Menu
Search icon

NEWFOCUS FINANCIAL GROUP, LLC

Company claim

Is this your business?

Get access!

Company Details

Legal Name: NEWFOCUS FINANCIAL GROUP, LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: August 25th 2004
Expiration date: 31 Aug 2025
UBI Number: 602 423 817
ZIP code: 98660
City: Vancouver
County: CLARK
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 410 W 12TH ST, VANCOUVER, WA, 98660-2801, UNITED STATES

Contact Details

E-Mail: CHAD@CHADBURTON.COM
Phone Number: +1 503-320-8536

Nature of Business

Holding Company, NEWFOCUS FINANCIALS' ASSETS/CLIENTS WERE PURCHASED BY EP WEALTH IN JANUARY OF 2021 SO THIS LLC IS GOING TO BE LEFT OPEN UNTIL 2024 TO RECEIVE PAYMENTS FOR PURCHASE.

Reviews Leave a review

Be the first to leave a review!

Registered Agent Information

Name Role Address
CHAD BURTON Registered Agent 410 W 12TH ST, VANCOUVER, WA, 98660-0000, UNITED STATES

Key Officers & Management

Name Role Address
CHAD BURTON Governing Person -
CHAD BURTON EXECUTOR 703 BROADWAY, STE 510, VANCOUVER, WA, 98660, UNITED STATES
JOHN CARR EXECUTOR 155 B AVE STE 240, OSWEGO, OR, 97034, UNITED STATES

Central Index Key

CIK number:
0001599212
Phone:
(888) 762-2423
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
13F-HR
File number:
028-15842
Filing date:
2021-01-28
File:
View File
Form type:
13F-HR
File number:
028-15842
Filing date:
2020-10-26
File:
View File
Form type:
13F-HR
File number:
028-15842
Filing date:
2020-07-21
File:
View File

Form 5500 Series

Employer Identification Number (EIN):
331100610
Plan Year:
2021
Number Of Participants:
14
Plan Name:
401(K)
Sponsor's telephone number:
8887622423
File:
View File
Plan Administrator / Signatory:
CHAD BURTON(Plan administrator)
Plan Year:
2021
Number Of Participants:
0
Plan Name:
401(K)
Sponsor's telephone number:
8887622423
File:
View File
Plan Administrator / Signatory:
CHAD BURTON(Plan administrator)
Plan Year:
2020
Number Of Participants:
14
Plan Name:
401(K)
Sponsor's telephone number:
8887622423
File:
View File
Plan Administrator / Signatory:
CHAD BURTON(Plan administrator)
Plan Year:
2019
Number Of Participants:
13
Plan Name:
401(K)
Sponsor's telephone number:
8887622423
File:
View File
Plan Administrator / Signatory:
CHAD BURTON(Plan administrator)
Plan Year:
2018
Number Of Participants:
13
Plan Name:
401(K)
Sponsor's telephone number:
8887622423
File:
View File
Plan Administrator / Signatory:
CHAD BURTON(Plan administrator)

Trademarks

Serial Number:
78955667
Mark:
NEW FOCUS FINANCIAL GROUP
Status:
Abandoned because the applicant failed to respond or filed a late resp...
Mark Type:
Service Mark
Application Filing Date:
2006-08-18
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
NEW FOCUS FINANCIAL GROUP
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
tax planning, namely, advice, information and consultancy services
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
money management services, financial analysis and consultation, financial planning,investment advice and consultation, providing information and consultation in...
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
77695091
Mark:
NEWFOCUS
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2009-03-19
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
NEWFOCUS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
tax planning, namely, advice, information and consultancy services
First Use:
2006-09-15
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
money management services, financial analysis and consultation, financial planning, investment advice and consultation, providing information and consultation i...
First Use:
2006-09-15
International Classes:
036 - Primary Class
Class Status:
ACTIVE
See something incorrect or outdated? Let us know
Privacy policy Policy
About us About us Disclaimer Sources of Data Business Directory
Contacts Contact us

© 2025 waprofile.com