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SER WEALTH MANAGEMENT LLC

Company Details

Name: SER WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 16 May 2018 (7 years ago)
Entity Number: 5342937
ZIP code: 14625
County: Monroe
Place of Formation: New York
Address: 2509 BROWNCROFT BLVD, SUITE 220, ROCHESTER, NY, United States, 14625

DOS Process Agent

Name Role Address
R E SIMMONS DOS Process Agent 2509 BROWNCROFT BLVD, SUITE 220, ROCHESTER, NY, United States, 14625

Unique Entity ID

A UEI is a government-provided number, like a tax ID number, that’s used to identify businesses eligible for federal grants, awards and contracts.

Note: In April 2022, the federal government replaced its old identifier of choice, the Data Universal Numbering System (DUNS) number, with a government-issued UEI. Now all the federal government’s Integrated Award Environment systems use UEI numbers instead of DUNS numbers. So any entity doing business with the federal government must register for a UEI.

Unique Entity ID:
N87QHN2J3RN6
CAGE Code:
9GLE4
UEI Expiration Date:
2025-01-08

Business Information

Activation Date:
2024-01-11
Initial Registration Date:
2023-02-24

Filings

Filing Number Date Filed Type Effective Date
180827000286 2018-08-27 CERTIFICATE OF PUBLICATION 2018-08-27
180516010544 2018-05-16 ARTICLES OF ORGANIZATION 2018-05-16

Trademarks Section

Serial Number:
88316248
Mark:
MIND, WALLET, CREDIT CONNECTION.
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-02-26
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MIND, WALLET, CREDIT CONNECTION.

Goods And Services

For:
Credit consultation; Credit risk management; Financial analysis; Evaluation of credit bureau data
First Use:
2019-01-14
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88271359
Mark:
SER CREDIT
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-01-22
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
SER CREDIT

Goods And Services

For:
Credit consultation; Credit risk management; Financial analysis; Evaluation of credit bureau data
First Use:
2019-01-14
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88189907
Mark:
ELISA PLAN
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-11-12
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
ELISA PLAN

Goods And Services

For:
Credit and financial consultation; Credit counseling services; Financial services, namely, credit repair and restoration
First Use:
2018-11-12
International Classes:
036 - Primary Class
Class Status:
Active

Date of last update: 23 Mar 2025

Sources: New York Secretary of State