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  5. CHARLES FINANCIAL STRATEGIES LLC

CHARLES FINANCIAL STRATEGIES LLC

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Company Details

Name: CHARLES FINANCIAL STRATEGIES LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 30 Sep 2010 (15 years ago)
Entity Number: 4001636
ZIP code: 11427
County: Queens
Place of Formation: New York
Activity Description: CPA and CIA Tutoring Services and Seminars, CFO support
Address: 8940 208TH STREET, QUEENS VILLAGE, NY, United States, 11427

Contact Details

Website http://charlesfs.com

Phone +1 646-739-6603

Activities

#611691 Exam Preparation and Tutoring

DOS Process Agent

Name Role Address
CHARLES FINANCIAL STRATEGIES LLC DOS Process Agent 8940 208TH STREET, QUEENS VILLAGE, NY, United States, 11427

U.S. Small Business Administration Profile

Website:
www.charlesfs.com
Phone Number:
646-739-6603
E-mail Address:
scharles@charlesfs.com
Contact Person:
SABINE CHARLES
Ownership and Self-Certifications:
Black American, Women-Owned Small Business, Woman Owned
Capabilities Statement Link:
https://www.charlesfs.com/capability-statement
User ID:
P2189831

Unique Entity ID

Unique Entity ID:
PL45MEVTE2W5
CAGE Code:
8AQF7
UEI Expiration Date:
2025-10-31

Business Information

URL:
www.charlesfs.com
Division Name:
CHARLES FINANCIAL STRATEGIES LLC
Activation Date:
2024-11-04
Initial Registration Date:
2019-04-04

History

Start date End date Type Value
2023-02-07 2024-09-09 Address 8940 208TH STREET, QUEENS VILLAGE, NY, 11427, USA (Type of address: Service of Process)
2010-09-30 2023-02-07 Address 8940 208TH STREET, QUEENS VILLAGE, NY, 11427, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240909000118 2024-09-09 BIENNIAL STATEMENT 2024-09-09
230207000264 2023-02-07 BIENNIAL STATEMENT 2022-09-01
200904060289 2020-09-04 BIENNIAL STATEMENT 2020-09-01
180905006765 2018-09-05 BIENNIAL STATEMENT 2018-09-01
161005006722 2016-10-05 BIENNIAL STATEMENT 2016-09-01

USAspending Awards / Financial Assistance

Date:
2024-06-04
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
AWARDTYPE: GUARANTEED/INSURED LOANS ACTIVITIES TO BE PERFORMED: TO PROVIDE GUARANTEED LOANS FROM LENDERS TO ELIGIBLE FOR PROFIT SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE BUT CAN DEMONSTRATE AN ABILITY TO REPAY LOANS IF GRANTED, IN A TIMELY MANNER. THE SBA GUARANTEES 7(A) PROGRAM LOANS THROUGH VARIOUS LOAN PROCESSING METHODS INCLUDING: (1) STANDARD 7(A) LOANS; (2) 7(A) SMALL LOANS; (3) SBAEXPRESS LOANS; (4) CAPLINE LOANS; (5) THE QUALIFIED EMPLOYEE TRUSTS (ESOP); (6) EXPORT EXPRESS; (7)EXPORT WORKING CAPITAL PROGRAM (EWCP); (8) INTERNATIONAL TRADE, AND (9) PILOT (TEMPORARY) PROGRAMS. DELIVERABLES: LOAN GUARANTEES EXPECTED OUTCOMES: TO PROVIDE GUARANTEED LOANS FROM LENDERS TO ELIGIBLE FOR PROFIT SMALL BUSINESSES AND, IN CERTAIN CIRCUMSTANCES, TO QUALIFIED EMPLOYEE TRUSTS (ESOPS). INTENDED BENEFICIARIES: SMALL BUSINESSES SUBRECIPIENT ACTIVITIES: NA
Obligated Amount:
0.00
Face Value Of Loan:
25000.00
Total Face Value Of Loan:
25000.00

Trademarks Section

Serial Number:
88072259
Mark:
CIA BOOTCAMP
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2018-08-09
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
CIA BOOTCAMP
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of internal auditor examination preparation
First Use:
2018-04-05
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
98387334
Mark:
LEADERSHIP MEQ
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2024-02-01
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
LEADERSHIP MEQ
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Educational and entertainment services, namely, providing motivational speaking services in the field of professional development; Educational services, namely, conducting courses, non-downloadable webinars, classes, seminars, workshops, and conferences in the field of professional development and d...
First Use:
2023-06-09
International Classes:
041 - Primary Class
Class Status:
Active
For:
Printed educational materials in the field of professional development
First Use:
2023-06-09
International Classes:
016 - Primary Class
Class Status:
Active
Serial Number:
88072416
Mark:
TAPA INSTITUTE EXAM PREP, SEMINARS, ANDAPPRENTICESHIPS
Status:
SECTION 8-ACCEPTED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-08-09
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
TAPA INSTITUTE EXAM PREP, SEMINARS, ANDAPPRENTICESHIPS
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of accounting, healthcare auditor examination preparation, certified public accountant examination preparation and internal auditor examination preparation
First Use:
2018-01-03
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
88072337
Mark:
THE CPA DOCTOR
Status:
SECTION 8-ACCEPTED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-08-09
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
THE CPA DOCTOR
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of certified public accountant examination preparation
First Use:
2018-07-06
International Classes:
041 - Primary Class
Class Status:
Active

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Date of last update: 21 Jul 2025

Sources: New York Secretary of State

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