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OPES PRIVATE WEALTH MANAGEMENT LLC

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Company Details

Name: OPES PRIVATE WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 25 Nov 2013 (12 years ago)
Entity Number: 4492149
ZIP code: 11937
County: Suffolk
Place of Formation: New York
Address: 1 BARCLAY COURT, EAST HAMPTON, NY, United States, 11937

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 1 BARCLAY COURT, EAST HAMPTON, NY, United States, 11937

Filings

Filing Number Date Filed Type Effective Date
140210000121 2014-02-10 CERTIFICATE OF CHANGE 2014-02-10
140203000155 2014-02-03 CERTIFICATE OF PUBLICATION 2014-02-03
131125000464 2013-11-25 ARTICLES OF ORGANIZATION 2013-11-25

USAspending Awards / Financial Assistance

Date:
2020-05-30
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
0.00
Date:
2020-04-23
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
87182956
Mark:
OPES PRIVATE WEALTH MANAGEMENT
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2016-09-26
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
OPES PRIVATE WEALTH MANAGEMENT

Goods And Services

For:
Financial services, namely, wealth management; Financial services, namely, advice relating to investments, asset management, cash management; Financial analysis and consultation, financial planning consultation, financial portfolio management; Insurance services, namely, writing property and casualt...
First Use:
2013-12-15
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