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SOUND WEALTH FINANCIAL GROUP, LLC

Company Details

Name: SOUND WEALTH FINANCIAL GROUP, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 04 May 2010 (15 years ago)
Entity Number: 3945263
ZIP code: 11797
County: Suffolk
Place of Formation: New York
Address: 250 CROSSWAYS PARK DRIVE, WOODBURY, NY, United States, 11797

DOS Process Agent

Name Role Address
SOUND WEALTH FINANCIAL GROUP, LLC DOS Process Agent 250 CROSSWAYS PARK DRIVE, WOODBURY, NY, United States, 11797

History

Start date End date Type Value
2010-05-04 2012-05-11 Address 150 MOTOR PARKWAY, SUITE 200, HAUPPAUGE, NY, 11788, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
200505060234 2020-05-05 BIENNIAL STATEMENT 2020-05-01
180503006999 2018-05-03 BIENNIAL STATEMENT 2018-05-01
160517006218 2016-05-17 BIENNIAL STATEMENT 2016-05-01
120511006126 2012-05-11 BIENNIAL STATEMENT 2012-05-01
100702000809 2010-07-02 CERTIFICATE OF PUBLICATION 2010-07-02
100504000428 2010-05-04 ARTICLES OF ORGANIZATION 2010-05-04

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7565118510 2021-03-06 0235 PPP 250 Crossways Park Dr, Woodbury, NY, 11797-2015
Loan Status Date 2021-11-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20832
Loan Approval Amount (current) 20832
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 Woodbury, NASSAU, NY, 11797-2015
Project Congressional District NY-03
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20951.09
Forgiveness Paid Date 2021-10-06

Date of last update: 27 Mar 2025

Sources: New York Secretary of State