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THE CAPITAL PRESERVE, INC.

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Company Details

Name: THE CAPITAL PRESERVE, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 02 Feb 2001 (24 years ago)
Entity Number: 2601568
ZIP code: 10591
County: Westchester
Place of Formation: New York
Address: 520 WHITE PLAINS ROAD, SUITE 500, TARRYTOWN, NY, United States, 10591

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
ROBERT H FREIREICH Chief Executive Officer 520 WHITE PLAINS ROAD, SUITE 500, TARRYTOWN, NY, United States, 10591

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 520 WHITE PLAINS ROAD, SUITE 500, TARRYTOWN, NY, United States, 10591

History

Start date End date Type Value
2005-03-10 2011-03-15 Address 520 WHITE PLAINS RD, STE 500, TARRYTOWN, NY, 10591, USA (Type of address: Chief Executive Officer)
2003-02-20 2005-03-10 Address 520 WHITE PLAINS RD, SUITE 500, TARRYTOWN, NY, 10591, USA (Type of address: Chief Executive Officer)
2003-02-20 2011-03-15 Address 520 WHITE PLAINS RD, SUITE 500, TARRYTOWN, NY, 10591, USA (Type of address: Principal Executive Office)
2003-02-20 2011-03-15 Address 520 WHITE PLAINS RD, SUITE 500, TARRYTOWN, NY, 10591, USA (Type of address: Service of Process)
2001-02-02 2003-02-20 Address 120 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
130204006743 2013-02-04 BIENNIAL STATEMENT 2013-02-01
110315002694 2011-03-15 BIENNIAL STATEMENT 2011-02-01
090130003122 2009-01-30 BIENNIAL STATEMENT 2009-02-01
070212002322 2007-02-12 BIENNIAL STATEMENT 2007-02-01
050310002299 2005-03-10 BIENNIAL STATEMENT 2005-02-01

USAspending Awards / Financial Assistance

Date:
2020-04-22
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
2000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
75803833
Mark:
THE CAPITAL PRESERVE INDEPENDENT FINANCIAL ADVISORS
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
1999-09-20
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Mark Literal Elements:
THE CAPITAL PRESERVE INDEPENDENT FINANCIAL ADVISORS

Goods And Services

For:
FINANCIAL PLANNING, FINANCIAL MANAGEMENT, FINANCIAL ANALYSIS AND CONSULTATION, ESTATE PLANNING SERVICES, SECURITY BROKERAGE, LIFE INSURANCE BROKERAGE AND ANNUITY BROKERAGE
First Use:
1999-06-01
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
85811120
Mark:
PROVIDING FINANCIAL CLARITY
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
CERTIFICATION-MARK
Application Filing Date:
2012-12-27
Mark Drawing Type:
Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Mark Literal Elements:
PROVIDING FINANCIAL CLARITY

Goods And Services

For:
Financial Planning and Investment Advisory Services
First Use:
2012-12-27
International Classes:
A 1 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$20,000
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$20,000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$20,177.49
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $16,000
Healthcare: $4000

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State