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CLIENTFIRST STRATEGY, INC.

Company Details

Name: CLIENTFIRST STRATEGY, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 11 Oct 2005 (20 years ago)
Entity Number: 3267060
ZIP code: 11791
County: Nassau
Place of Formation: New York
Principal Address: 2 AERIAL WAY, SYOSSET, NY, United States, 11791
Address: MITCHELL GOLDBERG, 2 AERIAL WAY, SYOSSET, NY, United States, 11791

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
MITCHELL O GOLDBERG Chief Executive Officer 2 AERIAL WAY, SYOSSET, NY, United States, 11791

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent MITCHELL GOLDBERG, 2 AERIAL WAY, SYOSSET, NY, United States, 11791

History

Start date End date Type Value
2007-10-05 2009-11-24 Address 195 FROHLICH FARM BLVD, WOODBURY, NY, 11797, USA (Type of address: Chief Executive Officer)
2007-10-05 2009-11-24 Address 195 FROEHLICH FARM BLVD, WOODBURY, NY, 11797, USA (Type of address: Principal Executive Office)
2005-12-13 2009-11-24 Address MITCHELL O. GOLDBERG, 195 FROEHLICH FARM BLVD., WOODBURY, NY, 11797, USA (Type of address: Service of Process)
2005-10-11 2005-12-13 Address MITCHELL O. GOLDBERG, 10 YARDLEY AVENUE, DIX HILLS, NY, 11746, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
091124002449 2009-11-24 BIENNIAL STATEMENT 2009-10-01
071005002855 2007-10-05 BIENNIAL STATEMENT 2007-10-01
051213000329 2005-12-13 CERTIFICATE OF AMENDMENT 2005-12-13
051011000838 2005-10-11 CERTIFICATE OF INCORPORATION 2005-10-11

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1007597701 2020-05-01 0235 PPP ClientFirst Strategy, Inc. Mitchell Goldberg, MELVILLE, NY, 11747
Loan Status Date 2021-09-30
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 26287
Loan Approval Amount (current) 26287
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address MELVILLE, SUFFOLK, NY, 11747-0001
Project Congressional District NY-01
Number of Employees 3
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 26617.6
Forgiveness Paid Date 2021-08-09

Date of last update: 29 Mar 2025

Sources: New York Secretary of State