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WEALTHCFO LLC

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Company Details

Name: WEALTHCFO LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 11 Mar 2013 (12 years ago)
Entity Number: 4372092
ZIP code: 14228
County: Erie
Place of Formation: New York
Address: 1400 SWEET HOME RD., AMHERST, NY, United States, 14228

Agent

Name Role Address
RICHARD BROTZ Agent 1400 SWEET HOME RD., AMHERST, NY, 14228

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 1400 SWEET HOME RD., AMHERST, NY, United States, 14228

Filings

Filing Number Date Filed Type Effective Date
130311000919 2013-03-11 ARTICLES OF ORGANIZATION 2013-03-11

Trademarks Section

Serial Number:
76070980
Mark:
WEALTHCFO
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2000-06-15
Mark Drawing Type:
Typeset: Word(s)/letter(s)/number(s)
Mark Literal Elements:
WEALTHCFO

Goods And Services

For:
Investment management services; estate planning services; insurance consultation services
First Use:
2000-05-31
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
For:
Tax consultation
First Use:
2000-05-31
International Classes:
035 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
76070981
Mark:
WEALTHCFO LLC YOUR PERSONAL CHIEF FINANCIAL OFFICER.
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2000-06-15
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Mark Literal Elements:
WEALTHCFO LLC YOUR PERSONAL CHIEF FINANCIAL OFFICER.

Goods And Services

For:
investment management services; estate planning services; insurance consultation services
First Use:
2000-05-31
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
For:
Tax consultation
First Use:
2000-05-31
International Classes:
035 - Primary Class
Class Status:
Sec. 8 – Entire Registration

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State