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  5. R. W. ROGE & COMPANY, INC.

R. W. ROGE & COMPANY, INC.

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Company Details

Name: R. W. ROGE & COMPANY, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 28 Jul 1986 (39 years ago)
Entity Number: 1100589
ZIP code: 01938
County: Suffolk
Place of Formation: New York
Address: 14 Partridgeberry Place, STE 101, Ipswich, MA, United States, 01938
Principal Address: 1 Corporate Drive, STE 101, BOHEMIA, NY, United States, 11716

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
STEVEN M ROGE DOS Process Agent 14 Partridgeberry Place, STE 101, Ipswich, MA, United States, 01938

Chief Executive Officer

Name Role Address
STEVEN M ROGE Chief Executive Officer 1 CORPORATE DRIVE, STE 101, BOHEMIA, NY, United States, 11716

Central Index Key

CIK number:
0001800745
Phone:
6312180077
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
13F-HR
File number:
028-19673
Filing date:
2025-05-09
File:
View File
Form type:
13F-HR
File number:
028-19673
Filing date:
2025-01-29
File:
View File
Form type:
13F-HR
File number:
028-19673
Filing date:
2024-11-08
File:
View File
Form type:
N-PX
File number:
028-19673
Filing date:
2024-08-28
File:
View File
Form type:
13F-HR
File number:
028-19673
Filing date:
2024-08-01
File:
View File

Form 5500 Series

Employer Identification Number (EIN):
112814579
Plan Year:
2023
Number Of Participants:
9
Sponsors Telephone Number:
6312180077
File:
View File
Plan Year:
2022
Number Of Participants:
9
Sponsors Telephone Number:
6312180077
File:
View File

History

Start date End date Type Value
2024-07-12 2024-08-06 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2024-07-12 2024-07-12 Address 1 CORPORATE DRIVE, STE 101, BOHEMIA, NY, 11716, USA (Type of address: Chief Executive Officer)
2024-07-12 2024-07-12 Address 630 JOHNSON AVE, STE 103, BOHEMIA, NY, 11716, USA (Type of address: Chief Executive Officer)
2023-11-10 2023-11-10 Address 630 JOHNSON AVE, STE 103, BOHEMIA, NY, 11716, USA (Type of address: Chief Executive Officer)
2023-11-10 2024-07-12 Address 1 CORPORATE DRIVE, STE 101, BOHEMIA, NY, 11716, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
240712001347 2024-07-12 BIENNIAL STATEMENT 2024-07-12
231110000709 2023-11-10 BIENNIAL STATEMENT 2022-07-01
040730002783 2004-07-30 BIENNIAL STATEMENT 2004-07-01
020619002685 2002-06-19 BIENNIAL STATEMENT 2002-07-01
000714002620 2000-07-14 BIENNIAL STATEMENT 2000-07-01

USAspending Awards / Financial Assistance

Date:
2020-05-15
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
-146102.00
Total Face Value Of Loan:
0.00
Date:
2020-04-28
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
172300.00
Total Face Value Of Loan:
172300.00
Date:
2020-04-20
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
9000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
77917115
Mark:
PLAN. ACHIEVE. LIVE.
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2010-01-21
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PLAN. ACHIEVE. LIVE.
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Investment services, namely, investment advisory services, investment management, investment of funds for others, mutual fund investment, management of a capital investment fund, portfolio management, financial planning; and Financial services, namely, wealth preservation and asset management and as...
First Use:
2009-10-30
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
77263899
Mark:
BEYOND WEALTH
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2007-08-24
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
BEYOND WEALTH
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Investment services, namely, investment advisory services, investment management, investment of funds for others, mutual fund investment, management of a capital investment fund, portfolio management, financial planning; and financial services, namely, wealth preservation and asset management and as...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
85471955
Mark:
THE PROFESSIONAL TEAMWORK SYSTEM
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2011-11-14
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE PROFESSIONAL TEAMWORK SYSTEM
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
FINANCIAL INVESTMENT AND MANAGEMENT SERVICES, NAMELY, MULTI-DISCIPLINE FINANCIAL COORDINATION SERVICES IN THE NATURE OF FINANCIAL ADVICE, FINANCIAL INVESTMENT, FINANCIAL RETIREMENT PLANNING, AND FINANCIAL RISK MANAGEMENT
First Use:
2003-08-14
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
85471908
Mark:
R. W. ROGÉ & COMPANY, INC.
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2011-11-14
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
R. W. ROGÉ & COMPANY, INC.
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
FUND INVESTMENT SERVICES; FINANCIAL SERVICES, NAMELY, FINANCIAL CONSULTING AND PLANNING SERVICES REGARDING WEALTH PRESERVATION AND ASSET MANAGEMENT AND ASSET PROTECTION, AND RETIREMENT PLANNING AND MODELING; AND FINANCIAL RISK MANAGEMENT
First Use:
2003-03-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
78849069
Mark:
THE PATH TO A CONFIDENT FUTURE
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2006-03-29
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE PATH TO A CONFIDENT FUTURE
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Investment services, namely, investment advisory services, investment management, investment of funds for others, mutual fund investment, management of a capital investment fund, portfolio management, financial planning; and Financial services, namely, wealth preservation and asset management and as...
First Use:
2006-06-01
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
9
Initial Approval Amount:
$172,300
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$172,300
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$173,290.08
Servicing Lender:
Citibank, N.A.
Use of Proceeds:
Payroll: $172,300

Court Cases

Court Case Summary

Filing Date:
2013-10-18
Status:
Terminated
Nature Of Judgment:
no monetary award
Jury Demand:
Plaintiff demands jury
Nature Of Suit:
Civil Rights Employment

Parties

Party Name:
SHEA, INC.
Party Role:
Plaintiff
Party Name:
R. W. ROGE & COMPANY, INC.
Party Role:
Defendant

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Related by address

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Date of last update: 16 Mar 2025

Sources: New York Secretary of State

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