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COMPREHENSIVE WEALTH MANAGEMENT GROUP LLC

Company Details

Name: COMPREHENSIVE WEALTH MANAGEMENT GROUP LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 12 Apr 2007 (18 years ago)
Entity Number: 3502541
ZIP code: 10307
County: Richmond
Place of Formation: New York
Address: 243 MAIN STREET, STATEN ISLAND, NY, United States, 10307

DOS Process Agent

Name Role Address
COMPREHENSIVE WEALTH MANAGEMENT GROUP LLC DOS Process Agent 243 MAIN STREET, STATEN ISLAND, NY, United States, 10307

History

Start date End date Type Value
2013-04-09 2015-04-02 Address 95 NEW DORP PLAZA, STATEN ISLAND, NY, 10306, USA (Type of address: Service of Process)
2011-05-11 2013-04-09 Address 1146 FOREST AVENUE, STATEN ISLAND, NY, 10310, USA (Type of address: Service of Process)
2009-07-01 2011-05-11 Address 259 LIBERTY AVE, STATEN ISLAND, NY, 10305, USA (Type of address: Service of Process)
2007-04-12 2009-07-01 Address 3117 RICHMOND ROAD, STATEN ISLAND, NY, 10306, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
190402060178 2019-04-02 BIENNIAL STATEMENT 2019-04-01
150402006153 2015-04-02 BIENNIAL STATEMENT 2015-04-01
130409006681 2013-04-09 BIENNIAL STATEMENT 2013-04-01
110511003182 2011-05-11 BIENNIAL STATEMENT 2011-04-01
090701002345 2009-07-01 BIENNIAL STATEMENT 2009-04-01
080501000595 2008-05-01 CERTIFICATE OF PUBLICATION 2008-05-01
070412000593 2007-04-12 ARTICLES OF ORGANIZATION 2007-04-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1998288502 2021-02-19 0202 PPS 243 Main St, Staten Island, NY, 10307-1259
Loan Status Date 2022-02-02
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 16600
Loan Approval Amount (current) 16600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 378478
Servicing Lender Name Empire State Bank
Servicing Lender Address 68 N Plank Rd, NEWBURGH, NY, 12550-2109
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Staten Island, RICHMOND, NY, 10307-1259
Project Congressional District NY-11
Number of Employees 1
NAICS code 541990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 378478
Originating Lender Name Empire State Bank
Originating Lender Address NEWBURGH, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 16690.05
Forgiveness Paid Date 2021-09-09
1561197206 2020-04-15 0202 PPP 243 Main St, STATEN ISLAND, NY, 10307
Loan Status Date 2022-02-02
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 13100
Loan Approval Amount (current) 13100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 378478
Servicing Lender Name Empire State Bank
Servicing Lender Address 68 N Plank Rd, NEWBURGH, NY, 12550-2109
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address STATEN ISLAND, RICHMOND, NY, 10307-0001
Project Congressional District NY-11
Number of Employees 1
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 378478
Originating Lender Name Empire State Bank
Originating Lender Address NEWBURGH, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 13207.67
Forgiveness Paid Date 2021-02-19

Date of last update: 28 Mar 2025

Sources: New York Secretary of State