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

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

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

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)

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

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

1570547707

2020-05-01

0235

PPP

227 E MAIN ST FL 1, SMITHTOWN, NY, 11787

Loan Status Date	2021-04-23
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	15500
Loan Approval Amount (current)	15500
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	SMITHTOWN, SUFFOLK, NY, 11787-0001
Project Congressional District	NY-01
Number of Employees	2
NAICS code	561110
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	194093
Originating Lender Name	JPMorgan Chase Bank, National Association
Originating Lender Address	CHICAGO, IL
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	15637.98
Forgiveness Paid Date	2021-03-25

Date of last update: 27 Mar 2025