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SYNERGY WEALTH STRATEGIES, LTD.

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Company Details

Name: SYNERGY WEALTH STRATEGIES, LTD.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 20 Oct 2008 (17 years ago)
Entity Number: 3733391
ZIP code: 11780
County: Suffolk
Place of Formation: New York
Address: 43-06 NORTH COUNTY ROAD, ST. JAMES, NY, United States, 11780

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 43-06 NORTH COUNTY ROAD, ST. JAMES, NY, United States, 11780

Filings

Filing Number Date Filed Type Effective Date
210330060191 2021-03-30 BIENNIAL STATEMENT 2018-10-01
081020000073 2008-10-20 CERTIFICATE OF INCORPORATION 2008-10-20

USAspending Awards / Financial Assistance

Date:
2021-01-28
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:
31345.00
Total Face Value Of Loan:
31345.00
Date:
2020-08-20
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-04-28
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:
39900.00
Total Face Value Of Loan:
39900.00

Paycheck Protection Program

Jobs Reported:
9
Initial Approval Amount:
$39,900
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$39,900
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$40,379.89
Servicing Lender:
Loan Source Incorporated
Use of Proceeds:
Payroll: $39,900
Jobs Reported:
7
Initial Approval Amount:
$31,345
Date Approved:
2021-01-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$31,345
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$31,607.95
Servicing Lender:
Itria Ventures LLC
Use of Proceeds:
Payroll: $31,345

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State