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SOURCE FINANCIAL ADVISORS, LLC

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Company Details

Name: SOURCE FINANCIAL ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 23 Jul 2012 (13 years ago)
Entity Number: 4273960
ZIP code: 12207
County: New York
Place of Formation: New York
Address: 80 STATE STREET, ALBANY, NY, United States, 12207

DOS Process Agent

Name Role Address
C/O CORPORATION SERVICE COMPANY DOS Process Agent 80 STATE STREET, ALBANY, NY, United States, 12207

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 80 STATE STREET, ALBANY, NY, 12207

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001830954
Phone:
2122730406

Latest Filings

Form type:
13F-HR
File number:
028-20977
Filing date:
2024-11-01
File:
Form type:
N-PX
File number:
028-20977
Filing date:
2024-08-16
File:
Form type:
13F-HR
File number:
028-20977
Filing date:
2024-07-17
File:
Form type:
13F-HR
File number:
028-20977
Filing date:
2024-05-01
File:
Form type:
13F-HR
File number:
028-20977
Filing date:
2024-01-11
File:

Form 5500 Series

Employer Identification Number (EIN):
460645140
Plan Year:
2018
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2016
Number Of Participants:
16
Sponsors Telephone Number:
Plan Year:
2015
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2014
Number Of Participants:
13
Sponsors Telephone Number:

History

Start date End date Type Value
2024-07-02 2025-03-26 Address 80 STATE STREET, ALBANY, NY, 12207, USA (Type of address: Service of Process)
2024-07-02 2025-03-26 Address 80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Registered Agent)
2016-07-06 2024-07-02 Address 80 STATE ST, ALBANY, NY, 12207, USA (Type of address: Service of Process)
2015-04-20 2016-07-06 Address 545 FIFTH AVENUE, SUITE 1100, NEW YORK, NY, 10017, USA (Type of address: Service of Process)
2015-03-16 2024-07-02 Address 80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Registered Agent)

Filings

Filing Number Date Filed Type Effective Date
250326002165 2025-03-26 CERTIFICATE OF AMENDMENT 2025-03-26
240702003184 2024-07-02 BIENNIAL STATEMENT 2024-07-02
220705000582 2022-07-05 BIENNIAL STATEMENT 2022-07-01
200727060204 2020-07-27 BIENNIAL STATEMENT 2020-07-01
180702007765 2018-07-02 BIENNIAL STATEMENT 2018-07-01

USAspending Awards / Financial Assistance

Date:
2020-04-09
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:
151417.00
Total Face Value Of Loan:
126800.00

Paycheck Protection Program

Date Approved:
2020-04-09
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
151417
Current Approval Amount:
126800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Female Owned
Veteran:
Unanswered
Forgiveness Amount:
127925.57

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State