FINHUB
Live / Applied — Withdrawn from registration (as of 18 Feb 2026)
What this means for you
Not registered yet, but its 04 May 2023 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97920929
- Mark type
- Design + words
- Filed
- 04 May 2023
- Published for opposition
- 08 Oct 2024
- Attorney of record
- Lori Hager, Esq.
Goods and services
- Class 009 — Scientific and electric apparatus: 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
Owner
- Crossgate Wealth Advisors, LLC, Yardley, PA, US
- Crossgate Wealth Advisors, LLC, Yardley, PA, US
Prosecution history
- 18 Feb 2026 — WITHDRAWN FROM PUB - SENIOR ATTORNEY REQUEST
- 18 Feb 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 18 Feb 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 12 Oct 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 12 Oct 2025 — FINAL REFUSAL E-MAILED
- 12 Oct 2025 — SU - FINAL REFUSAL - WRITTEN
- 04 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 04 Sept 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 04 Sept 2025 — ASSIGNED TO LIE
- 02 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 04 Jun 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 04 Jun 2025 — NON-FINAL ACTION E-MAILED
- 04 Jun 2025 — SU - NON-FINAL ACTION - WRITTEN
- 25 Mar 2025 — STATEMENT OF USE PROCESSING COMPLETE
- 17 Jan 2025 — USE AMENDMENT FILED