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  5. NEXT FINANCIAL INC.

NEXT FINANCIAL INC.

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Company Details

Legal Name: NEXT FINANCIAL INC.
Jurisdiction: WASHINGTON
Entity Type: FOREIGN PROFIT CORPORATION
Category: FOREIGN ENTITY
Status: Active
Formation/ Registration Date: August 16th 2019
Expiration date: 31 Aug 2025
UBI Number: 604 451 413
ZIP code: 98119
City: Seattle
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 221 1ST AVE W, SUITE 500, SEATTLE, WA, 98119-4238, UNITED STATES
Principal Office Mailing Address: Google Maps Logo 221 1ST AVE W., SUITE 500, SEATTLE, WA, 98199, UNITED STATES

Contact Details

E-Mail: STEFAN@GETCOPPER.COM
Phone Number: +1 253-549-5714

Nature of Business

Professional, Scientific & Technical Services

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Registered Agent Information

Name Role Address
STEFAN BERGLUND Registered Agent 221 1ST AVE W, SUITE 500, SEATTLE, WA, 98119-4238, UNITED STATES

Key Officers & Management

Name Role Address
STEFAN BERGLUND Governing Person 4635 FOREST AVE SE, MERCER ISLAND, WA, 98040-4306, UNITED STATES

Form 5500 Series

Employer Identification Number (EIN):
834323414
Plan Year:
2024
Number Of Participants:
49
Plan Name:
401(K)
Sponsor's telephone number:
2535495714
File:
View File
Plan Administrator / Signatory:
QIAN LIU(Plan administrator)
Plan Year:
2023
Number Of Participants:
59
Plan Name:
401(K)
Sponsor's telephone number:
2535495714
File:
View File
Plan Administrator / Signatory:
QIAN LIU(Plan administrator)
Plan Year:
2022
Number Of Participants:
20
Plan Name:
401(K)
Sponsor's telephone number:
2535495714
File:
View File
Plan Administrator / Signatory:
CHRISTINE RIMER(Plan administrator)
Plan Year:
2021
Number Of Participants:
10
Plan Name:
401(K)
Sponsor's telephone number:
2535495714
File:
View File
Plan Administrator / Signatory:
CHRISTINE RIMER(Plan administrator)
Plan Year:
2020
Number Of Participants:
8
Plan Name:
401(K)
Sponsor's telephone number:
2535495714
File:
View File
Plan Administrator / Signatory:
CAROL HO(Plan administrator)

Paycheck Protection Program

Jobs Reported:
7
Initial Approval Amount:
$152,327
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$152,327
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$153,852.98
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $152,327

Trademarks

Serial Number:
88677720
Mark:
COPPER
Status:
Registered. The registration date is used to determine when post-regi...
Mark Type:
Trademark, Service Mark
Application Filing Date:
2019-11-01
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
COPPER
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Downloadable software in the nature of a mobile application to enable mobile banking services for the management of checking and savings bank accounts
First Use:
2019-10-01
International Classes:
009 - Primary Class
Class Status:
ACTIVE
For:
Banking services; financial services, namely, checking and savings accounts services, financing of loans, and credit card and debit card services, namely, the p...
First Use:
2019-10-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
For:
Providing temporary use of online, non-downloadable software for the purpose of accessing internet banking services
First Use:
2019-10-01
International Classes:
042 - Primary Class
Class Status:
ACTIVE
Serial Number:
88587617
Mark:
COPPER
Status:
Abandoned because the applicant failed to respond or filed a late resp...
Mark Type:
Trademark, Service Mark
Application Filing Date:
2019-08-21
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
COPPER
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Downloadable software in the nature of a mobile application to enable mobile banking services
International Classes:
009 - Primary Class
Class Status:
ACTIVE
For:
Banking services; financial services, namely, checking and savings accounts, loans, and credit and debit card services; mobile banking services; internet bankin...
International Classes:
036 - Primary Class
Class Status:
ACTIVE
For:
Providing temporary use of online, non-downloadable software for the purpose of accessing internet banking services; providing information on financial services
International Classes:
042 - Primary Class
Class Status:
ACTIVE

Labor Condition Applications

Case Number:
I-200-22363-665114
Program:
H-1B
Job Title:
Head of Product Growth
SOC (ONET/OES) code:
11-2021.00
SOC (ONET/OES) occupation title:
Marketing Managers
Begin Date:
2023-01-09
End Date:
2024-12-30

Employment and Wage Information

Address:
260 W 52nd Street, Apt. 4E, New York, NEW YORK, NY, 10019
Wage Rate Paid to Nonimmigrant Workers:
$212,000
Per:
Year
Prevailing Wage Rate:
$192,774
Case Number:
I-200-22077-989304
Program:
H-1B
Job Title:
Head of Product Growth
SOC (ONET/OES) code:
11-2021.00
SOC (ONET/OES) occupation title:
Marketing Managers
Begin Date:
2022-03-28
End Date:
2025-03-27

Employment and Wage Information

Address:
1618 McAllister Street, San Francisco, SAN FRANCISCO, CA, 94115
Wage Rate Paid to Nonimmigrant Workers:
$196,269
Per:
Year
Prevailing Wage Rate:
$196,269
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