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BILL LOSEY RETIREMENT SOLUTIONS, LLC

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Company Details

Name: BILL LOSEY RETIREMENT SOLUTIONS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 13 Jun 2005 (20 years ago)
Entity Number: 3217817
ZIP code: 12834
County: Saratoga
Place of Formation: New York
Address: 2158 STATE ROUTE 29, P.O. BOX 182, GREENWICH, NY, United States, 12834

DOS Process Agent

Name Role Address
BILL LOSEY RETIREMENT SOLUTIONS, LLC DOS Process Agent 2158 STATE ROUTE 29, P.O. BOX 182, GREENWICH, NY, United States, 12834

History

Start date End date Type Value
2005-06-13 2015-06-02 Address 17 SHEFFIELD ROAD, WILTON, NY, 12831, 1495, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210603060104 2021-06-03 BIENNIAL STATEMENT 2021-06-01
190603061517 2019-06-03 BIENNIAL STATEMENT 2019-06-01
170602006058 2017-06-02 BIENNIAL STATEMENT 2017-06-01
150602006325 2015-06-02 BIENNIAL STATEMENT 2015-06-01
130604006324 2013-06-04 BIENNIAL STATEMENT 2013-06-01

USAspending Awards / Financial Assistance

Date:
2010-03-12
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
15000.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
77408322
Mark:
NATIONAL RETIREMENT PLANNING MONTH
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2008-02-28
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
NATIONAL RETIREMENT PLANNING MONTH

Goods And Services

For:
Providing information online in the field of financial planning for retirement
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
77178492
Mark:
AMERICA'S RETIREMENT STRATEGIST
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2007-05-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
AMERICA'S RETIREMENT STRATEGIST

Goods And Services

For:
Financial planning for retirement; Financial consultation in the field of retirement planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence
First Use:
2006-10-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
77178482
Mark:
EMERGING MILLIONAIRE MASTERMIND
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2007-05-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
EMERGING MILLIONAIRE MASTERMIND

Goods And Services

For:
Education services, namely, providing live and on-line seminars, classes, video conferences, workshops and teleconferences in the field of investing; Personal coaching services in the field of investing
First Use:
2007-03-15
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
77178475
Mark:
RETIRE IN A WEEKEND
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2007-05-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
RETIRE IN A WEEKEND

Goods And Services

For:
Education services, namely, providing live and on-line workshops, lectures, seminars, classes and teleconferences in the field of investing and retirement planning
First Use:
2007-03-15
International Classes:
041 - Primary Class
Class Status:
Active

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Date of last update: 29 Mar 2025

Sources: New York Secretary of State