VANDERZEE FINANCIAL ADVISORS & INSURANCE AGENCY, LLC

Company Details

Name:	VANDERZEE FINANCIAL ADVISORS & INSURANCE AGENCY, LLC
Jurisdiction:	New York
Legal type:	DOMESTIC LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	09 Jan 2003 (22 years ago)
Entity Number:	2854425
ZIP code:	12065
County:	Saratoga
Place of Formation:	New York
Address:	1023 ROUTE 146, STE 3, CLIFTON PARK, NY, United States, 12065

Name	Role	Address
THE LLC	DOS Process Agent	1023 ROUTE 146, STE 3, CLIFTON PARK, NY, United States, 12065

Start date	End date	Type	Value
2006-05-16	2011-01-11	Address	2 HALFMOON EXECUTIVE PARK, CLIFTON PARK, NY, 12065, USA (Type of address: Service of Process)
2003-01-09	2006-05-16	Address	255 WASHINGTON AVE. EXT., ALBANY, NY, 12205, USA (Type of address: Service of Process)

Filing Number	Date Filed	Type	Effective Date
210210060090	2021-02-10	BIENNIAL STATEMENT	2021-01-01
190116060248	2019-01-16	BIENNIAL STATEMENT	2019-01-01
170105007339	2017-01-05	BIENNIAL STATEMENT	2017-01-01
150108006143	2015-01-08	BIENNIAL STATEMENT	2015-01-01
130115006306	2013-01-15	BIENNIAL STATEMENT	2013-01-01
110111002937	2011-01-11	BIENNIAL STATEMENT	2011-01-01
081219002071	2008-12-19	BIENNIAL STATEMENT	2009-01-01
070102002041	2007-01-02	BIENNIAL STATEMENT	2007-01-01
060516002446	2006-05-16	BIENNIAL STATEMENT	2005-01-01
030515000709	2003-05-15	AFFIDAVIT OF PUBLICATION	2003-05-15
030515000708	2003-05-15	AFFIDAVIT OF PUBLICATION	2003-05-15
030109000441	2003-01-09	ARTICLES OF ORGANIZATION	2003-01-09

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

6260008408

2021-02-10

0248

PPS

1023 Route 146 Ste 3, Clifton Park, NY, 12065-3644

Loan Status Date	2021-10-20
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	51770
Loan Approval Amount (current)	51770
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	56102
Servicing Lender Name	KeyBank National Association
Servicing Lender Address	127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator	R
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Clifton Park, SARATOGA, NY, 12065-3644
Project Congressional District	NY-20
Number of Employees	5
NAICS code	524210
Borrower Race	White
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	56102
Originating Lender Name	KeyBank National Association
Originating Lender Address	CLEVELAND, OH
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	52083.46
Forgiveness Paid Date	2021-09-29

3694077709

2020-05-01

0248

PPP

1023 RT 146, CLIFTON PARK, NY, 12065

Loan Status Date	2021-01-21
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	40859
Loan Approval Amount (current)	40859
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	56102
Servicing Lender Name	KeyBank National Association
Servicing Lender Address	127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Unanswered
Project Address	CLIFTON PARK, SARATOGA, NY, 12065-0001
Project Congressional District	NY-20
Number of Employees	3
NAICS code	541611
Borrower Race	White
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	56102
Originating Lender Name	KeyBank National Association
Originating Lender Address	CLEVELAND, OH
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	41095.2
Forgiveness Paid Date	2020-12-10

Date of last update: 30 Mar 2025