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EQUITABLE HOLDINGS, INC.

Company Details

Name: EQUITABLE HOLDINGS, INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 11 Sep 2018 (7 years ago)
Entity Number: 5407727
ZIP code: 12207
County: New York
Place of Formation: Delaware
Address: 80 STATE STREET, ALBANY, NY, United States, 12207
Principal Address: 1345 Avenue of the Americas, New York, NY, United States, 10105

Chief Executive Officer

Name Role Address
MARK PEARSON Chief Executive Officer 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, United States, 10105

DOS Process Agent

Name Role Address
CORPORATION SERVICE COMPANY DOS Process Agent 80 STATE STREET, ALBANY, NY, United States, 12207

History

Start date End date Type Value
2024-09-17 2024-09-17 Address 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105, USA (Type of address: Chief Executive Officer)
2024-09-17 2024-09-17 Address 1290 AVENUE OF THE AMERICAS, NEW YORK, NY, 10104, USA (Type of address: Chief Executive Officer)
2023-09-08 2023-09-08 Address 1290 AVENUE OF THE AMERICAS, NEW YORK, NY, 10104, USA (Type of address: Chief Executive Officer)
2023-09-08 2024-09-17 Address 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105, USA (Type of address: Chief Executive Officer)
2023-09-08 2024-09-17 Address 1290 AVENUE OF THE AMERICAS, NEW YORK, NY, 10104, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
240917000035 2024-09-17 BIENNIAL STATEMENT 2024-09-17
230908000089 2023-09-07 AMENDMENT TO BIENNIAL STATEMENT 2023-09-07
220909002067 2022-09-09 BIENNIAL STATEMENT 2022-09-01
200901060294 2020-09-01 BIENNIAL STATEMENT 2020-09-01
200114000301 2020-01-14 CERTIFICATE OF AMENDMENT 2020-01-14

Trademarks Section

Serial Number:
98897033
Mark:
STRUCTURED OVERLAY STRATEGIES
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2024-12-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
STRUCTURED OVERLAY STRATEGIES
Serial Number:
98297067
Mark:
LIFE INCOME PLAN
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-12-04
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
LIFE INCOME PLAN

Goods And Services

For:
Financial planning, namely, to help high-income individuals enhance their retirement funds.
First Use:
2013-02-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98271944
Mark:
CREDENTIALED HOLISTIC FINANCIAL COACH
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2023-11-15
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CREDENTIALED HOLISTIC FINANCIAL COACH

Goods And Services

For:
Educational services, namely, conducting classes and seminars in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate inv...
International Classes:
041 - Primary Class
Class Status:
Active
For:
Electronic publications, namely, newsletters, non-fiction books and study guides, all in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks...
International Classes:
009 - Primary Class
Class Status:
Active
Serial Number:
98090323
Mark:
EQUITABLE ADVISORS MARKETING SUITE
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2023-07-18
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
EQUITABLE ADVISORS MARKETING SUITE

Goods And Services

For:
Platform as a service (PAAS) featuring a computer software platform for use in marketing and the planning and execution of marketing campaigns, social media posts, emails and web content
International Classes:
042 - Primary Class
Class Status:
Active
Serial Number:
98031084
Mark:
EQUITABLE LIFE WITH INSIGHT
Status:
REGISTERED
Mark Type:
TRADEMARK
Application Filing Date:
2023-06-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
EQUITABLE LIFE WITH INSIGHT

Goods And Services

For:
Downloadable podcasts in the fields of finance and insurance
First Use:
2020-09-30
International Classes:
009 - Primary Class
Class Status:
Active

Date of last update: 23 Mar 2025

Sources: New York Secretary of State