TOTAL ALIGNMENT WEALTH ADVISORS, LLC

Company Details

Name:	TOTAL ALIGNMENT WEALTH ADVISORS, LLC
Jurisdiction:	New York
Legal type:	DOMESTIC LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	04 Jan 2013 (12 years ago)
Entity Number:	4341434
ZIP code:	10001
County:	New York
Place of Formation:	New York
Address:	5 PENN PLAZA FLOOR 19, NEW YORK, NY, United States, 10001

Name	Role	Address
TOTAL ALIGNMENT WEALTH ADVISORS, LLC	DOS Process Agent	5 PENN PLAZA FLOOR 19, NEW YORK, NY, United States, 10001

Start date	End date	Type	Value
2023-06-23	2025-01-10	Address	5 PENN PLAZA FLOOR 19, NEW YORK, NY, 10001, USA (Type of address: Service of Process)
2014-12-03	2023-06-23	Address	5 PENN PLAZA FLOOR 19, NEW YORK, NY, 10001, USA (Type of address: Service of Process)
2013-01-04	2014-12-03	Address	80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Service of Process)

Filing Number	Date Filed	Type	Effective Date
250110002033	2025-01-10	BIENNIAL STATEMENT	2025-01-10
230623004773	2023-06-23	BIENNIAL STATEMENT	2023-01-01
210129060074	2021-01-29	BIENNIAL STATEMENT	2021-01-01
190117060149	2019-01-17	BIENNIAL STATEMENT	2019-01-01
170109006283	2017-01-09	BIENNIAL STATEMENT	2017-01-01
150113006237	2015-01-13	BIENNIAL STATEMENT	2015-01-01
141203000008	2014-12-03	CERTIFICATE OF CHANGE	2014-12-03
130328000201	2013-03-28	CERTIFICATE OF PUBLICATION	2013-03-28
130104000739	2013-01-04	ARTICLES OF ORGANIZATION	2013-01-04

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

2752867105

2020-04-11

0202

PPP

5 Penn Plz Pl 19 0.0, New York, NY, 10001-1738

Loan Status Date	2021-04-21
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	81615
Loan Approval Amount (current)	81615
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	New York, NEW YORK, NY, 10001-1738
Project Congressional District	NY-12
Number of Employees	5
NAICS code	523930
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	194093
Originating Lender Name	JPMorgan Chase Bank, National Association
Originating Lender Address	CHICAGO, IL
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	82365.95
Forgiveness Paid Date	2021-03-18

Date of last update: 26 Mar 2025