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HOLISTIC WEALTH ADVISORS, LLC

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Company Details

Name: HOLISTIC WEALTH ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 17 Sep 2024 (10 months ago)
Entity Number: 7420858
ZIP code: 12065
County: Saratoga
Place of Formation: New York
Address: 5 Southside Drive, Suite 204, Clifton Park, NY, United States, 12065

DOS Process Agent

Name Role Address
Holistic Wealth Advisors, LLC DOS Process Agent 5 Southside Drive, Suite 204, Clifton Park, NY, United States, 12065

History

Start date End date Type Value
2024-09-17 2024-11-05 Address 5 Southside Drive, Suite 204, Clifton Park, NY, 12065, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
241105004112 2024-11-04 CERTIFICATE OF PUBLICATION 2024-11-04
240917001317 2024-09-17 ARTICLES OF ORGANIZATION 2024-09-17

Trademarks Section

Serial Number:
86222797
Mark:
H HOLISTIC WEALTH ADVISORS YOUR PARTNERS IN PROSPERITY
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2014-03-17
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
H HOLISTIC WEALTH ADVISORS YOUR PARTNERS IN PROSPERITY

Goods And Services

For:
Estate planning; Financial management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services
First Use:
2010-01-01
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

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Date of last update: 19 Mar 2025

Sources: New York Secretary of State