Search icon

SUMMIT FINANCIAL STRATEGIES, INC.

Company Details

Name: SUMMIT FINANCIAL STRATEGIES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 10 Mar 1992 (33 years ago)
Entity Number: 1619603
ZIP code: 14226
County: Erie
Place of Formation: New York
Address: 100 CORPORATE PARKWAY, SUITE 314, AMHERST, NY, United States, 14226
Principal Address: 100 CORPORATE PKWY, STE 314, AMHERST, NY, United States, 14226

Shares Details

Shares issued 20000

Share Par Value 1

Type PAR VALUE

Chief Executive Officer

Name Role Address
DAVID L FADEL Chief Executive Officer 100 CORPORATE PKWY, STE 314, AMHERST, NY, United States, 14226

Agent

Name Role Address
DAVID L. FADEL, SUMMIT FINANCIAL STRATEGIES, INC. Agent 100 CORPORATE PARKWAY, SUITE 314, AMHERST, NY, 14226

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 100 CORPORATE PARKWAY, SUITE 314, AMHERST, NY, United States, 14226

Form 5500 Series

Employer Identification Number (EIN):
455225657
Plan Year:
2017
Number Of Participants:
2
Sponsors DBA Name:
SUMMIT FINANCIAL STRATEGIES.INC
Sponsors Telephone Number:

History

Start date End date Type Value
2008-03-03 2011-07-20 Address 100 SYLVAN PKWY, STE 500, AMHERST, NY, 14228, 1109, USA (Type of address: Service of Process)
2008-03-03 2011-09-12 Address 100 SYLVAN PKWY, STE 500, AMHERST, NY, 14228, 1109, USA (Type of address: Principal Executive Office)
2008-03-03 2011-09-12 Address 100 SYLVAN PKWY, STE 500, AMHERST, NY, 14228, 1109, USA (Type of address: Chief Executive Officer)
2000-04-14 2008-03-03 Address 100 SYLVAN PKWY, AMHERST, NY, 14228, 1109, USA (Type of address: Chief Executive Officer)
1998-04-27 2008-03-03 Address 100 SYLVAN PKWY, AMHERST, NY, 14228, 1109, USA (Type of address: Principal Executive Office)

Filings

Filing Number Date Filed Type Effective Date
200304061069 2020-03-04 BIENNIAL STATEMENT 2020-03-01
180306006398 2018-03-06 BIENNIAL STATEMENT 2018-03-01
160301006776 2016-03-01 BIENNIAL STATEMENT 2016-03-01
140310007216 2014-03-10 BIENNIAL STATEMENT 2014-03-01
120417002729 2012-04-17 BIENNIAL STATEMENT 2012-03-01

Date of last update: 15 Mar 2025

Sources: New York Secretary of State