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TAMARAC INC.

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Company Details

Legal Name: TAMARAC INC.
Jurisdiction: WASHINGTON
Entity Type: WA PROFIT CORPORATION
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: March 9th 2000
Expiration date: 31 Mar 2026
UBI Number: 602 019 621
Home State: PENNSYLVANIA
Principal Office Street Address: Google Maps Logo 1000 CHESTERBROOK BOULEVARD, SUITE 250, BERWYN, PA, 19312, UNITED STATES

Contact Details

E-Mail: CLS-CTARMSEVIDENCE@WOLTERSKLUWER.COM

Nature of Business

Other Services, SOFTWARE PUBLISHERS

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Registered Agent Information

Name Role Address
C T CORPORATION SYSTEM Registered Agent 711 CAPITOL WAY S STE 204, OLYMPIA, WA, 98501-1267, UNITED STATES

Key Officers & Management

Name Role
BARRY COOPER Governing Person
DANA D'AURIA Governing Person
DEBRA DEVOE Governing Person
JAMES FOX Governing Person
JOSHUA WARREN Governing Person
PATRICK MARR Governing Person
SHARON ROSENTHAL Governing Person
SHELLY O'BRIEN Governing Person
THOMAS SIPP Governing Person

Links between entities

Type:
Headquarter of
Company Number:
5280022
State:
NEW YORK
NEW YORK profile:
TAMARAC INC. (NY)
Type:
Headquarter of
Company Number:
20111011100
State:
COLORADO
COLORADO profile:
TAMARAC INC. (CO)
Type:
Headquarter of
Company Number:
1057408
State:
KENTUCKY
KENTUCKY profile:
TAMARAC INC. (KY)
Type:
Headquarter of
Company Number:
CORP_71549534
State:
ILLINOIS
ILLINOIS profile:
TAMARAC INC. (IL)
Type:
Headquarter of
Company Number:
F18000000561
State:
FLORIDA
FLORIDA profile:
TAMARAC INC. (FL)

Central Index Key

CIK number:
0001131609
Phone:
2065258811
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
D/A
File number:
021-163598
Filing date:
2011-08-29
File:
View File
Form type:
D/A
File number:
021-163598
Filing date:
2011-08-25
File:
View File
Form type:
D
File number:
021-163598
Filing date:
2011-07-28
File:
View File

Form 5500 Series

Employer Identification Number (EIN):
912022526
Plan Year:
2012
Number Of Participants:
57
Plan Name:
401(K)
Sponsor's telephone number:
2064284655
File:
View File
Plan Administrator / Signatory:
TIM SCHALKE(Plan administrator)
Plan Year:
2011
Number Of Participants:
57
Plan Name:
401(K)
Sponsor's telephone number:
2064284655
File:
View File
Plan Administrator / Signatory:
TIM SCHALKE(Plan administrator)
Plan Year:
2010
Number Of Participants:
39
Plan Name:
401(K)
Sponsor's telephone number:
2064284655
File:
View File
Plan Administrator / Signatory:
STUART DEPINA(Plan administrator)

Court Cases

Filing Date:
2003-05-07
Status:
Terminated
Nature Of Judgment:
Missing
Jury Demand:
Missing
Nature Of Suit:
Other Contract Actions
Parties:
TAMARAC INC. - Plaintiff
FINANCIAL TECH PRTS - Defendant

Trademarks

Serial Number:
88757293
Mark:
ADVISOR CRM
Status:
Abandoned because the applicant failed to respond or filed a late resp...
Mark Type:
Service Mark
Application Filing Date:
2020-01-13
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
ADVISOR CRM
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Application service provider featuring software for use in financial account balancing and monitoring in the field of investments management
First Use:
2009-09-01
International Classes:
042 - Primary Class
Class Status:
ACTIVE
Serial Number:
88757275
Mark:
PORTFOLIOCENTER CLOUD
Status:
Registered. The registration date is used to determine when post-regi...
Mark Type:
Service Mark
Application Filing Date:
2020-01-13
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
PORTFOLIOCENTER CLOUD
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Providing temporary use of online non-downloadable cloud-based software used for portfolio accounting, client reporting, and billing, all on a scalable platform...
First Use:
2019-12-20
International Classes:
042 - Primary Class
Class Status:
ACTIVE
Serial Number:
87787018
Mark:
WEALTHVIEW
Status:
Abandoned because the applicant failed to respond or filed a late resp...
Mark Type:
Trademark
Application Filing Date:
2018-02-06
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WEALTHVIEW
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Downloadable software application enabling users to view investment status in real-time and interact cooperatively with financial advisors
First Use:
2018-02-06
International Classes:
009 - Primary Class
Class Status:
ACTIVE
Serial Number:
87760688
Mark:
TAMARAC TRADING
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowl...
Mark Type:
Service Mark
Application Filing Date:
2018-01-18
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
TAMARAC TRADING
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Application service provider featuring software for use in portfolio management, financial account balancing and monitoring, all in the field of investments man...
First Use:
2017-11-01
International Classes:
042 - Primary Class
Class Status:
ACTIVE
Serial Number:
87760679
Mark:
TAMARAC CRM
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowl...
Mark Type:
Service Mark
Application Filing Date:
2018-01-18
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
TAMARAC CRM
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Application service provider featuring software for use in portfolio management, financial account balancing and monitoring, all in the field of investments man...
First Use:
2017-11-01
International Classes:
042 - Primary Class
Class Status:
ACTIVE

Labor Condition Applications

Case Number:
I-200-10161-223950
Job Title:
CRM CONVERSION ENGINEER
SOC (ONET/OES) code:
15-1051.00
SOC (ONET/OES) occupation title:
Computer Systems Analysts
Begin Date:
2010-10-01
End Date:
2013-09-30

Employment and Wage Information

Address:
SEATTLE, WA
Wage Rate Paid to Nonimmigrant Workers:
$60,000
Prevailing Wage Rate:
$58,864
Case Number:
I-200-10160-055971
Job Title:
CRM CONVERSION ENGINEER
SOC (ONET/OES) code:
15-1051.00
SOC (ONET/OES) occupation title:
Computer Systems Analysts
Begin Date:
2010-10-01
End Date:
2013-09-30

Employment and Wage Information

Address:
SEATTLE, WA
Wage Rate Paid to Nonimmigrant Workers:
$60,000
Prevailing Wage Rate:
$58,864
Case Number:
I-200-09338-186241
Job Title:
SOFTWARE DEVELOPER
SOC (ONET/OES) code:
15-1031.00
SOC (ONET/OES) occupation title:
Computer Software Engineers, Applications
Begin Date:
2010-02-08
End Date:
2013-02-07

Employment and Wage Information

Address:
SEATTLE, WA
Wage Rate Paid to Nonimmigrant Workers:
$69,180
Prevailing Wage Rate:
$69,160
Case Number:
I-200-09337-311724
Job Title:
SOFTWARE DEVELOPER
SOC (ONET/OES) code:
15-1031.00
SOC (ONET/OES) occupation title:
Computer Software Engineers, Applications
Begin Date:
2010-02-08
End Date:
2013-02-07

Employment and Wage Information

Address:
SEATTLE, WA
Wage Rate Paid to Nonimmigrant Workers:
$69,180
Prevailing Wage Rate:
$69,160
Case Number:
I-200-09344-882207
Job Title:
SOFTWARE DEVELOPER
SOC (ONET/OES) code:
15-1031.00
SOC (ONET/OES) occupation title:
Computer Software Engineers, Applications
Begin Date:
2010-02-08
End Date:
2013-02-07

Employment and Wage Information

Address:
SEATTLE, WA
Wage Rate Paid to Nonimmigrant Workers:
$69,180
Prevailing Wage Rate:
$69,160
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