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TRUBEE WEALTH ADVISORS, INC.

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Company Details

Name: TRUBEE WEALTH ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 10 Dec 1991 (34 years ago)
Entity Number: 1602976
ZIP code: 14225
County: Erie
Place of Formation: New York
Address: 600 Airborne Parkway, Suite 120, Buffalo, NY, United States, 14225
Principal Address: 600 Airborne Parkway, Suite 120, BUFFALO, NY, United States, 14225

Shares Details

Shares issued 20000

Share Par Value 1

Type PAR VALUE

Chief Executive Officer

Name Role Address
JOHN D. SHINE Chief Executive Officer 600 AIRBORNE PARKWAY, SUITE 120, BUFFALO, NY, United States, 14225

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 600 Airborne Parkway, Suite 120, Buffalo, NY, United States, 14225

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0000099947
Phone:
(716) 849-1401

Latest Filings

Form type:
FOCUSN
File number:
008-02142
Filing date:
2025-02-28
File:
Form type:
X-17A-5
File number:
008-02142
Filing date:
2024-02-29
File:
Form type:
FOCUSN
File number:
008-02142
Filing date:
2024-02-28
File:
Form type:
FOCUSN
File number:
008-02142
Filing date:
2023-03-06
File:
Form type:
X-17A-5
File number:
008-02142
Filing date:
2023-03-02
File:

History

Start date End date Type Value
2023-12-01 2023-12-01 Address 1350 ONE M&T PLAZA, BUFFALO, NY, 14203, 2396, USA (Type of address: Chief Executive Officer)
2023-12-01 2023-12-01 Address 600 AIRBORNE PARKWAY, SUITE 120, BUFFALO, NY, 14225, USA (Type of address: Chief Executive Officer)
2023-06-21 2023-12-01 Shares Share type: PAR VALUE, Number of shares: 20000, Par value: 1
2023-06-21 2023-12-01 Address 1350 ONE M&T PLAZA, BUFFALO, NY, 14203, 2396, USA (Type of address: Chief Executive Officer)
2023-06-21 2023-06-21 Address 600 AIRBORNE PARKWAY, SUITE 120, BUFFALO, NY, 14225, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
231201036066 2023-12-01 BIENNIAL STATEMENT 2023-12-01
230621001093 2023-06-21 BIENNIAL STATEMENT 2021-12-01
220907001857 2022-09-06 CERTIFICATE OF AMENDMENT 2022-09-06
140306002643 2014-03-06 BIENNIAL STATEMENT 2013-12-01
111220002491 2011-12-20 BIENNIAL STATEMENT 2011-12-01

Trademarks Section

Serial Number:
98068960
Mark:
TRUBEE WEALTH ADVISORS
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-07-03
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
TRUBEE WEALTH ADVISORS

Goods And Services

For:
Financial consultancy; Financial management; Financial risk management consultation; Financial services, namely, wealth management services; Providing financial information via a web site; Estate planning; Investment management; Capital investment consulting; Capital investment services; Corporate f...
First Use:
2023-01-01
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 15 Mar 2025

Sources: New York Secretary of State