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FOCUS FINANCIAL PARTNERS, LLC

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Company Details

Name: FOCUS FINANCIAL PARTNERS, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 17 Jan 2006 (20 years ago)
Entity Number: 3306655
ZIP code: 10022
County: New York
Place of Formation: Delaware
Address: 875 THIRD AVENUE, 28TH FLOOR, 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
FOCUS FINANCIAL PARTNERS, LLC DOS Process Agent 875 THIRD AVENUE, 28TH FLOOR, NEW YORK, NY, United States, 10022

Form 5500 Series

Employer Identification Number (EIN):
161728260
Plan Year:
2012
Number Of Participants:
26
Sponsors Telephone Number:
Plan Year:
2012
Number Of Participants:
27
Sponsors Telephone Number:
Plan Year:
2011
Number Of Participants:
21
Sponsors Telephone Number:
Plan Year:
2010
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2009
Number Of Participants:
17
Sponsors Telephone Number:

History

Start date End date Type Value
2020-01-03 2024-01-02 Address 875 THIRD AVENUE, 28TH FLOOR, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2019-01-28 2020-01-03 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2019-01-28 2024-01-02 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2013-10-11 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Registered Agent)
2013-10-11 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240102003772 2024-01-02 BIENNIAL STATEMENT 2024-01-02
220104000514 2022-01-04 BIENNIAL STATEMENT 2022-01-04
200103060599 2020-01-03 BIENNIAL STATEMENT 2020-01-01
SR-43093 2019-01-28 CERTIFICATE OF CHANGE 2019-01-28
SR-43094 2019-01-28 CERTIFICATE OF CHANGE 2019-01-28

Trademarks Section

Serial Number:
99194905
Mark:
FOCUS PARTNERS ADVISOR SOLUTIONS
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-05-20
Mark Literal Elements:
FOCUS PARTNERS ADVISOR SOLUTIONS

Goods And Services

For:
Education services in the field of financial counseling through conducting seminars and workshops
First Use:
2025-01-13
International Classes:
041 - Primary Class
Class Status:
Active
For:
Financial services, namely, wealth management services; providing information in the field of wealth management; financial services, namely, providing turnkey asset management services; investment advice; trading in securities
First Use:
2025-01-13
International Classes:
036 - Primary Class
Class Status:
Active
For:
Consulting services, namely, providing practice management, investment modeling, and back-office support in the fields of financial planning and wealth management; business advice; marketing advisory services; tax planning services
First Use:
2025-01-13
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
99194608
Mark:
FOCUS PARTNERS RETIREMENT SOLUTIONS
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-05-20
Mark Literal Elements:
FOCUS PARTNERS RETIREMENT SOLUTIONS

Goods And Services

For:
Education services in the field of financial counseling through conducting seminars and workshops
First Use:
2025-01-13
International Classes:
041 - Primary Class
Class Status:
Active
For:
Financial services, namely, wealth management services; financial planning for retirement; investment advice; financial retirement plan consulting services; financial administration of retirement plans; estate planning consultation; professional financial development services in the nature of financ...
First Use:
2025-01-13
International Classes:
036 - Primary Class
Class Status:
Active
For:
Consulting services, namely, providing practice management, investment modeling, and back-office support in the fields of financial planning and wealth management; business advice; tax planning services
First Use:
2025-01-13
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
90906042
Mark:
VISITS WITH VISIONARIES
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2021-08-27
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
VISITS WITH VISIONARIES

Goods And Services

For:
Providing online non-downloadable videos in the field of wealth management services
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
90905855
Mark:
IT'S THE STRENGTH OF MANY, THE POWER OF ONE.
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2021-08-27
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
IT'S THE STRENGTH OF MANY, THE POWER OF ONE.

Goods And Services

For:
Financial services, namely, wealth management services
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
90365785
Mark:
FINANCIAL ADVICE, POWERED BY HUMAN CONNECTIONS.
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2020-12-08
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FINANCIAL ADVICE, POWERED BY HUMAN CONNECTIONS.

Goods And Services

For:
Financial services, namely, wealth management services
First Use:
2020-12-02
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 29 Mar 2025

Sources: New York Secretary of State