Search icon

WEIR FINANCIAL RESOURCES, LLC

Company Details

Name: WEIR FINANCIAL RESOURCES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 09 Apr 1997 (28 years ago)
Entity Number: 2131560
ZIP code: 14222
County: Erie
Place of Formation: New York
Address: 208 LANCASTER AVENUE, BUFFALO, NY, United States, 14222

DOS Process Agent

Name Role Address
JONATHAN WEIR DOS Process Agent 208 LANCASTER AVENUE, BUFFALO, NY, United States, 14222

Form 5500 Series

Employer Identification Number (EIN):
161574970
Plan Year:
2023
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
1
Sponsors Telephone Number:

History

Start date End date Type Value
2023-04-04 2025-04-01 Address 208 LANCASTER AVENUE, BUFFALO, NY, 14222, USA (Type of address: Service of Process)
2021-04-02 2023-04-04 Address 208 LANCASTER AVENUE, BUFFALO, NY, 14222, USA (Type of address: Service of Process)
2013-04-16 2021-04-02 Address 737 MAIN ST SUITE333, BUFFALO, NY, 14203, USA (Type of address: Service of Process)
2009-04-14 2013-04-16 Address 420 MAIN ST STE #1104, BUFFALO, NY, 14202, USA (Type of address: Service of Process)
2003-04-23 2009-04-14 Address 424 MAIN ST STE #1104, BUFFALO, NY, 14202, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250401042060 2025-04-01 BIENNIAL STATEMENT 2025-04-01
230404001118 2023-04-04 BIENNIAL STATEMENT 2023-04-01
210402061213 2021-04-02 BIENNIAL STATEMENT 2021-04-01
130416006213 2013-04-16 BIENNIAL STATEMENT 2013-04-01
110427002159 2011-04-27 BIENNIAL STATEMENT 2011-04-01

USAspending Awards / Financial Assistance

Date:
2021-03-26
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:
33125.00
Total Face Value Of Loan:
33125.00
Date:
2020-04-13
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:
33777.00
Total Face Value Of Loan:
33777.00

Trademarks Section

Serial Number:
76112239
Mark:
INFORMATION IDEAS SOLUTIONS
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2000-08-21
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Mark Literal Elements:
INFORMATION IDEAS SOLUTIONS

Goods And Services

For:
FINANCIAL CONSULTATION SERVICES, NAMELY, EXECUTIVE BENEFITS PLANNING, BUSINESS CONTINUATION PLANNING AND PRIVATE WEALTH PLANNING-- MUTUAL FUNDS, ANNUITIES AND INSURANCE BROKERAGE
First Use:
1996-04-01
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
76112234
Mark:
LEVEL VII
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2000-08-21
Mark Drawing Type:
Typeset: Word(s)/letter(s)/number(s)
Mark Literal Elements:
LEVEL VII

Goods And Services

For:
Financial consultation services, namely, executive benefits planning, business continuation planning and private wealth planning; asset management, annuities and insurance brokerage
First Use:
1995-02-16
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Paycheck Protection Program

Date Approved:
2020-04-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
33777
Current Approval Amount:
33777
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
34055.54
Date Approved:
2021-03-26
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
33125
Current Approval Amount:
33125
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
33297.43

Date of last update: 31 Mar 2025

Sources: New York Secretary of State