| Serial Number | 99019981 |
| Word Mark | FINPEAK WEALTH STRATEGIES & INSURANCE SOLUTIONS |
| Filing Date | Monday, January 27, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Wednesday, August 20, 2025 |
| 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 |
| Description of Mark | The 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. The color white represent background and is not claimed as a feature of the mark. |
| Pseudo Mark | FIN PEAK WEALTH STRATEGIES AND INSURANCE SOLUTIONS |
| Goods and Services | 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 |
| Indication of Colors claimed | The color(s) purple, dark blue, light blue, and black is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH STRATEGIES & INSURANCE SOLUTIONS" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 27, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | SFBAIA, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Pleasanton, CA 94566 |
| Event Date | Event Description |
| Monday, January 27, 2025 | NEW APPLICATION ENTERED |
| Monday, January 27, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, June 29, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, July 8, 2025 | ASSIGNED TO EXAMINER |
| Friday, July 11, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Sunday, June 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, July 11, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Friday, July 11, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, August 12, 2025 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Wednesday, August 20, 2025 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Wednesday, August 20, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, August 20, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, August 20, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 20, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 20, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, July 11, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, July 11, 2025 | EXAMINER'S AMENDMENT ENTERED |