FINHUB
Live / Applied — New application — assigned to an examiner (as of 12 Mar 2026)
What this means for you
Not registered yet, but its 28 Oct 2025 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
- 99467012
- Mark type
- Design + words
- Filed
- 28 Oct 2025
- Attorney of record
- Lori P. Hager
Goods and services
- Class 042 — Scientific and technological 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.
Owner
- Crossgate Wealth Advisors, LLC, Yardley, PA, US
Prosecution history
- 26 Mar 2026 — ASSIGNED TO EXAMINER
- 12 Mar 2026 — ASSIGNED TO EXAMINER
- 09 Mar 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 09 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 28 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 28 Oct 2025 — NEW APPLICATION ENTERED