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TOTAL ALIGNMENT WEALTH ADVISORS, LLC

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Company Details

Name: TOTAL ALIGNMENT WEALTH ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 04 Jan 2013 (12 years ago)
Entity Number: 4341434
ZIP code: 10001
County: New York
Place of Formation: New York
Address: 5 PENN PLAZA FLOOR 19, NEW YORK, NY, United States, 10001

DOS Process Agent

Name Role Address
TOTAL ALIGNMENT WEALTH ADVISORS, LLC DOS Process Agent 5 PENN PLAZA FLOOR 19, NEW YORK, NY, United States, 10001

History

Start date End date Type Value
2023-06-23 2025-01-10 Address 5 PENN PLAZA FLOOR 19, NEW YORK, NY, 10001, USA (Type of address: Service of Process)
2014-12-03 2023-06-23 Address 5 PENN PLAZA FLOOR 19, NEW YORK, NY, 10001, USA (Type of address: Service of Process)
2013-01-04 2014-12-03 Address 80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250110002033 2025-01-10 BIENNIAL STATEMENT 2025-01-10
230623004773 2023-06-23 BIENNIAL STATEMENT 2023-01-01
210129060074 2021-01-29 BIENNIAL STATEMENT 2021-01-01
190117060149 2019-01-17 BIENNIAL STATEMENT 2019-01-01
170109006283 2017-01-09 BIENNIAL STATEMENT 2017-01-01

USAspending Awards / Financial Assistance

Date:
2020-04-11
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:
81615.00
Total Face Value Of Loan:
81615.00

Trademarks Section

Serial Number:
85899912
Mark:
TOTAL ALIGNMENT
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2013-04-10
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
TOTAL ALIGNMENT

Goods And Services

For:
Educational services, namely, conducting classes, seminars, conferences and workshops in the fields of tax planning, tax advisory services, tax information and consultancy services, financial planning, family office services, wealth management, investment advisory services, financial planning servic...
First Use:
2013-04-14
International Classes:
041 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
85899908
Mark:
TOTAL ALIGNMENT
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2013-04-10
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
TOTAL ALIGNMENT

Goods And Services

For:
Providing a virtual family office repository in the nature of a website for the electronic storage of financial documents and papers for family members and their advisors
First Use:
2013-04-14
International Classes:
039 - Primary Class
Class Status:
Sec. 8 – Entire Registration
For:
Wealth management, financial planning, and investment advisory services; financial services in the nature of multi-family office services, namely, financial planning services for retirement, estate planning, financial consultation in the nature of advising on charitable donations, estate trust manag...
First Use:
2013-04-14
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
For:
Computer services, namely, providing an interactive website featuring technology that allows a team of financial advisors to combine their expertise to manage financial accounts, documents and papers of a single family; providing a website featuring technology that enables financial advisors to cons...
First Use:
2013-04-14
International Classes:
042 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Paycheck Protection Program

Date Approved:
2020-04-11
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
81615
Current Approval Amount:
81615
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
82365.95

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State