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  5. BLUE SQUARE WEALTH, LLC

BLUE SQUARE WEALTH, LLC

Company Details

Name: BLUE SQUARE WEALTH, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 15 Nov 2017 (8 years ago)
Entity Number: 5235378
ZIP code: 10006
County: New York
Place of Formation: New York
Address: BECKER & POLIAKOFF LLP, 45 BROADWAY, 17TH FLOOR, NEW YORK, NY, United States, 10006

DOS Process Agent

Name Role Address
ROBERT RABINOWITZ ESQ DOS Process Agent BECKER & POLIAKOFF LLP, 45 BROADWAY, 17TH FLOOR, NEW YORK, NY, United States, 10006

History

Start date End date Type Value
2017-11-15 2021-02-03 Address ZELDES, NEEDLE & COOPER, P.C., 1000 LAFAYETTE BOULEVARD, BRIDGEPORT, CT, 06604, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210203061412 2021-02-03 BIENNIAL STATEMENT 2019-11-01
171115010128 2017-11-15 ARTICLES OF ORGANIZATION 2017-11-15

USAspending Awards / Financial Assistance

Date:
2020-07-13
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
8000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-05-02
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:
229742.00
Total Face Value Of Loan:
229742.00

Trademarks Section

Serial Number:
88677496
Mark:
YOU DESERVE BETTER
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2019-11-01
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
YOU DESERVE BETTER
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial asset management; Financial management in the field of investment portfolios; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Monitoring financial...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88402785
Mark:
BLUE SQUARE
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-04-25
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
BLUE SQUARE
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Broker-dealer financial services in the field of stocks, bonds, options commodities, futures, mutual funds, equities, other securities, venture capital, development capital, private equity, investment funding, real estate, and insurance products; Financial advisory and consultancy services, namely,...
First Use:
2017-11-17
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87857339
Mark:
DCA DYNAMIC CASH ALLOCATION
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-03-30
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
DCA DYNAMIC CASH ALLOCATION
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial asset management; Financial management in the field of investment portfolios; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Monitoring financial...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87857331
Mark:
DRI DYNAMIC RISK INDICATOR
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-03-30
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
DRI DYNAMIC RISK INDICATOR
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial asset management; Financial management in the field of investment portfolios; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Monitoring financial...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87857323
Mark:
ART OF DYNAMIC INVESTING
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-03-30
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
ART OF DYNAMIC INVESTING
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial asset management; Financial management in the field of investment portfolios; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Monitoring financial...
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
229742
Current Approval Amount:
229742
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
232143.57

Related by officers

ROBERT RABINOWITZ ESQ

BLUE SQUARE ASSET MANAGEMENT, LLC

Related by address

BECKER & POLIAKOFF LLP, 45 BROADWAY, 17TH FLOOR, NEW YORK, NY, United States, 10006

BLUE SQUARE ASSET MANAGEMENT, LLC

Date of last update: 24 Mar 2025

Sources: New York Secretary of State

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