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INCOME AND ASSET ADVISORY, INC.

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Company Details

Name: INCOME AND ASSET ADVISORY, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 15 Jan 1986 (39 years ago)
Entity Number: 1050681
ZIP code: 10504
County: Putnam
Place of Formation: New York
Address: 80 Business Park Drive, Suite 108, ARMONK, NY, United States, 10504
Principal Address: 80 Business Park Drive, Suite 108, Armonk, NY, United States, 10504

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 80 Business Park Drive, Suite 108, ARMONK, NY, United States, 10504

Chief Executive Officer

Name Role Address
JASON WAXLER Chief Executive Officer 80 BUSINESS PARK DRIVE, SUITE 108, ARMONK, NY, United States, 10504

History

Start date End date Type Value
2023-06-09 2025-01-08 Address 80 business park drive, suite 108, ARMONK, NY, 10504, USA (Type of address: Service of Process)
2023-01-31 2025-01-08 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
1986-01-15 2023-01-31 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
1986-01-15 2023-06-09 Address R.D. N. EIGHT, MAHOPAC, NY, 10541, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250108002048 2025-01-08 BIENNIAL STATEMENT 2025-01-08
230609002403 2023-01-31 CERTIFICATE OF AMENDMENT 2023-01-31
B339003-3 1986-03-27 CERTIFICATE OF AMENDMENT 1986-03-27
B311024-5 1986-01-15 CERTIFICATE OF INCORPORATION 1986-01-15

USAspending Awards / Financial Assistance

Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
51777.00
Total Face Value Of Loan:
51777.00

Trademarks Section

Serial Number:
77738769
Mark:
TREND TOOL
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2009-05-16
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
TREND TOOL

Goods And Services

For:
Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services based on computerized financial investment projections; Investment advisory services based on computerize...
First Use:
2000-01-01
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
51777
Current Approval Amount:
51777
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
52225.22

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Date of last update: 16 Mar 2025

Sources: New York Secretary of State