CAPITAL PREFERENCES, LTD

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Company Details

Name:

Jurisdiction:

New York

Legal type:

FOREIGN BUSINESS CORPORATION

Status:

Active

Date of registration:

31 Jul 2014 (11 years ago)

Entity Number:

4614993

ZIP code:

10306

County:

Richmond

Place of Formation:

Delaware

Address:

148 NEW DORP LANE, STATEN ISLAND, NY, United States, 10306

DOS Process Agent

Name	Role	Address
C/O DEL REY & COMPANY, C.P.A.S, L.L.P.	DOS Process Agent	148 NEW DORP LANE, STATEN ISLAND, NY, United States, 10306

Name

Role

Address

C/O DEL REY & COMPANY, C.P.A.S, L.L.P.

DOS Process Agent

148 NEW DORP LANE, STATEN ISLAND, NY, United States, 10306

Form 5500 Series

Employer Identification Number (EIN):

471368014

Plan Year:

2023

Number Of Participants:

File:

View File

Filings

Filing Number	Date Filed	Type	Effective Date
140731000160	2014-07-31	APPLICATION OF AUTHORITY	2014-07-31

Filing Number

Date Filed

Type

Effective Date

140731000160

2014-07-31

APPLICATION OF AUTHORITY

2014-07-31

Trademarks Section

Serial Number:

98341027

Mark:

EVERY CLIENT UNDERSTOOD, EVERY CENT MAKES SENSE

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2024-01-03

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

EVERY CLIENT UNDERSTOOD, EVERY CENT MAKES SENSE

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Technology consultation and research in the field of financial services and software solutions

First Use:

2023-12-23

International Classes:

042 - Primary Class

Class Status:

Active

Serial Number:

98320605

Mark:

ECONOMIC FINGERPRINT

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2023-12-19

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

ECONOMIC FINGERPRINT

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Financial analysis; Financial consultation in the field of developing indices used for providing financial advice; Financial consultation in the field of assessing financial and non-financial risk; Financial consultation in the field of risk consultation, namely, calculating a score to determine the...

First Use:

2014-08-20

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

87975083

Mark:

TRUE PROFILE

Status:

CANCELLED - SECTION 8

Mark Type:

SERVICE MARK

Application Filing Date:

2016-04-30

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

TRUE PROFILE

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Financial analysis; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial risk assessment services; Investment risk assessment services

First Use:

2016-05-12

International Classes:

036 - Primary Class

Class Status:

Sec. 8 – Entire Registration

For:

Computer software development in the field of financial planning; Design and development of financial tools, namely, design and development of software used in financial planning; Software development and product development in the field of financial planning; Software development in the field of fi...

First Use:

2016-05-12

International Classes:

042 - Primary Class

Class Status:

Sec. 8 – Entire Registration

Serial Number:

87028764

Mark:

FIT SCORE

Status:

ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE

Mark Type:

TRADEMARK, SERVICE MARK

Application Filing Date:

2016-05-07

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

FIT SCORE

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Computer programs for measuring the level of alignment between financial investment and insurance products and client preferences for risk, time, loss, ambiguity and goals in relation to financial investment products, insurance products and financial plans; Computer software for measuring the level...

International Classes:

009 - Primary Class

Class Status:

Active

For:

Financial analysis; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes

International Classes:

036 - Primary Class

Class Status:

Active

For:

International Classes:

042 - Primary Class

Class Status:

Active

Serial Number:

87020503

Mark:

TRUE PROFILE

Status:

ABANDONED - NO STATEMENT OF USE FILED

Mark Type:

TRADEMARK

Application Filing Date:

2016-04-30

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

TRUE PROFILE

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Computer programs for identifying a client's financial preferences for risk, time, loss, ambiguity and goals in relation to financial investment products and measuring the level of alignment between financial investment products and client preferences; Computer software for identifying a client's fi...

International Classes:

009 - Primary Class

Class Status:

Active

CAPITAL PREFERENCES, LTD

Is this your business?

Company Details

DOS Process Agent

Form 5500 Series

Filings

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Goods And Services

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