Search icon

SAMALIN INVESTMENT COUNSEL, LLC

Company claim

Is this your business?

Get access!

Company Details

Name: SAMALIN INVESTMENT COUNSEL, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 27 Apr 2007 (18 years ago)
Entity Number: 3509268
ZIP code: 10514
County: Westchester
Place of Formation: Delaware
Address: 297 KING ST, CHAPPAQUA, NY, United States, 10514

DOS Process Agent

Name Role Address
SAMALIN INVESTMENT COUNSEL, LLC DOS Process Agent 297 KING ST, CHAPPAQUA, NY, United States, 10514

Form 5500 Series

Employer Identification Number (EIN):
208824391
Plan Year:
2017
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2016
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2015
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2014
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2013
Number Of Participants:
3
Sponsors Telephone Number:

History

Start date End date Type Value
2011-05-10 2013-04-15 Address 297 KING ST, CHAPPAGNA, NY, 10514, USA (Type of address: Service of Process)
2007-04-27 2011-05-10 Address 100 SOUTH BEDFORD ROAD, MT KISCO, NY, 10549, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
130415006460 2013-04-15 BIENNIAL STATEMENT 2013-04-01
110510003067 2011-05-10 BIENNIAL STATEMENT 2011-04-01
090401002408 2009-04-01 BIENNIAL STATEMENT 2009-04-01
070830000757 2007-08-30 CERTIFICATE OF PUBLICATION 2007-08-30
070427000371 2007-04-27 APPLICATION OF AUTHORITY 2007-04-27

USAspending Awards / Financial Assistance

Date:
2020-05-02
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:
69534.00
Total Face Value Of Loan:
69534.00

Trademarks Section

Serial Number:
98876259
Mark:
PAY YOURSELF FIRST
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2024-11-27
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PAY YOURSELF FIRST
Serial Number:
85775169
Mark:
CHIEF FINANCIAL SOLUTIONIST
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2012-11-08
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CHIEF FINANCIAL SOLUTIONIST

Goods And Services

For:
Consulting services featuring investment and financial counseling
First Use:
2013-12-06
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
86839529
Mark:
EMPOWERED BY CONFIDENCE
Status:
CANCELLATION TERMINATED - SEE TTAB RECORDS
Mark Type:
SERVICE MARK
Application Filing Date:
2015-12-04
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
EMPOWERED BY CONFIDENCE

Goods And Services

For:
Consulting services featuring investment, financial planning, and financial counseling services
First Use:
2016-03-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
86561867
Mark:
AMERICA'S DIVORCE FINANCIAL PLANNER
Status:
SECTION 8-ACCEPTED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-03-12
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
AMERICA'S DIVORCE FINANCIAL PLANNER

Goods And Services

For:
Consulting services featuring financial planning, financial counseling, and investing
First Use:
2015-12-02
International Classes:
036 - 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:
69534
Current Approval Amount:
69534
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
70162.31

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 28 Mar 2025

Sources: New York Secretary of State