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FINGERLAKES WEALTH MANAGEMENT, INC.

Company Details

Name: FINGERLAKES WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BENEFIT CORPORATION
Status: Active
Date of registration: 19 Feb 2009 (16 years ago)
Entity Number: 3776832
ZIP code: 14850
County: Tompkins
Place of Formation: New York
Address: 450 NORTH AURORA STREET, ITHACA, NY, United States, 14850
Principal Address: 450 N AURORA STREET, ITHACA, NY, United States, 14850

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
FINGERLAKES WEALTH MANAGEMENT, INC. DOS Process Agent 450 NORTH AURORA STREET, ITHACA, NY, United States, 14850

Agent

Name Role Address
SUSAN D. MCCORMICK Agent 450 N. aURORA ST., ITHACA, NY, 14850

Chief Executive Officer

Name Role Address
SUSAN MCCORMICK Chief Executive Officer 450 N AURORA STREET, ITHACA, NY, United States, 14850

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001910248
Phone:
(607) 257-1008

Latest Filings

Form type:
13F-HR
File number:
028-22268
Filing date:
2025-05-01
File:
Form type:
13F-HR
File number:
028-22268
Filing date:
2025-02-03
File:
Form type:
13F-HR
File number:
028-22268
Filing date:
2024-10-31
File:
Form type:
13F-HR
File number:
028-22268
Filing date:
2024-08-08
File:
Form type:
N-PX
File number:
028-22268
Filing date:
2024-07-09
File:

Form 5500 Series

Employer Identification Number (EIN):
264636876
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
3
Sponsors Telephone Number:

History

Start date End date Type Value
2025-02-10 2025-02-10 Address 450 N AURORA STREET, ITHACA, NY, 14850, USA (Type of address: Chief Executive Officer)
2023-09-07 2023-09-01 Address 450 NORTH AURORA STREET, ITHACA, NY, 14850, USA (Type of address: Service of Process)
2023-09-07 2023-09-01 Address 450 N. aURORA ST., ITHACA, NY, 14850, USA (Type of address: Registered Agent)
2023-09-07 2023-09-01 Address 450 N AURORA STREET, ITHACA, NY, 14850, USA (Type of address: Chief Executive Officer)
2023-09-01 2025-02-10 Address 450 N AURORA STREET, ITHACA, NY, 14850, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
250210000337 2025-02-10 BIENNIAL STATEMENT 2025-02-10
230901000886 2023-06-28 CERTIFICATE OF CHANGE BY ENTITY 2023-06-28
230907001447 2023-04-11 ANNUAL REPORT 2023-04-11
230103004005 2022-03-18 ANNUAL REPORT 2022-03-18
220906001030 2022-01-31 CERTIFICATE OF AMENDMENT 2022-01-31

Date of last update: 27 Mar 2025

Sources: New York Secretary of State