FINHUB
"FINHUB" is a word and design mark owned by Crossgate Wealth Advisors, LLC, filed at the USPTO on October 28, 2025. It is under examination and covers class 42 (Computer and Scientific Services).
- Status
- Under examination
- Since October 21, 2026
- Filed
- October 28, 2025
- Registered
- Not yet
- Expires
- Not recorded
- Application no.
- 99467012
- Registration no.
- Not yet
- Office
- USPTO
- United States Patent and Trademark Office
- Mark type
- Word and design
- 1 class
Who owns FINHUB
The owner and representative on file with the office.
Owner
Crossgate Wealth Advisors, LLC
Yardley, United States
Representative
Lori P. Hager
Kyberia Legal, LLC
What the mark covers
The products and services FINHUB is filed for, grouped by Nice class.
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.
What has happened so far
Steps recorded by the USPTO, newest first.
- Teas/email correspondence entered
- Correspondence received in law office
- Teas response to office action received
- Application extension granted/receipt provided
- Application extension to response period - received
- Notification of non-final action e-mailed
- Non-final action e-mailed
- Non-final action written
- Assigned to examiner
- Assigned to examiner
4 earlier steps on the official record.
About FINHUB
Who owns the trademark "FINHUB"?
The USPTO trademark "FINHUB" (application 99467012) is owned by Crossgate Wealth Advisors, LLC.
What is the status of "FINHUB"?
Its status at the USPTO is: under examination.
Get this data via the API
Everything on this page comes from the Signa API. Pull FINHUB and marks like it into your own product with one request.
GET/v1/trademarks/{id}The full record: owners, classes, dates and images
GET/v1/trademarks/{id}/eventsEvery step in the office history
GET/v1/proceedings?trademark_id={id}Oppositions and cancellations against the mark
ID=tm_019d2b50-2aa5-71cd-abb5-aaf9935dc8f3
curl https://api.signa.so/v1/trademarks/$ID \
-H "Authorization: Bearer $SIGNA_API_KEY"{
"id": "tm_019d2b50-2aa5-71cd-abb5-aaf9935dc8f3",
"object": "trademark",
"mark_text": "FINHUB",
"status": {
"primary": "pending",
"stage": "examining"
},
"office_code": "US",
"application_number": "99467012",
"filing_date": "2025-10-28",
"nice_classes": [
42
],
"owners": [
{
"name": "Crossgate Wealth Advisors, LLC",
"entity_id": null
}
]
}