| 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
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID L. FADEL I401K PLAN | 2017 | 455225657 | 2018-05-09 | SUMMIT FINANCIAL STRATEGIES, INC. | 2 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2018-05-09 |
| Name of individual signing | DAVID FADEL |
| Name | Role | Address |
|---|---|---|
| DAVID L FADEL | Chief Executive Officer | 100 CORPORATE PKWY, STE 314, AMHERST, NY, United States, 14226 |
| Name | Role | Address |
|---|---|---|
| DAVID L. FADEL, SUMMIT FINANCIAL STRATEGIES, INC. | Agent | 100 CORPORATE PARKWAY, SUITE 314, AMHERST, NY, 14226 |
| Name | Role | Address |
|---|---|---|
| THE CORPORATION | DOS Process Agent | 100 CORPORATE PARKWAY, SUITE 314, AMHERST, NY, United States, 14226 |
| 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) |
| 1998-04-27 | 2000-04-14 | 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: Service of Process) |
| 1993-07-27 | 1998-04-27 | Address | PAUL S. DUGGAN, 100 SYLVAN PARKWAY, AMHERST, NY, 14228, USA (Type of address: Principal Executive Office) |
| 1993-07-27 | 1998-04-27 | Address | 100 SYLVAN PARKWAY, AMHERST, NY, 14228, USA (Type of address: Chief Executive Officer) |
| 1992-03-10 | 1998-04-27 | Address | 1800 ONE M & T PLAZA, BUFFALO, NY, 14203, USA (Type of address: Service of Process) |
| 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 |
| 110912002522 | 2011-09-12 | BIENNIAL STATEMENT | 2010-03-01 |
| 110720000603 | 2011-07-20 | CERTIFICATE OF CHANGE | 2011-07-20 |
| 110701000496 | 2011-07-01 | ANNULMENT OF DISSOLUTION | 2011-07-01 |
| DP-1751786 | 2009-04-29 | DISSOLUTION BY PROCLAMATION | 2009-04-29 |
| 080303003267 | 2008-03-03 | BIENNIAL STATEMENT | 2008-03-01 |
Date of last update: 05 Jan 2025
Sources: New York Secretary of State
