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ROBERT J. ELLIS FINANCIAL ADVISORS, LLC

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Company Details

Name: ROBERT J. ELLIS FINANCIAL ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 21 Nov 2011 (14 years ago)
Entity Number: 4167883
ZIP code: 14127
County: Erie
Place of Formation: New York
Address: 3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, United States, 14127

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, United States, 14127

Form 5500 Series

Employer Identification Number (EIN):
161438621
Plan Year:
2023
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
4
Sponsors Telephone Number:

History

Start date End date Type Value
2011-11-21 2023-11-16 Address 3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, 14127, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
231116003107 2023-11-16 BIENNIAL STATEMENT 2023-11-01
211118000212 2021-11-18 BIENNIAL STATEMENT 2021-11-18
191204060014 2019-12-04 BIENNIAL STATEMENT 2019-11-01
171115006189 2017-11-15 BIENNIAL STATEMENT 2017-11-01
151110006150 2015-11-10 BIENNIAL STATEMENT 2015-11-01

USAspending Awards / Financial Assistance

Date:
2020-04-15
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:
85600.00
Total Face Value Of Loan:
85600.00

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
85600
Current Approval Amount:
85600
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
86287.15

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State