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FOLIO DYNAMICS INC.

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Company Details

Name: FOLIO DYNAMICS INC.
Jurisdiction: New York
Legal type: FOREIGN DESIGNATION OF THE SECRETARY OF STATE
Status: Recorded
Date of registration: 20 Aug 2008 (17 years ago)
Date of dissolution: 20 Aug 2008
Entity Number: 3711422
County: Blank
Place of Formation: Delaware

Form 5500 Series

Employer Identification Number (EIN):
261526401
Plan Year:
2013
Number Of Participants:
61
Sponsors Telephone Number:
Plan Year:
2012
Number Of Participants:
55
Sponsors Telephone Number:
Plan Year:
2011
Number Of Participants:
50
Sponsors Telephone Number:
Plan Year:
2010
Number Of Participants:
52
Sponsors Telephone Number:

Trademarks Section

Serial Number:
77588028
Mark:
WEALTH SERVICING MADE SEAMLESS
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2008-10-08
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WEALTH SERVICING MADE SEAMLESS

Goods And Services

For:
providing temporary use of on line non-downloadable software for use in the management of financial accounts of others
First Use:
2008-11-01
International Classes:
042 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Court Cases

Court Case Summary

Filing Date:
2016-05-31
Status:
Terminated
Nature Of Judgment:
no monetary award
Jury Demand:
Neither plaintiff nor defendant demands jury
Nature Of Suit:
Other Contract Actions

Parties

Party Name:
FOLIO DYNAMICS INC.
Party Role:
Plaintiff
Party Name:
CAPITAL ASSET ADVISORY SERVICE
Party Role:
Defendant

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Date of last update: 28 Mar 2025

Sources: New York Secretary of State