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  5. SER WEALTH MANAGEMENT LLC

SER WEALTH MANAGEMENT LLC

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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

Unique Entity ID:
N87QHN2J3RN6
CAGE Code:
9GLE4
UEI Expiration Date:
2026-01-10

Business Information

Activation Date:
2025-01-14
Initial Registration Date:
2023-02-24

Commercial and government entity program

CAGE number:
9GLE4
Status:
Obsolete
Type:
Non-Manufacturer
CAGE Update Date:
2025-01-14
SAM Expiration:
2026-01-10

Contact Information

POC:
RUTH SIMMONS

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. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2019-02-26
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
MIND, WALLET, CREDIT CONNECTION.
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

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. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2019-01-22
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
SER CREDIT
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

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. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2018-11-12
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
ELISA PLAN
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

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

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Date of last update: 23 Mar 2025

Sources: New York Secretary of State

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