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  5. ED SLOTT AND COMPANY, LLC

ED SLOTT AND COMPANY, LLC

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Company Details

Name: ED SLOTT AND COMPANY, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 04 Jan 2007 (18 years ago)
Entity Number: 3457562
ZIP code: 11570
County: Nassau
Place of Formation: New York
Address: 100 MERRICK RD., STE 200 EAST, ROCKVILLE CENTRE, NY, United States, 11570

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 100 MERRICK RD., STE 200 EAST, ROCKVILLE CENTRE, NY, United States, 11570

History

Start date End date Type Value
2007-01-04 2007-02-20 Address 100 MERRICK ROAD, STE.200 EAST, ROCKVILLE CENTRE, NY, 11510, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210107060402 2021-01-07 BIENNIAL STATEMENT 2021-01-01
190117060114 2019-01-17 BIENNIAL STATEMENT 2019-01-01
170106006238 2017-01-06 BIENNIAL STATEMENT 2017-01-01
150130006480 2015-01-30 BIENNIAL STATEMENT 2015-01-01
130211002321 2013-02-11 BIENNIAL STATEMENT 2013-01-01

USAspending Awards / Financial Assistance

Date:
2020-06-03
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:
-0.80
Total Face Value Of Loan:
161119.00

Trademarks Section

Serial Number:
90089888
Mark:
ED SLOTT'S ELITE IRA ADVISOR GROUP
Status:
REGISTERED
Mark Type:
COLLECTIVE MEMBERSHIP MARK
Application Filing Date:
2020-08-03
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
ED SLOTT'S ELITE IRA ADVISOR GROUP
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Indicating membership in a group of financial planning and investment advisors
International Classes:
200 - Primary Class
Class Status:
Active
Serial Number:
90015842
Mark:
ED SLOTT'S MASTER ELITE IRA ADVISOR GROUP
Status:
REGISTERED
Mark Type:
COLLECTIVE MEMBERSHIP MARK
Application Filing Date:
2020-06-23
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
ED SLOTT'S MASTER ELITE IRA ADVISOR GROUP
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Indicating membership in a group of financial planning and investment advisors
International Classes:
200 - Primary Class
Class Status:
Active
Serial Number:
85057062
Mark:
ED SLOTT'S ELITE IRA ADVISOR GROUP
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2010-06-08
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
ED SLOTT'S ELITE IRA ADVISOR GROUP
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Educational services, namely, conducting live workshops in the field of financial investment advisory services and distribution of training materials in connection therewith; providing webcasts in the field of financial investment advisory services; providing live educational teleconferences in the...
International Classes:
041 - Primary Class
Class Status:
Active
For:
Website featuring information in the field of financial investment advisory services; financial investment consulting services provided via telephone
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
85056993
Mark:
ED SLOTT'S MASTER ELITE IRA ADVISOR GROUP
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2010-06-08
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
ED SLOTT'S MASTER ELITE IRA ADVISOR GROUP
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Educational services, namely, conducting live workshops in the field of financial investment advisory services and distribution of training materials in connection therewith; providing webcasts in the field of financial investment advisory services; providing live educational teleconferences in the...
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
85056322
Mark:
INSTANT IRA SUCCESS
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2010-06-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
INSTANT IRA SUCCESS
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Educational services, namely, conducting live and online workshops and seminars in the field of financial and investment advisory services and distribution of training materials in connection therewith
International Classes:
041 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
161119.8
Current Approval Amount:
161119
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
162693.58

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Date of last update: 28 Mar 2025

Sources: New York Secretary of State

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