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GENERATIONS TAX AND WEALTH MANAGEMENT LLC - Florida Company Profile

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Company Details

Entity Name: GENERATIONS TAX AND WEALTH MANAGEMENT LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 30 Nov 2020 (5 years ago)
Document Number: L20000373343
FEI/EIN Number 854203137
Address: 3903 Northdale Blvd, TAMPA, FL, 33624, US
Mail Address: 3903 Northdale Blvd, TAMPA, FL, 33624, US
ZIP code: 33624
City: Tampa
County: Hillsborough
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
CIOCIA JAMES Manager 3903 NORTHDALE BLVD, TAMPA, FL, 33624
CIOCIA JAMES Agent 3903 Northdale Blvd, TAMPA, FL, 33624

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-10-29 3903 Northdale Blvd, Ste 270E, TAMPA, FL 33624 -
CHANGE OF MAILING ADDRESS 2024-10-29 3903 Northdale Blvd, Ste 270E, TAMPA, FL 33624 -
REGISTERED AGENT ADDRESS CHANGED 2024-10-29 3903 Northdale Blvd, 270E, TAMPA, FL 33624 -

Documents

Name Date
ANNUAL REPORT 2025-01-22
AMENDED ANNUAL REPORT 2024-10-29
ANNUAL REPORT 2024-01-04
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-01-28
ANNUAL REPORT 2021-02-24
Florida Limited Liability 2020-11-30

Trademarks

Serial Number:
90865851
Mark:
G GRIP | GENERATIONS RETIREMENT INCOME PLAN
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2021-08-04
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
G GRIP | GENERATIONS RETIREMENT INCOME PLAN

Goods And Services

For:
Financial planning consultation; Financial planning for retirement; Insurance brokerage; Insurance consultancy; Insurance consultation; Insurance information
First Use:
2023-04-05
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
90865844
Mark:
GRIP
Status:
Abandoned because no Statement of Use or Extension Request timely filed after Notice of Allowance was issued. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2021-08-04
Mark Drawing Type:
5 - AN ILLUSTRATION DRAWING WITH WORD(S)/LETTER(S)/NUMBER(S) IN STYLIZED FORM
Mark Literal Elements:
GRIP

Goods And Services

For:
Financial planning consultation; Financial planning for retirement
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
90438704
Mark:
G GENERATIONS TAX AND WEALTH MANAGEMENT
Status:
A cancellation proceeding is pending at the Trademark Trial and Appeal Board. For further information, see TTABVUE on the Trademark Trial and Appeal Board web page.
Mark Type:
Service Mark
Application Filing Date:
2020-12-31
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
G GENERATIONS TAX AND WEALTH MANAGEMENT

Goods And Services

For:
Bookkeeping; Accountancy services; Accounting consultation; Accounting services; Payroll administration and management services; Payroll preparation; Payroll processing services; Tax preparation; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Consultancy o...
First Use:
2020-12-22
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Estate planning; Estate trust planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial administration of retirement plans; Insurance brokerage; Insurance consultancy; Insurance consultation; Insurance information and consultancy; I...
First Use:
2020-12-22
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Date of last update: 02 Aug 2025

Sources: Florida Department of State