OPTIMUS WEALTH MANAGEMENT GROUP, INC.

Headquarter

Company Details

Name:	OPTIMUS WEALTH MANAGEMENT GROUP, INC.
Jurisdiction:	New York
Legal type:	DOMESTIC BUSINESS CORPORATION
Status:	Active
Date of registration:	16 Dec 2008 (16 years ago)
Entity Number:	3753341
ZIP code:	12065
County:	Saratoga
Place of Formation:	New York
Address:	1745 ROUTE 9 SUITE D, CLIFTON PARK, NY, United States, 12065
Principal Address:	1745 ROUTE 9, STE D, CLIFTON PARK, NY, United States, 12065

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Type	Company Name	Company Number	State
Headquarter of	OPTIMUS WEALTH MANAGEMENT GROUP, INC., FLORIDA	F24000005041	FLORIDA

Name	Role	Address
OPTIMUS WEALTH MANAGEMENT GROUP, INC.	DOS Process Agent	1745 ROUTE 9 SUITE D, CLIFTON PARK, NY, United States, 12065

Name	Role	Address
PHILIP C GALLANT	Chief Executive Officer	1745 ROUTE 9, STE D, CLIFTON PARK, NY, United States, 12065

Start date	End date	Type	Value
2024-12-02	2024-12-02	Address	1745 ROUTE 9, STE D, CLIFTON PARK, NY, 12065, USA (Type of address: Chief Executive Officer)
2024-07-31	2024-12-02	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2020-12-04	2024-12-02	Address	1745 ROUTE 9 SUITE D, CLIFTON PARK, NY, 12065, USA (Type of address: Service of Process)
2011-01-11	2024-12-02	Address	1745 ROUTE 9, STE D, CLIFTON PARK, NY, 12065, USA (Type of address: Chief Executive Officer)
2008-12-16	2020-12-04	Address	1745 ROUTE 9 SUITE D, CLIFTON PARK, NY, 12065, USA (Type of address: Service of Process)
2008-12-16	2024-07-31	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0

Filing Number	Date Filed	Type	Effective Date
241202001973	2024-12-02	BIENNIAL STATEMENT	2024-12-02
221205003192	2022-12-05	BIENNIAL STATEMENT	2022-12-01
201204060596	2020-12-04	BIENNIAL STATEMENT	2020-12-01
181203007324	2018-12-03	BIENNIAL STATEMENT	2018-12-01
161205006988	2016-12-05	BIENNIAL STATEMENT	2016-12-01
141209006240	2014-12-09	BIENNIAL STATEMENT	2014-12-01
121214002166	2012-12-14	BIENNIAL STATEMENT	2012-12-01
110111002943	2011-01-11	BIENNIAL STATEMENT	2010-12-01
081216000277	2008-12-16	CERTIFICATE OF INCORPORATION	2008-12-16

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

3720608202

2020-08-05

0248

PPP

1745 Route 9, CLIFTON PARK, NY, 12065

Loan Status Date	2021-04-07
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	21600
Loan Approval Amount (current)	21600
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	46038
Servicing Lender Name	Ballston Spa National Bank
Servicing Lender Address	990 State Rte 67, BALLSTON SPA, NY, 12020-3695
Rural or Urban Indicator	R
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	CLIFTON PARK, SARATOGA, NY, 12065-0001
Project Congressional District	NY-20
Number of Employees	3
NAICS code	523930
Borrower Race	White
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Subchapter S Corporation
Originating Lender ID	46038
Originating Lender Name	Ballston Spa National Bank
Originating Lender Address	BALLSTON SPA, NY
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	21719.4
Forgiveness Paid Date	2021-03-01

Date of last update: 27 Mar 2025