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FINANCIAL INSIGHT TECHNOLOGY, INC.

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Company Details

Name: FINANCIAL INSIGHT TECHNOLOGY, INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 27 May 2011 (14 years ago)
Entity Number: 4099900
ZIP code: 10017
County: Suffolk
Place of Formation: Delaware
Address: 535 FIFTH AVE, FL 30, NEW YORK, NY, United States, 10017

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY ST., NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
MICHAEL CARVIN DOS Process Agent 535 FIFTH AVE, FL 30, NEW YORK, NY, United States, 10017

Chief Executive Officer

Name Role Address
MICHAEL CARVIN Chief Executive Officer 535 FIFTH AVE, FL 30, NEW YORK, NY, United States, 10017

History

Start date End date Type Value
2018-06-06 2021-05-03 Address 632 BROADWAY, 4TH FLOOR, NEW YORK, NY, 10012, USA (Type of address: Chief Executive Officer)
2018-06-06 2021-05-03 Address 632 BROADWAY, 4TH FLOOR, NEW YORK, NY, 10012, USA (Type of address: Service of Process)
2017-03-07 2018-06-06 Address 36 WEST 20TH ST, 3RD FLOOR, NEW YORK, NY, 10011, USA (Type of address: Principal Executive Office)
2017-03-07 2018-06-06 Address 36 WEST 20TH ST, 3RD FLOOR, NEW YORK, NY, 10011, USA (Type of address: Chief Executive Officer)
2014-03-12 2017-03-07 Address 44 WALL STREET, #705, NY, NY, 10005, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
210503061476 2021-05-03 BIENNIAL STATEMENT 2021-05-01
191025060061 2019-10-25 BIENNIAL STATEMENT 2019-05-01
SR-57609 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28
180606006444 2018-06-06 BIENNIAL STATEMENT 2017-05-01
170307006222 2017-03-07 BIENNIAL STATEMENT 2015-05-01

USAspending Awards / Financial Assistance

Date:
2020-05-11
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:
-2608030.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
88339873
Mark:
SMARTADVISOR
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-03-14
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
SMARTADVISOR

Goods And Services

For:
Matching consumers with professionals in the field of financial services
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
85752460
Mark:
SMARTASSET
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2012-10-12
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
SMARTASSET

Goods And Services

For:
On-line financial planning services; financial planning consultation
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
85752464
Mark:
SMARTASSET
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2012-10-12
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
SMARTASSET

Goods And Services

For:
Platform as a service (PAAS) featuring computer software platforms for financial planning
International Classes:
042 - Primary Class
Class Status:
Active
Serial Number:
99064726
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-03-03

Goods And Services

For:
Platform as a service (PAAS) featuring computer software platforms for financial planning
International Classes:
042 - Primary Class
Class Status:
Active
Serial Number:
99064700
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-03-03

Goods And Services

For:
On-line financial planning services; Financial planning consultation
First Use:
2025-01-27
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State