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VERIS WEALTH PARTNERS, LLC

Company Details

Name: VERIS WEALTH PARTNERS, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 04 May 2007 (18 years ago)
Entity Number: 3512709
ZIP code: 12210
County: New York
Place of Formation: Delaware
Address: ONE COMMERCE PLAZA, 99 WASHINGTON AVENUE #805A, ALBANY, NY, United States, 12210

Agent

Name Role Address
PARACORP INCORPORATED Agent ONE COMMERCE PLAZA, 99 WASHINGTON AVENUE #805A, ALBANY, NY, 12210

DOS Process Agent

Name Role Address
C/O PARACORP INCORPORATED DOS Process Agent ONE COMMERCE PLAZA, 99 WASHINGTON AVENUE #805A, ALBANY, NY, United States, 12210

Form 5500 Series

Employer Identification Number (EIN):
260162611
Plan Year:
2015
Number Of Participants:
15
Sponsors Telephone Number:
Plan Year:
2014
Number Of Participants:
15
Sponsors Telephone Number:
Plan Year:
2013
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2012
Number Of Participants:
14
Sponsors Telephone Number:
Plan Year:
2011
Number Of Participants:
16
Sponsors Telephone Number:

History

Start date End date Type Value
2023-05-31 2025-05-02 Address ONE COMMERCE PLAZA, 99 WASHINGTON AVENUE #805A, ALBANY, NY, 12210, USA (Type of address: Service of Process)
2023-05-31 2025-05-02 Address ONE COMMERCE PLAZA, 99 WASHINGTON AVENUE #805A, ALBANY, NY, 12210, 2822, USA (Type of address: Registered Agent)
2020-11-25 2023-05-31 Address ONE COMMERCE PLAZA, 99 WASHINGTON AVENUE #805A, ALBANY, NY, 12210, 2822, USA (Type of address: Service of Process)
2020-11-25 2023-05-31 Address ONE COMMERCE PLAZA, 99 WASHINGTON AVENUE #805A, ALBANY, NY, 12210, 2822, USA (Type of address: Registered Agent)
2018-12-07 2020-11-25 Address 17 STATE STREET, SUITE 2450, NEW YORK, NY, 10004, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250502004760 2025-05-02 BIENNIAL STATEMENT 2025-05-02
230531004749 2023-05-31 BIENNIAL STATEMENT 2023-05-01
210528060106 2021-05-28 BIENNIAL STATEMENT 2021-05-01
201125000499 2020-11-25 CERTIFICATE OF CHANGE 2020-11-25
181207006320 2018-12-07 BIENNIAL STATEMENT 2017-05-01

USAspending Awards / Financial Assistance

Date:
2020-04-28
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:
466600.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
77511591
Mark:
VERIS WEALTH MANAGEMENT
Status:
ABANDONED - NO STATEMENT OF USE FILED
Mark Type:
SERVICE MARK
Application Filing Date:
2008-06-30
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
VERIS WEALTH MANAGEMENT

Goods And Services

For:
Financial management; Financial planning; Financial consultation; Financial investment in the field of securities and mutual funds; Financial analysis and consultation; Financial planning consultation; Financial portfolio management; Fund investment consultation; Insurance consultation; Investment a...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
77379952
Mark:
SUSTAINABLE STRATEGIES
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2008-01-24
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
SUSTAINABLE STRATEGIES

Goods And Services

For:
Financial analysis and consultation; Financial consultation; Financial investment in the field of securities and mutual funds; Financial management; Financial planning; Financial planning consultation; Financial portfolio management; Financial services, namely, a total portfolio offering for high ne...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
77511837
Mark:
VALUES. WEALTH. SUSTAINABILITY.
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2008-06-30
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
VALUES. WEALTH. SUSTAINABILITY.

Goods And Services

For:
Financial management; Financial portfolio management; Investment management; Management of portfolios comprising securities; Investment advice; Investment consultation; Financial investment in the field of securities and mutual funds; Estate planning; Financial planning; Financial planning consultat...
First Use:
2007-07-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
77153897
Mark:
VERIS WEALTH PARTNERS
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2007-04-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
VERIS WEALTH PARTNERS

Goods And Services

For:
Financial analysis and consultation; Financial consultation; Financial investment in the field of securities and mutual funds; Financial management; Financial planning; Financial planning consultation; Financial portfolio management; Advice relating to investments; Fund investment consultation; Inve...
First Use:
2007-07-01
International Classes:
036 - Primary Class
Class Status:
Active

Date of last update: 28 Mar 2025

Sources: New York Secretary of State