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BUCKINGHAM STRATEGIC WEALTH, LLC

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Company Details

Name: BUCKINGHAM STRATEGIC WEALTH, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 31 Jan 2019 (6 years ago)
Entity Number: 5485733
ZIP code: 10005
County: New York
Place of Formation: Delaware
Address: 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

Agent

Name Role Address
CT CORPORATION SYSTEM Agent 28 LIBERTY STREET, NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
BUCKINGHAM STRATEGIC WEALTH, LLC DOS Process Agent 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

History

Start date End date Type Value
2019-01-31 2025-01-03 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2019-01-31 2025-01-03 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250103004785 2025-01-03 BIENNIAL STATEMENT 2025-01-03
230103004430 2023-01-03 BIENNIAL STATEMENT 2023-01-01
210105060013 2021-01-05 BIENNIAL STATEMENT 2021-01-01
200221000114 2020-02-21 CERTIFICATE OF AMENDMENT 2020-02-21
190523000570 2019-05-23 CERTIFICATE OF PUBLICATION 2019-05-23

Trademarks Section

Serial Number:
97575412
Mark:
EVIDENCE-DRIVEN INVESTING
Status:
ABANDONED - AFTER EX PARTE APPEAL
Mark Type:
SERVICE MARK
Application Filing Date:
2022-09-01
Mark Drawing Type:
Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Mark Literal Elements:
EVIDENCE-DRIVEN INVESTING

Goods And Services

For:
Financial services, namely wealth management services; investment advice; financial retirement plan consulting services; estate planning consultation; financial services, namely, financial research and information services; professional financial development services in the nature of financial plann...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Tax and taxation planning advice, information and consultancy services
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
97575397
Mark:
EVIDENCE-DRIVEN PLANNING
Status:
ABANDONED - AFTER EX PARTE APPEAL
Mark Type:
SERVICE MARK
Application Filing Date:
2022-09-01
Mark Drawing Type:
Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Mark Literal Elements:
EVIDENCE-DRIVEN PLANNING

Goods And Services

For:
Financial services, namely wealth management services; investment advice; financial retirement plan consulting services; estate planning consultation; financial services, namely, financial research and information services; professional financial development services in the nature of financial plann...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Tax and taxation planning advice, information and consultancy services
International Classes:
035 - Primary Class
Class Status:
Active

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Date of last update: 23 Mar 2025

Sources: New York Secretary of State