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THE PORTFOLIO STRATEGY GROUP, LLC

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Company Details

Name: THE PORTFOLIO STRATEGY GROUP, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 17 Jan 2013 (12 years ago)
Entity Number: 4347124
ZIP code: 10005
County: New York
Place of Formation: Delaware
Address: 28 LIBERTY ST., NEW YORK, NY, United States, 10005

Agent

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

DOS Process Agent

Name Role Address
THE PORTFOLIO STRATEGY GROUP, LLC DOS Process Agent 28 LIBERTY ST., NEW YORK, NY, United States, 10005

History

Start date End date Type Value
2019-01-28 2025-01-06 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2019-01-28 2025-01-06 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2013-01-17 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Registered Agent)
2013-01-17 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250106001825 2025-01-06 BIENNIAL STATEMENT 2025-01-06
230104000468 2023-01-04 BIENNIAL STATEMENT 2023-01-01
210106061553 2021-01-06 BIENNIAL STATEMENT 2021-01-01
SR-62608 2019-01-28 CERTIFICATE OF CHANGE 2019-01-28
SR-62609 2019-01-28 CERTIFICATE OF CHANGE 2019-01-28

Trademarks Section

Serial Number:
86780338
Mark:
THE PORTFOLIO STRATEGY GROUP
Status:
SECTION 8-ACCEPTED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-10-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE PORTFOLIO STRATEGY GROUP

Goods And Services

For:
Financial services, namely, investment advisory services and wealth management
First Use:
1990-09-28
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98209885
Mark:
THE FAMILY BEHIND YOUR FAMILY
Status:
STATEMENT OF USE - TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2023-10-04
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE FAMILY BEHIND YOUR FAMILY

Goods And Services

For:
Financial services, namely, investment advisory services and wealth management
First Use:
2024-01-18
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State