| Name: | WEALTHONE, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 25 Feb 2003 (22 years ago) |
| Entity Number: | 2873856 |
| ZIP code: | 12203 |
| County: | Albany |
| Place of Formation: | New York |
| Address: | 6 TOWER PLACE, ALBANY, NY, United States, 12203 |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1763608 | 6 TOWER PLACE, ALBANY, NY, 12203 | 6 TOWER PLACE, ALBANY, NY, 12203 | 5188674000 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2023-10-12 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-24
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2023-07-24 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-20
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2023-04-20 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-24
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2023-01-24 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-18
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2022-10-18 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-18
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2022-07-18 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-27
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2022-04-27 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-11
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2022-02-11 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-01
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2021-11-01 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-26
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2021-07-26 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-27
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2021-04-27 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-08
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2021-02-08 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-09
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2020-11-09 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-06
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2020-08-06 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-16
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2020-04-16 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-31
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2020-01-31 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-14
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2019-11-14 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-08
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2019-08-08 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-16
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2019-05-16 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-15
| Form type | 13F-HR |
| File number | 028-19406 |
| Filing date | 2019-02-15 |
| Reporting date | 2018-12-31 |
| File | View File |
| Name | Role | Address |
|---|---|---|
| WEALTHONE LLC | DOS Process Agent | 6 TOWER PLACE, ALBANY, NY, United States, 12203 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2021-08-04 | 2023-10-12 | Address | 6 TOWER PLACE, ALBANY, NY, 12203, USA (Type of address: Service of Process) |
| 2020-07-02 | 2021-08-04 | Name | WEALTHPOINT, LLC |
| 2020-07-02 | 2021-08-04 | Address | 6 TOWER PLACE, ALBANY, NY, 12203, USA (Type of address: Service of Process) |
| 2005-02-15 | 2020-07-02 | Address | 4 AVIS DR, LATHAM, NY, 12110, USA (Type of address: Service of Process) |
| 2003-02-25 | 2020-07-02 | Name | CAPITAL FINANCIAL PLANNING, LLC |
| 2003-02-25 | 2005-02-15 | Address | 720 STEPHENS PLACE, SCHENECTADY, NY, 12303, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 231012003806 | 2023-10-12 | BIENNIAL STATEMENT | 2023-02-01 |
| 210804000600 | 2021-08-02 | CERTIFICATE OF AMENDMENT | 2021-08-02 |
| 200702000624 | 2020-07-02 | CERTIFICATE OF AMENDMENT | 2020-07-02 |
| 070126002203 | 2007-01-26 | BIENNIAL STATEMENT | 2007-02-01 |
| 050215002261 | 2005-02-15 | BIENNIAL STATEMENT | 2005-02-01 |
| 030605000387 | 2003-06-05 | AFFIDAVIT OF PUBLICATION | 2003-06-05 |
| 030523000725 | 2003-05-23 | AFFIDAVIT OF PUBLICATION | 2003-05-23 |
| 030225000393 | 2003-02-25 | ARTICLES OF ORGANIZATION | 2003-02-25 |
Date of last update: 01 Jan 2025
Sources: New York Secretary of State
