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CLARFELD FINANCIAL ADVISORS, LLC

CLARFELD FINANCIAL ADVISORS, LLC

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Company Details

Name:	CLARFELD FINANCIAL ADVISORS, LLC
Jurisdiction:	New York
Legal type:	FOREIGN LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	05 Dec 2013 (12 years ago)
Entity Number:	4496436
ZIP code:	12207
County:	Westchester
Place of Formation:	Delaware
Address:	80 STATE STREET, ALBANY, NY, United States, 12207

DOS Process Agent

Name	Role	Address
C/O CORPORATION SERVICE COMPANY	DOS Process Agent	80 STATE STREET, ALBANY, NY, United States, 12207

Form 5500 Series

Employer Identification Number (EIN):

463179237

Plan Year:

2019

Number Of Participants:

Sponsors Telephone Number:

9148460100

File:

View File

Plan Year:

2018

Number Of Participants:

Sponsors Telephone Number:

9148460100

File:

View File

Plan Year:

2017

Number Of Participants:

Sponsors Telephone Number:

9148460100

File:

View File

Plan Year:

2016

Number Of Participants:

120

Sponsors Telephone Number:

9148460100

File:

View File

Plan Year:

2015

Number Of Participants:

Sponsors Telephone Number:

9148460100

File:

View File

History

Start date	End date	Type	Value
2019-03-06	2023-12-11	Address	80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Service of Process)
2018-03-16	2019-03-06	Address	520 WHITE PLAINS ROAD 3RD FL, TARRYTOWN, NY, 10591, USA (Type of address: Service of Process)
2013-12-05	2018-03-16	Address	560 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591, USA (Type of address: Service of Process)

Filings

Filing Number	Date Filed	Type	Effective Date
231211001376	2023-12-11	BIENNIAL STATEMENT	2023-12-01
211201000554	2021-12-01	BIENNIAL STATEMENT	2021-12-01
191202062672	2019-12-02	BIENNIAL STATEMENT	2019-12-01
190306000006	2019-03-06	CERTIFICATE OF CHANGE	2019-03-06
190228060228	2019-02-28	BIENNIAL STATEMENT	2017-12-01

Trademarks Section

Serial Number:

87657501

Mark:

LIFESLATE

Status:

CANCELLED - SECTION 8

Mark Type:

SERVICE MARK

Application Filing Date:

2017-10-24

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

LIFESLATE

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Financial records management

First Use:

2016-04-19

International Classes:

035 - Primary Class

Class Status:

Sec. 8 – Entire Registration

Serial Number:

76096341

Mark:

WEALTH NAVIGATORS

Status:

ABANDONED - EXPRESS

Mark Type:

SERVICE MARK

Application Filing Date:

2000-07-25

Mark Drawing Type:

Typeset: Word(s)/letter(s)/number(s)

Mark Literal Elements:

WEALTH NAVIGATORS

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

financial planning tax and investment services

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

87056408

Mark:

LIFESLATE

Status:

ABANDONED - NO STATEMENT OF USE FILED

Mark Type:

SERVICE MARK

Application Filing Date:

2016-06-01

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

LIFESLATE

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Family office services, namely, personal financial planning services, investment advisory services, wealth management services, financial planning for retirement, estate planning services, life insurance brokerage services; estate trust management; financial trust operations; financial risk manageme...

International Classes:

036 - Primary Class

Class Status:

Active

For:

Tax planning and preparation

International Classes:

035 - Primary Class

Class Status:

Active

Serial Number:

85256646

Mark:

WEALTH STRATEGISTS & FINANCIAL CONFIDANTES

Status:

CANCELLED - SECTION 8

Mark Type:

SERVICE MARK

Application Filing Date:

2011-03-03

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

WEALTH STRATEGISTS & FINANCIAL CONFIDANTES

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Personal financial planning services, investment advisory services, wealth management services, financial planning for retirement, estate planning services, life insurance brokerage services, estate trust management; financial trust operations; financial risk management services; executive bill payi...

First Use:

2010-09-01

International Classes:

036 - Primary Class

Class Status:

Sec. 8 – Entire Registration

For:

Tax Planning and preparation

First Use:

2010-09-01

International Classes:

035 - Primary Class

Class Status:

Sec. 8 – Entire Registration

Serial Number:

85256530

Mark:

CLARFELD WEALTH STRATEGISTS & FINANCIAL CONFIDANTES

Status:

CANCELLED - SECTION 8

Mark Type:

SERVICE MARK

Application Filing Date:

2011-03-03

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

CLARFELD WEALTH STRATEGISTS & FINANCIAL CONFIDANTES

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Personal financial planning services, investment advisory services, wealth management services, financial planning for retirement, estate planning services, life insurance brokerage services; estate trust management; financial trust operations; financial risk management services; executive bill payi...

First Use:

2010-09-01

International Classes:

036 - Primary Class

Class Status:

Sec. 8 – Entire Registration

For:

Tax planning and preparation

First Use:

2010-09-01

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

CLARFELD FINANCIAL ADVISORS, LLC

Is this your business?

Company Details

DOS Process Agent

Form 5500 Series

History

Filings

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Reviews Leave a review

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