WEALTHSTREAM ADVISORS, INC.

DOS Process Agent

Name	Role	Address
WEALTHSTREAM ADVISORS, INC.	DOS Process Agent	60 EAST 42ND STREET, STE 1600, NEW YORK, NY, United States, 10165

Chief Executive Officer

Name	Role	Address
MICHAEL GOODMAN	Chief Executive Officer	60 EAST 42ND STREET, STE 1600, NEW YORK, NY, United States, 10165

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

Latest Filings

Form 5500 Series

History

Start date	End date	Type	Value
2016-09-29	2022-12-14	Shares	Share type: NO PAR VALUE, Number of shares: 2500, Par value: 0
2006-05-22	2012-05-23	Address	500 FIFTH AVE, STE 810, NEW YORK, NY, 10110, USA (Type of address: Chief Executive Officer)
2006-05-22	2012-05-23	Address	MICHAEL GOODMAN, 500 FIFTH AVE STE 810, NEW YORK, NY, 10110, USA (Type of address: Principal Executive Office)
2006-05-22	2012-05-23	Address	500 5TH AVE., STE. 810, NEW YORK, NY, 10110, USA (Type of address: Service of Process)
2004-05-28	2016-09-29	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0

Filings

Filing Number	Date Filed	Type	Effective Date
201021060426	2020-10-21	BIENNIAL STATEMENT	2020-05-01
180516006010	2018-05-16	BIENNIAL STATEMENT	2018-05-01
160929000222	2016-09-29	CERTIFICATE OF AMENDMENT	2016-09-29
140527006031	2014-05-27	BIENNIAL STATEMENT	2014-05-01
120523006148	2012-05-23	BIENNIAL STATEMENT	2012-05-01

Court Cases

Court Case Summary

Parties