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  5. ATLAS PRIVATE WEALTH MANAGEMENT, LLC

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

Company Details

Name: ATLAS PRIVATE WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 09 Jan 2014 (11 years ago)
Entity Number: 4510757
ZIP code: 10005
County: New York
Place of Formation: Delaware
Address: 28 LIBERTY ST., NEW YORK, NY, United States, 10005

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ATLAS PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 260806050 2024-02-29 ATLAS PRIVATE WEALTH MANAGEMENT, LLC 42
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-07-01
Business code 523900
Sponsor’s telephone number 5184825777
Plan sponsor’s address 3 ATRIUM DRIVE, SUITE 265, ALBANY, NY, 12205
ATLAS PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 260806050 2023-04-05 ATLAS PRIVATE WEALTH MANAGEMENT, LLC 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-07-01
Business code 523900
Sponsor’s telephone number 5184825777
Plan sponsor’s address 3 ATRIUM DRIVE, SUITE 265, ALBANY, NY, 12205

Signature of
Role Plan administrator
Date 2023-04-05
Name of individual signing GREGORY BRITTON
Role Employer/plan sponsor
Date 2023-04-05
Name of individual signing GREGORY BRITTON
ATLAS PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 260806050 2022-09-07 ATLAS PRIVATE WEALTH MANAGEMENT, LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-07-01
Business code 523900
Sponsor’s telephone number 5184825777
Plan sponsor’s address 3 ATRIUM DRIVE, SUITE 265, ALBANY, NY, 12205

Signature of
Role Plan administrator
Date 2022-09-07
Name of individual signing GREGORY BRITTON
ATLAS PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 260806050 2021-08-13 ATLAS PRIVATE WEALTH MANAGEMENT, LLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-07-01
Business code 523900
Sponsor’s telephone number 5184825777
Plan sponsor’s address 3 ATRIUM DRIVE, SUITE 265, ALBANY, NY, 12205

Signature of
Role Plan administrator
Date 2021-08-13
Name of individual signing GREGORY BRITTON
ATLAS PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 260806050 2020-09-22 ATLAS PRIVATE WEALTH MANAGEMENT, LLC 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-07-01
Business code 523900
Sponsor’s telephone number 5184825777
Plan sponsor’s address 3 ATRIUM DRIVE, SUITE 265, ALBANY, NY, 12205

Signature of
Role Plan administrator
Date 2020-09-22
Name of individual signing GREGORY R BRITTON
Role Employer/plan sponsor
Date 2020-09-22
Name of individual signing GREGORY R BRITTON
ATLAS PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2018 260806050 2019-07-09 ATLAS PRIVATE WEALTH MANAGEMENT, LLC 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-07-01
Business code 523900
Sponsor’s telephone number 5184825777
Plan sponsor’s address 3 ATRIUM SRIVE, SUITE 265, ALBANY, NY, 12205

Signature of
Role Plan administrator
Date 2019-07-09
Name of individual signing GREGORY R BRITTON
Role Employer/plan sponsor
Date 2019-07-09
Name of individual signing GREGORY R BRITTON

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY ST., NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
C T CORPORATION SYSTEM DOS Process Agent 28 LIBERTY ST., NEW YORK, NY, United States, 10005

History

Start date End date Type Value
2019-01-28 2024-01-02 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2019-01-28 2024-01-02 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2014-01-09 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Registered Agent)
2014-01-09 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240102001516 2024-01-02 BIENNIAL STATEMENT 2024-01-02
220104000696 2022-01-04 BIENNIAL STATEMENT 2022-01-04
200513060051 2020-05-13 BIENNIAL STATEMENT 2020-01-01
SR-66173 2019-01-28 CERTIFICATE OF CHANGE 2019-01-28
SR-66174 2019-01-28 CERTIFICATE OF CHANGE 2019-01-28
180124006076 2018-01-24 BIENNIAL STATEMENT 2018-01-01
160107006438 2016-01-07 BIENNIAL STATEMENT 2016-01-01
140403000806 2014-04-03 CERTIFICATE OF PUBLICATION 2014-04-03
140109000231 2014-01-09 APPLICATION OF AUTHORITY 2014-01-09

Related by officers

C T CORPORATION SYSTEM

BOFA MERRILL LYNCH ASSET HOLDINGS, INC. " 21" BRANDS, INC. "ADP TOTALSOURCE SERVICES, INC." ARLON GROUP LLC "LA COMUNIDAD" CORPORATION "TREND LABORATORIES, INC." PRET 485 LEXINGTON, INC. (800) 777-CLUB. ++INTEGRATED TACTICS, LLC

Related by address

28 LIBERTY ST., NEW YORK, NY, United States, 10005

BOFA MERRILL LYNCH ASSET HOLDINGS, INC. " 21" BRANDS, INC. "DISTRICT ENERGY MIDWEST SUB LLC" "TREND LABORATORIES, INC." $MART CLUB, LLC 'SUP MAGAZINE INC. (212) VENTURES, LLC (800) 777-CLUB. (DIS)ABLED VISIONARIES, INC. ++INTEGRATED TACTICS, LLC

Date of last update: 01 Feb 2025

Sources: New York Secretary of State

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