| Name: | RIVERSTONE WEALTH MANAGEMENT, INC. |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC BUSINESS CORPORATION |
| Status: | Active |
| Date of registration: | 26 Mar 2012 (13 years ago) |
| Entity Number: | 4221809 |
| ZIP code: | 12572 |
| County: | Dutchess |
| Place of Formation: | New York |
| Address: | 108 MONTGOMERY ST, RHINEBECK, NY, United States, 12572 |
Shares Details
Shares issued 200
Share Par Value 0
Type NO PAR VALUE
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RIVERSTONE PRIVATE WEALTH ADVISORS 401(K) | 2023 | 455269632 | 2024-07-08 | RIVERSTONE WEALTH MANAGEMENT INC | 4 | |||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-08 |
| Name of individual signing | TRACY KINDALL |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8455164440 |
| Plan sponsor’s address | 108 MONTGOMERY ST, RHINEBECK, NY, 12572 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-16 |
| Name of individual signing | TRACY KINDALL |
| Name | Role | Address |
|---|---|---|
| MICHELLE MARTIN | Chief Executive Officer | 108 MONTGOMERY ST, RHINEBECK, NY, United States, 12572 |
| Name | Role | Address |
|---|---|---|
| RIVERSTONE WEALTH MANAGEMENT, INC. | DOS Process Agent | 108 MONTGOMERY ST, RHINEBECK, NY, United States, 12572 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2017-02-07 | 2019-05-29 | Address | 7 LIVINGSTON STREET, RHINEBECK, NY, 12572, USA (Type of address: Chief Executive Officer) |
| 2017-02-07 | 2019-05-29 | Address | 7 LIVINGSTON STREET, RHINEBECK, NY, 12572, USA (Type of address: Principal Executive Office) |
| 2012-03-26 | 2019-05-29 | Address | 7 LIVINGSTON STREET, RHINEBECK, NY, 12572, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 190529060169 | 2019-05-29 | BIENNIAL STATEMENT | 2018-03-01 |
| 170207006541 | 2017-02-07 | BIENNIAL STATEMENT | 2016-03-01 |
| 120326000400 | 2012-03-26 | CERTIFICATE OF INCORPORATION | 2012-03-26 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4206167207 | 2020-04-27 | 0202 | PPP | 108 Montgomery St, Rhinebeck, NY, 12572 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 5129978602 | 2021-03-20 | 0202 | PPS | 108 Montgomery St, Rhinebeck, NY, 12572-1106 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 26 Mar 2025
Sources: New York Secretary of State
