featured in the center of the triangle and colored dark blue, and the third and largest wave is featured on the top right hand side of the triangle and colored light blue.
Goods and ServicesFinancial 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, Insurance agency and advisor services, namely, insurance agency services, insurance advisory, insurance consulting, retirement planning advisory, financial advisory services including securities and insurance products.
Indication of Colors claimedThe color(s) purple, dark blue, light blue, and black is/are claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, January 27, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameSFBAIA, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPleasanton, CA 94566

Trademark Events


Event DateEvent Description
Monday, January 27, 2025NEW APPLICATION ENTERED
Monday, January 27, 2025APPLICATION FILING RECEIPT MAILED