SUMMIT TRAIL ADVISORS, LLC

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Company Details

Name:

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

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

Name

Role

Address

NATIONAL REGISTERED AGENTS, INC.

DOS Process Agent

28 LIBERTY ST., NEW YORK, NY, United States, 10005

History

Start date	End date	Type	Value
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)
2015-07-08	2019-01-28	Address	160 GREENTREE DRIVE, SUITE 101, DOVER, DE, 19904, USA (Type of address: Service of Process)

Start date

End date

Type

Value

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)

2015-07-08

2019-01-28

Address

160 GREENTREE DRIVE, SUITE 101, DOVER, DE, 19904, USA (Type of address: Service of Process)

Filings

Filing Number	Date Filed	Type	Effective Date
240411002470	2024-04-11	BIENNIAL STATEMENT	2024-04-11
191015002027	2019-10-15	BIENNIAL STATEMENT	2019-07-01
SR-106202	2019-01-28	CERTIFICATE OF CHANGE	2019-01-28
SR-106203	2019-01-28	CERTIFICATE OF CHANGE	2019-01-28
160112000049	2016-01-12	CERTIFICATE OF PUBLICATION	2016-01-12

Filing Number

Date Filed

Type

Effective Date

240411002470

2024-04-11

BIENNIAL STATEMENT

2024-04-11

191015002027

2019-10-15

BIENNIAL STATEMENT

2019-07-01

SR-106202

2019-01-28

CERTIFICATE OF CHANGE

2019-01-28

SR-106203

2019-01-28

CERTIFICATE OF CHANGE

2019-01-28

160112000049

2016-01-12

CERTIFICATE OF PUBLICATION

2016-01-12

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:

NOTICE OF ALLOWANCE - ISSUED

Mark Type:

SERVICE MARK

Application Filing Date:

2024-04-25

Mark Drawing Type:

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:

PUBLISHED FOR OPPOSITION

Mark Type:

SERVICE MARK

Application Filing Date:

2024-04-17

Mark Drawing Type:

Illustration: Drawing or design which also 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 - ISSUED

Mark Type:

SERVICE MARK

Application Filing Date:

2024-04-17

Mark Drawing Type:

Illustration: Drawing or design which also 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 - ISSUED

Mark Type:

SERVICE MARK

Application Filing Date:

2024-04-17

Mark Drawing Type:

Illustration: Drawing or design which also 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

SUMMIT TRAIL ADVISORS, LLC

Is this your business?

Company Details

Agent

DOS Process Agent

History

Filings

USAspending Awards / Financial Assistance

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Goods And Services

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