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  5. NORTH SHORE WEALTH MANAGEMENT GROUP, LLC

NORTH SHORE WEALTH MANAGEMENT GROUP, LLC

Company Details

Name: NORTH SHORE WEALTH MANAGEMENT GROUP, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 24 Apr 2013 (12 years ago)
Entity Number: 4393449
ZIP code: 11758
County: Nassau
Place of Formation: New York
Address: 5000 MERRICK ROAD, MASSAPEQUA, NY, United States, 11758

DOS Process Agent

Name Role Address
EDWARD WELLS DOS Process Agent 5000 MERRICK ROAD, MASSAPEQUA, NY, United States, 11758

History

Start date End date Type Value
2013-04-24 2018-12-19 Address 509 NASSAU AVE., FREEPORT, NY, 11520, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210406060462 2021-04-06 BIENNIAL STATEMENT 2021-04-01
190404060276 2019-04-04 BIENNIAL STATEMENT 2019-04-01
181219006050 2018-12-19 BIENNIAL STATEMENT 2017-04-01
130716001262 2013-07-16 CERTIFICATE OF PUBLICATION 2013-07-16
130424000623 2013-04-24 ARTICLES OF ORGANIZATION 2013-04-24

USAspending Awards / Financial Assistance

Date:
2020-05-02
Link:
View on USAspending
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:
9727.00
Total Face Value Of Loan:
9727.00
Date:
2020-04-14
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
86199539
Mark:
NORTH SHORE WEALTH MANAGEMENT GROUP, LLC
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2014-02-20
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
NORTH SHORE WEALTH MANAGEMENT GROUP, LLC
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial planning and investment advisory services
First Use:
2013-06-01
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
9727
Current Approval Amount:
9727
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
9817.03

Related by officers

EDWARD WELLS

CAREER PATHWAY PARTNERS, INC EDWARD WELLS, INC. BREAD FOR HERBS LLC

Related by address

5000 MERRICK ROAD, MASSAPEQUA, NY, United States, 11758

WELLSEN WEALTH MANAGEMENT, LLC ZACHARY BUILDING CORP.

Date of last update: 26 Mar 2025

Sources: New York Secretary of State

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