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  5. FUSION FAMILY WEALTH, LLC

FUSION FAMILY WEALTH, LLC

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Company Details

Name: FUSION FAMILY WEALTH, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 15 Nov 2013 (12 years ago)
Entity Number: 4488045
ZIP code: 95833
County: New York
Place of Formation: Delaware
Address: 2804 GATEWAY OAKS DRIVE #100, SACRAMENTO, CA, United States, 95833

DOS Process Agent

Name Role Address
C/O PARACORP INCORPORATED DOS Process Agent 2804 GATEWAY OAKS DRIVE #100, SACRAMENTO, CA, United States, 95833

History

Start date End date Type Value
2013-11-15 2018-11-26 Address 2804 GATESWAY OAKS DR #200, SACRAMENTO, CA, 95833, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
200626002004 2020-06-26 BIENNIAL STATEMENT 2019-11-01
191016060384 2019-10-16 BIENNIAL STATEMENT 2017-11-01
181126000517 2018-11-26 CERTIFICATE OF CHANGE 2018-11-26
140121000497 2014-01-21 CERTIFICATE OF PUBLICATION 2014-01-21
131115000948 2013-11-15 APPLICATION OF AUTHORITY 2013-11-15

USAspending Awards / Financial Assistance

Date:
2020-05-02
Link:
View on USAspending
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:
-176830.00
Total Face Value Of Loan:
0.00
Date:
2020-04-28
Link:
View on USAspending
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:
151868.00
Total Face Value Of Loan:
151868.00

Trademarks Section

Serial Number:
98373777
Mark:
FUSION FAMILY WEALTH
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2024-01-24
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FUSION FAMILY WEALTH
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial planning and investment advisory services; Financial services, namely, wealth management services
First Use:
2013-12-31
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
97925387
Mark:
CRAZY WEALTHY
Status:
STATEMENT OF USE - TO EXAMINER
Mark Type:
TRADEMARK
Application Filing Date:
2023-05-08
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CRAZY WEALTHY
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Downloadable podcasts in the field of the psychology of money and investments
First Use:
2024-11-04
International Classes:
009 - Primary Class
Class Status:
Active
Serial Number:
97264861
Mark:
HELPING INVESTORS BEHAVE THEIR WAY TO WEALTH
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2022-02-13
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
HELPING INVESTORS BEHAVE THEIR WAY TO WEALTH
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial planning and investment advisory services; Financial services, namely, wealth management services
First Use:
2021-12-10
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
86247814
Mark:
PSYFI
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2014-04-09
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
PSYFI
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial planning and investment advisory services; Financial services, namely, wealth management services
First Use:
2014-01-15
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
151868
Current Approval Amount:
151868
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
153066.3

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Related by address

2804 GATEWAY OAKS DRIVE #100, SACRAMENTO, CA, United States, 95833

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State

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