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LIBERTY WEALTH MANAGEMENT LLC

Company Details

Name: LIBERTY WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 21 Nov 2013 (11 years ago)
Entity Number: 4490989
ZIP code: 13204
County: Onondaga
Place of Formation: New York
Address: 507 PLUM STRET, SUITE 300, SYRACUSE, NY, United States, 13204

DOS Process Agent

Name Role Address
C/O SCOLARO FETTER GRIZANTI MCGOUGH & KING, P.C. DOS Process Agent 507 PLUM STRET, SUITE 300, SYRACUSE, NY, United States, 13204

Filings

Filing Number Date Filed Type Effective Date
140530000735 2014-05-30 CERTIFICATE OF PUBLICATION 2014-05-30
131121010184 2013-11-21 ARTICLES OF ORGANIZATION 2013-11-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1049077304 2020-04-28 0248 PPP 906 SPENCER ST, SYRACUSE, NY, 13204-1168
Loan Status Date 2021-02-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 8650
Loan Approval Amount (current) 8650
Undisbursed Amount 0
Franchise Name -
Lender Location ID 50256
Servicing Lender Name Solvay Bank
Servicing Lender Address 1537, Milton Ave, Solvay, NY, 13209-1621
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address SYRACUSE, ONONDAGA, NY, 13204-1168
Project Congressional District NY-22
Number of Employees 1
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 50256
Originating Lender Name Solvay Bank
Originating Lender Address Solvay, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 8708.63
Forgiveness Paid Date 2021-01-07

Date of last update: 26 Mar 2025

Sources: New York Secretary of State