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MEMBERS TRUST COMPANY - Florida Company Profile

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Company Details

Entity Name: MEMBERS TRUST COMPANY
Jurisdiction: FLORIDA
Filing Type: Foreign Profit
Status: Active
Date Filed: 27 Mar 2025 (4 months ago)
Document Number: F25000001794
Address: 14055 RIVEREDGE DR., STE. 525, TAMPA, FL, 33637
Mail Address: 14055 RIVEREDGE DR., STE. 525, TAMPA, FL, 33637
ZIP code: 33637
City: Tampa
County: Hillsborough
Place of Formation: DISTRICT OF COLUMBIA

Key Officers & Management

Name Role Address
O'DONNELL BARBARA Director 14055 RIVEREDGE DR., STE. 525, TAMPA, FL, 33637
- Agent -
LAKO KENNETH Chief Executive Officer 14055 RIVEREDGE DR., STE. 525, TAMPA, FL, 33637
ARCHIBALD NEIL P General Counsel 14055 RIVEREDGE DR., STE. 525, TAMPA, FL, 33637
RICH JONATHAN D Chairman 14055 RIVEREDGE DR., STE. 525, TAMPA, FL, 33637
MOSER ROBERT M Director 14055 RIVEREDGE DR., STE. 525, TAMPA, FL, 33637
PURDY JAMES Director 14055 RIVEREDGE DR., STE. 525, TAMPA, FL, 33637

Form 5500 Series

Employer Identification Number (EIN):
470924028
Plan Year:
2023
Number Of Participants:
62
Sponsors Telephone Number:
8887279191
File:
View File
Plan Year:
2022
Number Of Participants:
51
Sponsors Telephone Number:
8887279191
File:
View File
Plan Year:
2021
Number Of Participants:
51
Sponsors Telephone Number:
8887279191
File:
View File
Plan Year:
2020
Number Of Participants:
41
Sponsors Telephone Number:
8887279191
File:
View File
Plan Year:
2019
Number Of Participants:
29
Sponsors Telephone Number:
8887279191
File:
View File

Trademarks

Serial Number:
90627473
Mark:
FLEXIRA
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2021-04-06
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FLEXIRA
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Trust services, namely, investment and trust company services
First Use:
2021-03-15
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88856314
Mark:
MAIN STREET VALUES. WALL STREET EXPERTISE.
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2020-04-01
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MAIN STREET VALUES. WALL STREET EXPERTISE.
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Estate trust planning; Estate trust management; Financial trust administration; Trust management accounts
First Use:
2020-02-03
International Classes:
036 - Primary Class
Class Status:
Active
For:
Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary
First Use:
2020-02-03
International Classes:
035 - Primary Class
Class Status:
Active
For:
Conservatorship services, namely, managing the personal affairs or estate of a person who is deemed incapable due to reasons such as age or mental limitations
First Use:
2020-02-03
International Classes:
045 - Primary Class
Class Status:
Active
Serial Number:
88737997
Mark:
PEACE OF MIND IS A PIECE OF CAKE
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-12-23
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PEACE OF MIND IS A PIECE OF CAKE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Trust services, namely, investment and trust company services
First Use:
2019-12-23
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88737326
Mark:
DOING THE RIGHT THING IS OUR THING.
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-12-23
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
DOING THE RIGHT THING IS OUR THING.
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Trust services, namely, investment and trust company services
First Use:
2019-12-02
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88723430
Mark:
M
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-12-11
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
M
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Trust services, namely, investment and trust company services
First Use:
2019-12-02
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 02 Jul 2025

Sources: Florida Department of State

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