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ATRIA WEALTH SOLUTIONS, INC.

ATRIA WEALTH SOLUTIONS, INC.

Company Details

Name:	ATRIA WEALTH SOLUTIONS, INC.
Jurisdiction:	New York
Legal type:	FOREIGN BUSINESS CORPORATION
Status:	Active
Date of registration:	22 Feb 2019 (6 years ago)
Entity Number:	5499436
ZIP code:	10036
County:	New York
Place of Formation:	Delaware
Address:	19 W 44th St Suite 200, NEW YORK, NY, United States, 10036
Principal Address:	295 MADISON AVENUE, SUITE 1407, New York, NY, United States, 10017

DOS Process Agent

Name	Role	Address
CSC GLOBAL	DOS Process Agent	19 W 44th St Suite 200, NEW YORK, NY, United States, 10036

Chief Executive Officer

Name	Role	Address
DOUG KETTERER	Chief Executive Officer	295 MADISON AVENUE, SUITE 1407, NEW YORK, NY, United States, 10017

Filings

Filing Number	Date Filed	Type	Effective Date
211228000007	2021-12-28	BIENNIAL STATEMENT	2021-12-28
190222000209	2019-02-22	APPLICATION OF AUTHORITY	2019-02-22

Trademarks Section

Serial Number:

97744353

Mark:

UNIO

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2023-01-06

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

UNIO

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Providing on-line non-downloadable software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; Providing on-line non-downloadable software that automates workflows and processes invo...

International Classes:

042 - Primary Class

Class Status:

Active

Serial Number:

97650938

Mark:

CLEAR1

Status:

REGISTERED

Mark Type:

TRADEMARK, SERVICE MARK

Application Filing Date:

2022-10-27

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

CLEAR1

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

downloadable computer software for reviewing financial investments and managing documents for use in the fields of investing, investment management, financial analysis, financial planning, retirement planning, risk management, wealth management, financial portfolio management, insurance, insurance b...

First Use:

2019-09-23

International Classes:

009 - Primary Class

Class Status:

Active

For:

providing online, non-downloadable computer software for reviewing financial investments and managing documents for use in the fields of investing, investment management, financial analysis, financial planning, retirement planning, risk management, financial portfolio management, insurance, insuranc...

First Use:

2019-09-23

International Classes:

042 - Primary Class

Class Status:

Active

Serial Number:

88769493

Mark:

ATRIA WEALTH SOLUTIONS

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2020-01-22

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

ATRIA WEALTH SOLUTIONS

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Providing information in the field of financial investing

First Use:

2017-08-02

International Classes:

036 - Primary Class

Class Status:

Active

For:

Providing online non-downloadable software for use by dealers/brokers in the provision of financial advisory, investment management, wealth management and retirement financial planning and management services; Providing temporary use of non-downloadable cloud-based software for use by dealers/broker...

First Use:

2017-08-02

International Classes:

042 - Primary Class

Class Status:

Active

Serial Number:

88769463

Mark:

ATRIA WEALTH SOLUTIONS

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2020-01-22

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

ATRIA WEALTH SOLUTIONS

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Providing information in the field of financial investing

First Use:

2017-08-02

International Classes:

036 - Primary Class

Class Status:

Active

For:

First Use:

2017-08-02

International Classes:

042 - Primary Class

Class Status:

Active

Date of last update: 23 Mar 2025

Sources: New York Secretary of State

ATRIA WEALTH SOLUTIONS, INC.

Company Details

DOS Process Agent

Chief Executive Officer

Filings

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

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