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  5. SUMMIT TRAIL ADVISORS, LLC

SUMMIT TRAIL ADVISORS, LLC

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Company Details

Name: SUMMIT TRAIL ADVISORS, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 08 Jul 2015 (10 years ago)
Entity Number: 4786382
ZIP code: 10005
County: New York
Place of Formation: Delaware
Address: 28 LIBERTY ST., NEW YORK, NY, United States, 10005

Agent

Name Role Address
NATIONAL REGISTERED AGENTS, INC. Agent 28 LIBERTY ST., NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
NATIONAL REGISTERED AGENTS, INC. DOS Process Agent 28 LIBERTY ST., NEW YORK, NY, United States, 10005

Links between entities

Type:
Headquarter of
Company Number:
undefined604485619
State:
WASHINGTON
WASHINGTON profile:
SUMMIT TRAIL ADVISORS, LLC (WA)

History

Start date End date Type Value
2024-04-11 2025-07-17 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2024-04-11 2025-07-17 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2019-01-28 2024-04-11 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2019-01-28 2024-04-11 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2015-07-08 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Registered Agent)

Filings

Filing Number Date Filed Type Effective Date
250717002035 2025-07-17 BIENNIAL STATEMENT 2025-07-17
240411002470 2024-04-11 BIENNIAL STATEMENT 2024-04-11
191015002027 2019-10-15 BIENNIAL STATEMENT 2019-07-01
SR-106203 2019-01-28 CERTIFICATE OF CHANGE 2019-01-28
SR-106202 2019-01-28 CERTIFICATE OF CHANGE 2019-01-28

USAspending Awards / Financial Assistance

Date:
2020-04-08
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:
973800.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
86685358
Mark:
SUMMIT TRAIL ADVISORS
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-07-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
SUMMIT TRAIL ADVISORS
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial asset management; Investment advisory services
First Use:
2015-07-24
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98519478
Mark:
GUIDING GENERATIONAL WEALTH
Status:
Application revived and is awaiting further action.
Mark Type:
Service Mark
Application Filing Date:
2024-04-25
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
GUIDING GENERATIONAL WEALTH
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial asset management; Investment advisory services
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
98505285
Mark:
SUMMIT TRAIL ADVISORS
Status:
Notice of Allowance (NOA) sent (issued) to the applicant. Applicant must file a Statement of Use or Extension Request within six months of the NOA issuance date.
Mark Type:
Service Mark
Application Filing Date:
2024-04-17
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
SUMMIT TRAIL ADVISORS
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial asset management; Investment advisory services
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
98505283
Mark:
SUMMIT TRAIL ADVISORS
Status:
Notice of Allowance (NOA) sent (issued) to the applicant. Applicant must file a Statement of Use or Extension Request within six months of the NOA issuance date.
Mark Type:
Service Mark
Application Filing Date:
2024-04-17
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
SUMMIT TRAIL ADVISORS
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial asset management; Investment advisory services
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
98505281
Mark:
SUMMIT TRAIL ADVISORS
Status:
Notice of Allowance (NOA) sent (issued) to the applicant. Applicant must file a Statement of Use or Extension Request within six months of the NOA issuance date.
Mark Type:
Service Mark
Application Filing Date:
2024-04-17
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
SUMMIT TRAIL ADVISORS
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial asset management; Investment advisory services
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Date of last update: 25 Mar 2025

Sources: New York Secretary of State

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