Search icon

FORTERIS WEALTH MANAGEMENT INC.

Company claim

Is this your business?

Get access!

Company Details

Name: FORTERIS WEALTH MANAGEMENT INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 25 May 2012 (13 years ago)
Entity Number: 4250389
ZIP code: 10504
County: Westchester
Place of Formation: Delaware
Address: 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, United States, 10504

Chief Executive Officer

Name Role Address
JAY FURST Chief Executive Officer 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, United States, 10504

DOS Process Agent

Name Role Address
FORTERIS WEALTH MANAGEMENT INC. DOS Process Agent 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, United States, 10504

Form 5500 Series

Employer Identification Number (EIN):
133723913
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
3
Sponsors Telephone Number:

History

Start date End date Type Value
2014-05-23 2018-06-01 Address 3020 WESTCHESTER AVE, PURCHASE, NY, 10577, USA (Type of address: Chief Executive Officer)
2014-05-23 2018-06-01 Address 3020 WESTCHESTER AVE, PURCHASE, NY, 10577, USA (Type of address: Principal Executive Office)
2012-05-25 2018-06-01 Address 3020 WESTCHESTER AVENUE, PURCHASE, NY, 10577, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
200507061022 2020-05-07 BIENNIAL STATEMENT 2020-05-01
180601006856 2018-06-01 BIENNIAL STATEMENT 2018-05-01
160512007018 2016-05-12 BIENNIAL STATEMENT 2016-05-01
140523006173 2014-05-23 BIENNIAL STATEMENT 2014-05-01
120525000333 2012-05-25 APPLICATION OF AUTHORITY 2012-05-25

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 26 Mar 2025

Sources: New York Secretary of State