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FRANCIS FINANCIAL, INC.

FRANCIS FINANCIAL, INC.

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Company Details

Name:	FRANCIS FINANCIAL, INC.
Jurisdiction:	New York
Legal type:	DOMESTIC BUSINESS CORPORATION
Status:	Active
Date of registration:	22 Aug 2003 (22 years ago)
Entity Number:	2945694
ZIP code:	12207
County:	New York
Place of Formation:	New York
Principal Address:	111 JOHN ST STE 240, NEW YORK, NY, United States, 10038
Address:	80 STATE STREET, ALBANY, NY, United States, 12207

Shares Details

Shares issued 40000

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name	Role	Address
STACY FRANCIS	Chief Executive Officer	111 JOHN ST STE 240, NEW YORK, NY, United States, 10038

DOS Process Agent

Name	Role	Address
C/O CORPORATION SERVICE COMPANY	DOS Process Agent	80 STATE STREET, ALBANY, NY, United States, 12207

Form 5500 Series

Employer Identification Number (EIN):

200247051

Plan Year:

2023

Number Of Participants:

Sponsors Telephone Number:

2123749008

File:

View File

Plan Year:

2023

Number Of Participants:

Sponsors Telephone Number:

2123749008

File:

View File

Plan Year:

2022

Number Of Participants:

Sponsors Telephone Number:

2123749008

File:

View File

Plan Year:

2022

Number Of Participants:

Sponsors Telephone Number:

2123749008

File:

View File

Plan Year:

2021

Number Of Participants:

Sponsors Telephone Number:

2123749008

File:

View File

History

Start date	End date	Type	Value
2021-06-11	2022-01-24	Address	80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Service of Process)
2013-07-25	2021-06-11	Address	39 BRODWAY SUITE 1730, NEW YORK, NY, 10006, USA (Type of address: Service of Process)
2005-11-17	2022-01-24	Address	111 JOHN ST STE 240, NEW YORK, NY, 10038, USA (Type of address: Chief Executive Officer)
2005-11-17	2013-07-25	Address	111 JOHN ST STE 240, NEW YORK, NY, 10038, USA (Type of address: Service of Process)
2003-08-22	2022-01-07	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0

Filings

Filing Number	Date Filed	Type	Effective Date
220124001281	2022-01-07	RESTATED CERTIFICATE	2022-01-07
210611000054	2021-06-11	CERTIFICATE OF CHANGE	2021-06-11
130725000205	2013-07-25	CERTIFICATE OF CHANGE	2013-07-25
070808002640	2007-08-08	BIENNIAL STATEMENT	2007-08-01
051117002904	2005-11-17	BIENNIAL STATEMENT	2005-08-01

USAspending Awards / Financial Assistance

Date:

2020-04-13

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:

264600.00

Total Face Value Of Loan:

264600.00

Trademarks Section

Serial Number:

97750212

Mark:

FRANCIS FINANCIAL

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2023-01-11

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

FRANCIS FINANCIAL

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Financial planning; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

First Use:

2003-08-22

International Classes:

036 - Primary Class

Class Status:

Active

For:

Personal services, namely, consultation in the field of divorce

First Use:

2003-08-22

International Classes:

045 - Primary Class

Class Status:

Active

Serial Number:

85950076

Mark:

PLAN | GROW | PROTECT

Status:

REGISTERED AND RENEWED

Mark Type:

SERVICE MARK

Application Filing Date:

2013-06-04

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

PLAN | GROW | PROTECT

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Financial planning services, divorce financial planning services, wealth management services

First Use:

2012-07-09

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

98405804

Mark:

POWERING YOUR WEALTH EMPOWERING YOUR LIFE

Status:

ABANDONED - AFTER PUBLICATION

Mark Type:

SERVICE MARK

Application Filing Date:

2024-02-14

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

POWERING YOUR WEALTH EMPOWERING YOUR LIFE

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Entertainment and education services, namely, providing podcasts in the fields of bereavement, charitable giving, divorce financial planning, estate planning, financial fraud, financial planning, finance, health, probate, retirement planning, cash flow, insurance and wealth management and workplace...

International Classes:

041 - Primary Class

Class Status:

Abandoned

For:

Financial planning; financial services, namely, wealth management services; financial planning services for divorce; wealth management services; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

International Classes:

036 - Primary Class

Class Status:

Abandoned

Serial Number:

98405487

Mark:

FINANCIALLY EVER AFTER

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2024-02-14

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

FINANCIALLY EVER AFTER

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Entertainment services, namely, providing podcasts in the fields of bereavement, charitable giving, divorce financial planning services, estate planning, financial fraud, financial planning, financial services, health, probate, wealth management services and workplace discrimination

First Use:

2017-07-12

International Classes:

041 - Primary Class

Class Status:

Active

For:

Financial planning; financial services, namely, wealth management services; financial planning services for divorce; wealth management services

First Use:

2017-07-12

International Classes:

036 - Primary Class

Class Status:

Active

Paycheck Protection Program

Jobs Reported:

Initial Approval Amount:

$264,600

Date Approved:

2020-04-12

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Current Approval Amount:

$264,600

Race:

Unanswered

Ethnicity:

Unknown/NotStated

Gender:

Unanswered

Veteran:

Unanswered

Forgiveness Amount:

$266,934.28

Servicing Lender:

KeyBank National Association

Use of Proceeds:

Payroll: $264,600

Court Cases

Court Case Summary

Filing Date:

2021-04-22

Status:

Terminated

Nature Of Judgment:

no monetary award

Jury Demand:

Plaintiff demands jury

Nature Of Suit:

Americans with Disabilities Act - Other

Parties

Party Name:

THORNE

Party Role:

Plaintiff

Party Name:

FRANCIS FINANCIAL, INC.

Party Role:

Defendant

Party Name:

THE THORNE LLC

Party Role:

Plaintiff

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Date of last update: 29 Mar 2025

Sources: New York Secretary of State

FRANCIS FINANCIAL, INC.

Is this your business?

Company Details

Chief Executive Officer

DOS Process Agent

Form 5500 Series

History

Filings

USAspending Awards / Financial Assistance

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Paycheck Protection Program

Court Cases

Court Case Summary

Parties

Reviews Leave a review

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