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THE FINANCIAL GUYS, LLC

Company Details

Name: THE FINANCIAL GUYS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 16 May 2002 (23 years ago)
Entity Number: 2767845
ZIP code: 14221
County: Erie
Place of Formation: New York
Address: 305 Spindrift Dr., WILLIAMSVILLE, NY, United States, 14221

DOS Process Agent

Name Role Address
THE FINANCIAL GUYS, LLC DOS Process Agent 305 Spindrift Dr., WILLIAMSVILLE, NY, United States, 14221

History

Start date End date Type Value
2010-06-04 2024-05-13 Address 6631 MAIN STREET, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)
2006-06-02 2010-06-04 Address 6631 MAIN ST, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)
2002-05-16 2006-06-02 Address STE. 145, 2420 SWEET HOME ROAD, AMHERST, NY, 14228, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240513001113 2024-05-13 BIENNIAL STATEMENT 2024-05-13
220503000874 2022-05-03 BIENNIAL STATEMENT 2022-05-01
210927001166 2021-09-27 BIENNIAL STATEMENT 2021-09-27
180227006269 2018-02-27 BIENNIAL STATEMENT 2016-05-01
120510006249 2012-05-10 BIENNIAL STATEMENT 2012-05-01

USAspending Awards / Financial Assistance

Date:
2020-04-13
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:
43800.00
Total Face Value Of Loan:
43800.00

Trademarks Section

Serial Number:
90326897
Mark:
ASSET SEGMENTATION
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2020-11-18
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
ASSET SEGMENTATION

Goods And Services

For:
Capital investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, an...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87298732
Mark:
THE INVESTMENT GUYS
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2017-01-12
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE INVESTMENT GUYS

Goods And Services

For:
Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Capital investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other se...
First Use:
2017-10-18
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
85289860
Mark:
THE FINANCIAL GUYS
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2011-04-08
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE FINANCIAL GUYS

Goods And Services

For:
Capital investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, an...
First Use:
1999-07-31
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
43800
Current Approval Amount:
43800
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
44240.4

Date of last update: 30 Mar 2025

Sources: New York Secretary of State