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XENA FINANCIAL PLANNING, LLC

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Company Details

Legal Name: XENA FINANCIAL PLANNING, LLC
Jurisdiction: WASHINGTON
Entity Type: FOREIGN LIMITED LIABILITY COMPANY
Category: FOREIGN ENTITY
Status: Active
Formation/ Registration Date: September 18th 2024
Expiration date: 30 Sep 2025
UBI Number: 605 614 437
Home State: OREGON
Principal Office Street Address: Google Maps Logo 650 NE HOLLADAY ST STE 1600, PORTLAND, OR, 97232-2035, UNITED STATES

Contact Details

E-Mail: DANIKA@XENAFP.COM
Phone Number: +1 503-664-0183

Nature of Business

FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

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Registered Agent Information

Name Role Address
COGENCY GLOBAL INC. Registered Agent 1780 BARNES BLVD SW, TUMWATER, WA, 98512-0410, UNITED STATES

Key Officers & Management

Name Role
DANIKA WADDELL Governing Person
JAMES HINDES Governing Person

Form 5500 Series

Employer Identification Number (EIN):
850993474
Plan Year:
2023
Number Of Participants:
2
Plan Name:
401(K)
Sponsor's telephone number:
5036640183
File:
View File
Plan Administrator / Signatory:
QIAN LIU(Plan administrator)
Plan Year:
2022
Number Of Participants:
2
Plan Name:
401(K)
Sponsor's telephone number:
5036640183
File:
View File
Plan Administrator / Signatory:
CHRISTINE RIMER(Plan administrator)
Plan Year:
2021
Number Of Participants:
0
Plan Name:
401(K)
Sponsor's telephone number:
5036640183
File:
View File
Plan Administrator / Signatory:
CHRISTINE RIMER(Plan administrator)

Trademarks

Serial Number:
90781876
Mark:
XENA FINANCIAL PLANNING
Status:
Registered. The registration date is used to determine when post-regi...
Mark Type:
Service Mark
Application Filing Date:
2021-06-18
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
XENA FINANCIAL PLANNING
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial planning and investment advisory services
First Use:
2020-07-08
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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