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CFA SOCIETY NEW YORK, INC.

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Company Details

Name: CFA SOCIETY NEW YORK, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 09 Jan 2019 (6 years ago)
Entity Number: 5472059
ZIP code: 10005
County: New York
Place of Formation: New York
Address: 28 LIBERTY ST., NEW YORK, NY, United States, 10005

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY ST., NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
C T CORPORATION SYSTEM DOS Process Agent 28 LIBERTY ST., NEW YORK, NY, United States, 10005

Form 5500 Series

Employer Identification Number (EIN):
833591457
Plan Year:
2023
Number Of Participants:
38
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
41
Sponsors Telephone Number:

History

Start date End date Type Value
2019-01-09 2019-05-14 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Registered Agent)
2019-01-09 2019-05-14 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
SR-110476 2019-05-14 CERTIFICATE OF CHANGE 2019-05-14
SR-110477 2019-05-14 CERTIFICATE OF CHANGE 2019-05-14
190109000737 2019-01-09 CERTIFICATE OF INCORPORATION 2019-01-09

Trademarks Section

Serial Number:
87449523
Mark:
ASSET OWNER SERIES
Status:
SECTION 8-ACCEPTED
Mark Type:
SERVICE MARK
Application Filing Date:
2017-05-15
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
ASSET OWNER SERIES

Goods And Services

For:
Educational services, namely, conducting classes, seminars, conferences, and roundtable discussions in the field of investment management, investment analysis, and portfolio management, and distribution of course materials in connection therewith in printed or electronic format
First Use:
2015-10-16
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
85053136
Mark:
THE FINANCE PROFESSIONALS' POST
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2010-06-02
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE FINANCE PROFESSIONALS' POST

Goods And Services

For:
providing on-line newsletters in the fields of business, economics, investing, finance, marketing and management; blogs featuring business, economics, investing, finance, marketing and management
International Classes:
041 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
77034957
Mark:
NYSSA
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2006-11-02
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
NYSSA

Goods And Services

For:
Education services, namely, providing classes, seminars, workshops, conferences, and forums in the field of securities analysis, investing, and the operation of the securities markets; Education services, namely, providing classes, seminars, workshops and forums in the field of ethics in connection...
International Classes:
041 - Primary Class
Class Status:
Active
For:
Association services, namely, promoting the interests of financial analysts and others in the investment decision-making community; Promoting public awareness and understanding of securities analysis, investing, and the operation of the securities markets; Promoting public awareness and understandin...
International Classes:
035 - Primary Class
Class Status:
Active

Tax Exempt

Employer Identification Number (EIN) :
83-3591457
In Care Of Name:
% DANIEL DAGEN
Classification:
Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date:
2022-11
National Taxonomy Of Exempt Entities:
Community Improvement, Capacity Building: Boards of Trade

Determination Letters

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Date of last update: 23 Mar 2025

Sources: New York Secretary of State