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  5. GELLER & COMPANY LLC

GELLER & COMPANY LLC

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Company Details

Name: GELLER & COMPANY LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 28 Dec 2000 (24 years ago)
Entity Number: 2588196
ZIP code: 10022
County: New York
Place of Formation: Delaware
Address: 909 THIRD AVENUE, NEW YORK, NY, United States, 10022

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY ST., NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
GELLER & COMPANY LLC DOS Process Agent 909 THIRD AVENUE, NEW YORK, NY, United States, 10022

Form 5500 Series

Employer Identification Number (EIN):
134149322
Plan Year:
2010
Number Of Participants:
389
Sponsors Telephone Number:
2125836000
File:
View File
Plan Year:
2009
Number Of Participants:
343
Sponsors Telephone Number:
2125836000
File:
View File

History

Start date End date Type Value
2019-01-28 2024-12-04 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2010-12-23 2024-12-04 Address 909 THIRD AVENUE, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2000-12-28 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Registered Agent)
2000-12-28 2010-12-23 Address 800 THIRD AVENUE, NEW YORK, NY, 10022, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
241204004721 2024-12-04 BIENNIAL STATEMENT 2024-12-04
221228000204 2022-12-28 BIENNIAL STATEMENT 2022-12-01
221129002908 2022-11-29 BIENNIAL STATEMENT 2020-12-01
SR-32543 2019-01-28 CERTIFICATE OF CHANGE 2019-01-28
150518006198 2015-05-18 BIENNIAL STATEMENT 2014-12-01

Trademarks Section

Serial Number:
97876739
Mark:
GELLER
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-04-06
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
GELLER
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Providing outsourced financial services, namely, investment management services, trading of investments in securities and financial instruments for businesses, individuals and families; Financial services, namely, wealth management, financial planning, and financial consulting for businesses, indivi...
First Use:
2001-01-01
International Classes:
036 - Primary Class
Class Status:
Active
For:
Preparing financial reports for businesses, individuals and families for business or commercial purposes; bookkeeping and related financial services, namely, financial records management, accounting services and related advice for businesses, individuals and families; tax services, namely, tax prepa...
First Use:
2001-01-01
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
86711081
Mark:
WEALTH SUSTAINABILITY PLAN (WSP)
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2015-07-31
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WEALTH SUSTAINABILITY PLAN (WSP)
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial services, namely, financial planning and strategic financial consulting for businesses, individuals and families
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
86710914
Mark:
WEALTH SUSTAINABILITY PLANNING (WSP)
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2015-07-31
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WEALTH SUSTAINABILITY PLANNING (WSP)
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial services, namely, financial planning and strategic financial consulting for businesses, individuals and families
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
85970808
Mark:
ENRICHING WEALTH AND WELL-BEING
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2013-06-26
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
ENRICHING WEALTH AND WELL-BEING
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial services, namely, wealth management, financial planning, strategic financial consulting for businesses, individuals and families
First Use:
2013-11-13
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
For:
Preparing financial reports for businesses, individuals and families; accounting services for businesses, individuals and families; provide outsourced financial services for businesses, individuals and families
First Use:
2013-11-13
International Classes:
035 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
85965374
Mark:
GELLER & COMPANY
Status:
SECTION 8-ACCEPTED
Mark Type:
SERVICE MARK
Application Filing Date:
2013-06-20
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
GELLER & COMPANY
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial services, namely, wealth management, financial planning, and strategic financial consulting for businesses, individuals and families; outsource service provider in the field of financial planning and financial consulting services for businesses, individuals and families
First Use:
2001-01-01
International Classes:
036 - Primary Class
Class Status:
Active
For:
Preparing financial reports for businesses, individuals and families; accounting services for businesses, individuals and families
First Use:
2001-01-01
International Classes:
035 - Primary Class
Class Status:
Active

Court Cases

Court Case Summary

Filing Date:
2008-12-19
Status:
Terminated
Nature Of Judgment:
no monetary award
Jury Demand:
Plaintiff demands jury
Nature Of Suit:
Other Statutory Actions

Parties

Party Name:
GELLER & COMPANY LLC
Party Role:
Plaintiff
Party Name:
AUGENTIUS FUND ADMINIST,
Party Role:
Defendant

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Related by address

909 THIRD AVENUE, NEW YORK, NY, United States, 10022

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State

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