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U.S. WEALTH GROUP, LLC

Company Details

Name: U.S. WEALTH GROUP, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 16 Jun 2006 (19 years ago)
Entity Number: 3376976
ZIP code: 11797
County: Suffolk
Place of Formation: New York
Address: 7600 JERICHO TPKE STE 303, WOODBURY, NY, United States, 11797

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 7600 JERICHO TPKE STE 303, WOODBURY, NY, United States, 11797

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001554427
Phone:
5166829800

Latest Filings

Form type:
13F-HR
File number:
028-25023
Filing date:
2025-02-13
File:

Form 5500 Series

Employer Identification Number (EIN):
205384471
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2011
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2011
Number Of Participants:
2
Sponsors Telephone Number:

History

Start date End date Type Value
2006-06-16 2008-06-06 Address 745 QUEEN ANNE ROAD, TEANECK, NJ, 07666, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
140603006998 2014-06-03 BIENNIAL STATEMENT 2014-06-01
120621006068 2012-06-21 BIENNIAL STATEMENT 2012-06-01
100615002617 2010-06-15 BIENNIAL STATEMENT 2010-06-01
080606000432 2008-06-06 CERTIFICATE OF CHANGE 2008-06-06
060818000499 2006-08-18 CERTIFICATE OF AMENDMENT 2006-08-18

USAspending Awards / Financial Assistance

Date:
2020-06-24
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
2000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
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:
38500.00
Total Face Value Of Loan:
38500.00

Trademarks Section

Serial Number:
77023301
Mark:
U.S. WEALTH GROUP
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2006-10-17
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
U.S. WEALTH GROUP

Goods And Services

For:
Cash management; Estate planning; Financial planning; Financial planning consultation; Brokerage of shares or stocks and other securities; Investment management; Investment services, namely asset acquisition, consultation, development and management services; Financial services, namely assisting oth...
First Use:
2006-09-20
International Classes:
036 - Primary Class
Class Status:
Active

Date of last update: 28 Mar 2025

Sources: New York Secretary of State