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L. J. ALTFEST & CO., INC.

L. J. ALTFEST & CO., INC.

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Company Details

Name:	L. J. ALTFEST & CO., INC.
Jurisdiction:	New York
Legal type:	DOMESTIC BUSINESS CORPORATION
Status:	Active
Date of registration:	07 Apr 1983 (42 years ago)
Entity Number:	833566
ZIP code:	10022
County:	New York
Place of Formation:	New York
Address:	445 PARK AVE, 6TH FLOOR, NEW YORK, NY, United States, 10022

Shares Details

Shares issued 1200

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name	Role	Address
LEWIS ALTFEST	Chief Executive Officer	445 PARK AVE, 6TH FLOOR, NEW YORK, NY, United States, 10022

DOS Process Agent

Name	Role	Address
L. J. ALTFEST & CO., INC.	DOS Process Agent	445 PARK AVE, 6TH FLOOR, NEW YORK, NY, United States, 10022

Links between entities

Type:

Headquarter of

Company Number:

F19000003914

State:

FLORIDA

FLORIDA profile:

L. J. ALTFEST & CO., INC. (FL)

Form 5500 Series

Employer Identification Number (EIN):

133163733

Plan Year:

2017

Number Of Participants:

Sponsors Telephone Number:

2124060850

File:

View File

Plan Year:

2017

Number Of Participants:

Sponsors Telephone Number:

2124060850

File:

View File

Plan Year:

2017

Number Of Participants:

Sponsors Telephone Number:

2124060850

File:

View File

Plan Year:

2017

Number Of Participants:

Sponsors Telephone Number:

2124060850

File:

View File

Plan Year:

2016

Number Of Participants:

Sponsors Telephone Number:

2124060850

File:

View File

History

Start date	End date	Type	Value
2023-06-16	2024-09-13	Shares	Share type: NO PAR VALUE, Number of shares: 1200, Par value: 0
2023-06-16	2023-06-16	Address	445 PARK AVE, 6TH FLOOR, NEW YORK, NY, 10022, USA (Type of address: Chief Executive Officer)
2023-06-16	2023-06-16	Address	425 PARK AVENUE, 24TH FLR, NEW YORK, NY, 10022, USA (Type of address: Chief Executive Officer)
2023-01-05	2023-06-16	Shares	Share type: NO PAR VALUE, Number of shares: 1200, Par value: 0
2012-12-27	2023-01-05	Shares	Share type: NO PAR VALUE, Number of shares: 1200, Par value: 0

Filings

Filing Number	Date Filed	Type	Effective Date
230616001105	2023-06-16	BIENNIAL STATEMENT	2023-04-01
130603002239	2013-06-03	BIENNIAL STATEMENT	2013-04-01
121227000775	2012-12-27	CERTIFICATE OF AMENDMENT	2012-12-27
110527002560	2011-05-27	BIENNIAL STATEMENT	2011-04-01
090409002832	2009-04-09	BIENNIAL STATEMENT	2009-04-01

USAspending Awards / Financial Assistance

Date:

2020-04-28

Link:

View on USAspending

Awarding Agency Name:

Small Business Administration

Transaction Description:

TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.

Obligated Amount:

0.00

Face Value Of Loan:

869600.00

Total Face Value Of Loan:

869600.00

Trademarks Section

Serial Number:

97717689

Mark:

WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT

Status:

A first request for extension of time to file a Statement of Use has been granted.

Mark Type:

Service Mark

Application Filing Date:

2022-12-14

Mark Drawing Type:

3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)

Mark Literal Elements:

WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Investment management and financial planning; personal financial planning and investment advisory services, namely, financial portfolio consultations; providing online information in the fields of personal finance, personal financial planning and investment, and financial portfolio management

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Serial Number:

78865876

Mark:

TPM

Status:

The registration has been renewed.

Mark Type:

Service Mark

Application Filing Date:

2006-04-20

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

TPM

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Financial and investment consultation

First Use:

2007-10-15

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Serial Number:

77784352

Mark:

ALTFEST PERSONAL WEALTH MANAGEMENT

Status:

The registration has been renewed.

Mark Type:

Service Mark

Application Filing Date:

2009-07-19

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

ALTFEST PERSONAL WEALTH MANAGEMENT

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

investment management and financial planning

First Use:

2009-04-30

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Serial Number:

77784354

Mark:

ALTFEST PERSONAL WEALTH MANAGEMENT

Status:

The registration has been renewed.

Mark Type:

Service Mark

Application Filing Date:

2009-07-19

Mark Drawing Type:

5 - AN ILLUSTRATION DRAWING WITH WORD(S)/LETTER(S)/NUMBER(S) IN STYLIZED FORM

Mark Literal Elements:

ALTFEST PERSONAL WEALTH MANAGEMENT

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

investment management and financial planning

First Use:

2009-04-30

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Serial Number:

87631230

Mark:

Status:

A Sections 8 and 15 combined declaration has been accepted and acknowledged.

Mark Type:

Service Mark

Application Filing Date:

2017-10-02

Mark Drawing Type:

3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)

Mark Literal Elements:

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Investment management and financial planning

First Use:

2016-11-30

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Paycheck Protection Program

Date Approved:

2020-04-28

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Initial Approval Amount:

869600

Current Approval Amount:

869600

Race:

Unanswered

Ethnicity:

Unknown/NotStated

Gender:

Unanswered

Veteran:

Non-Veteran

Forgiveness Amount:

877390.66

Court Cases

Court Case Summary

Filing Date:

2022-09-23

Status:

Terminated

Nature Of Judgment:

no monetary award

Jury Demand:

Plaintiff demands jury

Nature Of Suit:

Americans with Disabilities Act - Other

Parties

Party Name:

JACKSON

Party Role:

Plaintiff

Party Name:

L. J. ALTFEST & CO., INC.

Party Role:

Defendant

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Date of last update: 17 Mar 2025

Sources: New York Secretary of State

L. J. ALTFEST & CO., INC.

Is this your business?

Company Details

Chief Executive Officer

DOS Process Agent

Links between entities

Form 5500 Series

History

Filings

USAspending Awards / Financial Assistance

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Paycheck Protection Program

Court Cases

Court Case Summary

Parties

Reviews Leave a review

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