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TOTAL MANAGEMENT GROUP, INC.

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Company Details

Name: TOTAL MANAGEMENT GROUP, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 01 Jun 1992 (33 years ago)
Entity Number: 1640457
ZIP code: 11747
County: New York
Place of Formation: New York
Address: 225 BROAD HOLLOW ROAD, STE 215, MELVILLE, NY, United States, 11747
Principal Address: 225 BROAD HOLLOW ROAD, SUITE 215, MELVILLE, NY, United States, 11747

Shares Details

Shares issued 100

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
LAWRENCE HELLER Chief Executive Officer 225 BROAD HOLLOW ROAD, SUITE 215, MELVILLE, NY, United States, 11747

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 225 BROAD HOLLOW ROAD, STE 215, MELVILLE, NY, United States, 11747

Form 5500 Series

Employer Identification Number (EIN):
133670118
Plan Year:
2023
Number Of Participants:
6
Sponsors DBA Name:
D/B/A HELLER WEALTH MANAGEMENT
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
6
Sponsors DBA Name:
D/B/A HELLER WEALTH MANAGEMENT
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
6
Sponsors DBA Name:
D/B/A HELLER WEALTH MANAGEMENT
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
8
Sponsors DBA Name:
D/B/A HELLER WEALTH MANAGEMENT
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
6
Sponsors DBA Name:
D/B/A HELLER WEALTH MANAGEMENT
Sponsors Telephone Number:

History

Start date End date Type Value
2024-06-03 2024-06-03 Address 445 BROAD HOLLOW ROAD, SUITE 208, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2024-06-03 2024-06-03 Address 225 BROAD HOLLOW ROAD, SUITE 215, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2023-09-18 2023-09-18 Address 445 BROAD HOLLOW ROAD, SUITE 208, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2023-09-18 2024-06-03 Address 225 BROAD HOLLOW ROAD, SUITE 215, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2023-09-18 2024-06-03 Shares Share type: NO PAR VALUE, Number of shares: 100, Par value: 0

Filings

Filing Number Date Filed Type Effective Date
240603000790 2024-06-03 BIENNIAL STATEMENT 2024-06-03
230918003599 2023-09-18 BIENNIAL STATEMENT 2022-06-01
210824001131 2021-08-24 BIENNIAL STATEMENT 2021-08-24
170419002004 2017-04-19 BIENNIAL STATEMENT 2016-06-01
020528002748 2002-05-28 BIENNIAL STATEMENT 2002-06-01

Trademarks Section

Serial Number:
87536081
Mark:
COMPLETE FINANCIAL HOUSE
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2017-07-20
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
COMPLETE FINANCIAL HOUSE

Goods And Services

For:
Financial advice and consultancy services; Financial services, namely, wealth management services
First Use:
2017-07-10
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
85272036
Mark:
ASPIRE PLAN ACHIEVE
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2011-03-21
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
ASPIRE PLAN ACHIEVE

Goods And Services

For:
Investment advisory services
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 15 Mar 2025

Sources: New York Secretary of State