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NORTH SHORE WEALTH MANAGEMENT LLC

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Company Details

Name: NORTH SHORE WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 27 Apr 2005 (20 years ago)
Entity Number: 3197082
ZIP code: 11803
County: Nassau
Place of Formation: New York
Address: 255 EXECUTIVE DR, STE 305, PLAINVIEW, NY, United States, 11803

DOS Process Agent

Name Role Address
NORTH SHORE WEALTH MANAGEMENT LLC DOS Process Agent 255 EXECUTIVE DR, STE 305, PLAINVIEW, NY, United States, 11803

History

Start date End date Type Value
2023-02-22 2024-03-13 Address 255 EXECUTIVE DR, STE 305, PLAINVIEW, NY, 11803, USA (Type of address: Service of Process)
2007-04-20 2023-02-22 Address 255 EXECUTIVE DR, STE 305, PLAINVIEW, NY, 11803, USA (Type of address: Service of Process)
2005-04-27 2007-04-20 Address 25 CLEARWATER DRIVE, PLAINVIEW, NY, 11803, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240313000119 2024-03-13 BIENNIAL STATEMENT 2024-03-13
230222000251 2023-02-22 BIENNIAL STATEMENT 2021-04-01
110427002984 2011-04-27 BIENNIAL STATEMENT 2011-04-01
090413003368 2009-04-13 BIENNIAL STATEMENT 2009-04-01
070420002175 2007-04-20 BIENNIAL STATEMENT 2007-04-01

USAspending Awards / Financial Assistance

Date:
2021-02-12
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:
32800.00
Total Face Value Of Loan:
32800.00
Date:
2020-04-30
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:
36800.00
Total Face Value Of Loan:
36800.00

Trademarks Section

Serial Number:
86092637
Mark:
NORTH SHORE WEALTH MANAGEMENT
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2013-10-16
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
NORTH SHORE WEALTH MANAGEMENT

Goods And Services

For:
Advice relating to investments; Annuity services, namely, account and investment administration; Brokerage services in the field of securities and commodities investing; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures...
First Use:
2006-01-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
86006479
Mark:
THE 401K GUYS
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2013-07-10
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE 401K GUYS

Goods And Services

For:
Advice relating to investments; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services in the field of securities and commodities investing; Equity capit...
First Use:
2013-10-23
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Paycheck Protection Program

Date Approved:
2021-02-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
32800
Current Approval Amount:
32800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
33199.98
Date Approved:
2020-04-30
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
36800
Current Approval Amount:
36800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
37249.78

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Date of last update: 29 Mar 2025

Sources: New York Secretary of State