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  5. MITLIN FINANCIAL INC.

MITLIN FINANCIAL INC.

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Company Details

Name: MITLIN FINANCIAL INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 29 Sep 2004 (21 years ago)
Entity Number: 3107790
ZIP code: 11788
County: Suffolk
Place of Formation: New York
Address: 140 ADAMS AVENUE, SUITE B-12, HAUPPAUGE, NY, United States, 11788
Principal Address: 140 ADAMS AVE, SUITE B-12, HAUPPAUGE, NY, United States, 11788

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Agent

Name Role Address
LAWRENCE SPRUNG Agent 140 ADAMS AVENUE SUITE B-12, HAUPPAUGE, NY, 11788

Chief Executive Officer

Name Role Address
LAWRENCE SPRUNG Chief Executive Officer 140 ADAMS AVE, SUITE B-12, HAUPPAUGE, NY, United States, 11788

DOS Process Agent

Name Role Address
MITLIN FINANCIAL INC. DOS Process Agent 140 ADAMS AVENUE, SUITE B-12, HAUPPAUGE, NY, United States, 11788

History

Start date End date Type Value
2025-07-14 2025-07-14 Address 140 ADAMS AVE, SUITE B-12, HAUPPAUGE, NY, 11788, USA (Type of address: Chief Executive Officer)
2020-09-02 2025-07-14 Address 140 ADAMS AVE, SUITE B-12, HAUPPAUGE, NY, 11788, USA (Type of address: Chief Executive Officer)
2016-09-02 2025-07-14 Address 140 ADAMS AVENUE, SUITE B-12, HAUPPAUGE, NY, 11788, USA (Type of address: Service of Process)
2013-10-22 2016-09-02 Address 140 ADAMS AVENUE SUITE B-12, HAUPPAUGE, NY, 11788, USA (Type of address: Service of Process)
2013-10-22 2025-07-14 Address 140 ADAMS AVENUE SUITE B-12, HAUPPAUGE, NY, 11788, USA (Type of address: Registered Agent)

Filings

Filing Number Date Filed Type Effective Date
250714000257 2025-07-14 BIENNIAL STATEMENT 2025-07-14
200902060053 2020-09-02 BIENNIAL STATEMENT 2020-09-01
180910006452 2018-09-10 BIENNIAL STATEMENT 2018-09-01
160902006084 2016-09-02 BIENNIAL STATEMENT 2016-09-01
140916006051 2014-09-16 BIENNIAL STATEMENT 2014-09-01

USAspending Awards / Financial Assistance

Date:
2020-05-27
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:
5335.00
Total Face Value Of Loan:
43575.00
Date:
2020-04-23
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
3000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
90450343
Mark:
WHAT DID YOU DO TODAY THAT BROUGHT YOU JOY?
Status:
REGISTERED
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2021-01-06
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WHAT DID YOU DO TODAY THAT BROUGHT YOU JOY?
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Entertainment services in the nature of development, creation, production, distribution, and post-production of podcasts and serial audio programs; Entertainment services, namely, providing podcasts in the field of news and entertainment
First Use:
2020-09-01
International Classes:
041 - Primary Class
Class Status:
Active
For:
Jackets; Shirts and short-sleeved shirts; T-shirts; Graphic T-shirts; Sweat jackets
First Use:
2020-09-01
International Classes:
025 - Primary Class
Class Status:
Active
For:
Beverageware; Mugs
First Use:
2020-09-01
International Classes:
021 - Primary Class
Class Status:
Active
Serial Number:
97391529
Mark:
MITLIN MONEY MINDSET
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2022-05-02
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MITLIN MONEY MINDSET
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Production of podcasts; Educational services, namely, podcasts in the field of personal finance, money management, money planning, investment, business coaching, entrepreneurship, health and wellness, leadership, culture, personal stories, business, tourism, food and beverage, technology, education,...
First Use:
2020-09-01
International Classes:
041 - Primary Class
Class Status:
Active
For:
Providing financial information, news and commentary in the field of personal finance, money management, money planning, investment
First Use:
2020-09-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
99170660
Mark:
MITLIN FINANCIAL
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-05-05
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MITLIN FINANCIAL
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Educational services, namely, conducting discussion groups in the field of finance and investing; Education services, namely, providing live and on-line seminars, workshops, presentations and speaking engagements in the field of finance, investing, money management, and money planning
International Classes:
041 - Primary Class
Class Status:
Active
For:
Financial asset management; Providing information in the field of financial planning; Providing information regarding financial investment strategies; Providing financial advice via a website; Providing information and advice in the field of finance, financial investments, financial valuations, and...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Tax and taxation planning, advice, information and consultancy services
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
98959256
Mark:
BRINGING JOY TO YOUR MONEY JOURNEY
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-01-14
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
BRINGING JOY TO YOUR MONEY JOURNEY
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Education services, namely, conducting discussion groups in the field of finance and investing; Education services, namely, providing live and on-line seminars, workshops, presentations and speaking engagements in the field of finance, investing, money management, and money planning
First Use:
2024-12-04
International Classes:
041 - Primary Class
Class Status:
Active
For:
Financial asset management; Providing financial information, news and commentary in the field of personal finance, money management, money planning, investment; Tax and taxation planning, advice, information and consultancy services; Financial planning and investment advisory services; Estate planni...
First Use:
2024-12-04
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$38,240
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$43,575
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$43,945.09
Servicing Lender:
Bank of America, National Association
Use of Proceeds:
Payroll: $43,575

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Date of last update: 29 Mar 2025

Sources: New York Secretary of State

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