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WEALTH LEGACY ADVISORS LLC

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Company Details

Name: WEALTH LEGACY ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 01 Jul 2013 (12 years ago)
Entity Number: 4425480
ZIP code: 10022
County: Westchester
Place of Formation: New York
Address: 36 SUTTON PLACE SOUTH, #4F, NEW YORK, NY, United States, 10022

DOS Process Agent

Name Role Address
SUSAN R. SCHOENFELD DOS Process Agent 36 SUTTON PLACE SOUTH, #4F, NEW YORK, NY, United States, 10022

History

Start date End date Type Value
2023-07-01 2025-07-01 Address 36 SUTTON PLACE SOUTH, #4F, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2016-08-08 2023-07-01 Address 36 SUTTON PLACE SOUTH #4F, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2013-07-01 2016-08-08 Address 106 HIGHLAND ROAD, SCARSDALE, NY, 10583, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250701047586 2025-07-01 BIENNIAL STATEMENT 2025-07-01
230701000060 2023-07-01 BIENNIAL STATEMENT 2023-07-01
210728000702 2021-07-28 BIENNIAL STATEMENT 2021-07-28
190712060047 2019-07-12 BIENNIAL STATEMENT 2019-07-01
170705006746 2017-07-05 BIENNIAL STATEMENT 2017-07-01

Trademarks Section

Serial Number:
98303948
Mark:
WLA WEALTH LEGACY ADVISORS
Status:
PUBLICATION/ISSUE REVIEW COMPLETE
Mark Type:
SERVICE MARK
Application Filing Date:
2023-12-07
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
WLA WEALTH LEGACY ADVISORS

Goods And Services

For:
Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning consultation; Philanthropy consulta...
First Use:
2013-07-01
International Classes:
036 - Primary Class
Class Status:
Active
For:
Consulting services in business organization and management; Business consulting and business information for enterprises; Business consulting and information services; Business consulting for enterprises; Business consulting services; Business consulting, inquiries or information; Business consulti...
First Use:
2013-07-01
International Classes:
035 - Primary Class
Class Status:
Active
For:
Consulting in the field of personal relationships; Personal growth and motivation consulting services
First Use:
2013-07-01
International Classes:
045 - Primary Class
Class Status:
Active

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State