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AUBREE WEALTH MANAGEMENT, LTD.

Company Details

Name: AUBREE WEALTH MANAGEMENT, LTD.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 14 Apr 2011 (14 years ago)
Entity Number: 4081733
ZIP code: 11787
County: Suffolk
Place of Formation: New York
Address: 227 E MAIN ST, SMITHTOWN, NY, United States, 11787

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
AUBREE WEALTH MANAGEMENT, LTD. DOS Process Agent 227 E MAIN ST, SMITHTOWN, NY, United States, 11787

Chief Executive Officer

Name Role Address
JIMMY KUHN Chief Executive Officer 227 E MAIN ST, SMITHTOWN, NY, United States, 11787

History

Start date End date Type Value
2013-04-04 2017-05-03 Address 52 N COUNTRY RD, SMITHTOWN, NY, 11787, USA (Type of address: Chief Executive Officer)
2013-04-04 2017-05-03 Address 52 N COUNTRY RD, SMITHTOWN, NY, USA (Type of address: Principal Executive Office)
2011-04-14 2017-05-03 Address 52 NORTH COUNTRY RD., SMITHTOWN, NY, 11787, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
190422060411 2019-04-22 BIENNIAL STATEMENT 2019-04-01
170503007428 2017-05-03 BIENNIAL STATEMENT 2017-04-01
130404006617 2013-04-04 BIENNIAL STATEMENT 2013-04-01
110414000777 2011-04-14 CERTIFICATE OF INCORPORATION 2011-04-14

USAspending Awards / Financial Assistance

Date:
2020-06-11
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:
2020-05-02
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:
15500.00
Total Face Value Of Loan:
15500.00
Date:
2020-04-30
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
2000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
15500
Current Approval Amount:
15500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
15637.98

Date of last update: 27 Mar 2025

Sources: New York Secretary of State