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NOTE ADVISORS, LLC

Company Details

Name: NOTE ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 03 Apr 2014 (11 years ago)
Entity Number: 4555983
ZIP code: 14202
County: Erie
Place of Formation: New York
Address: 50 LAKEFRONT BLVD,, SUITE 215, BUFFALO, NY, United States, 14202

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 50 LAKEFRONT BLVD,, SUITE 215, BUFFALO, NY, United States, 14202

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:
0002056243
Phone:
716-256-1682

Latest Filings

Form type:
13F-HR
File number:
028-25351
Filing date:
2025-02-18
File:

Form 5500 Series

Employer Identification Number (EIN):
465416446
Plan Year:
2023
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
6
Sponsors Telephone Number:

History

Start date End date Type Value
2014-04-03 2020-10-14 Address 38 LAKE STREET, HAMBURG, NY, 14075, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
201015060394 2020-10-15 BIENNIAL STATEMENT 2020-04-01
201014000396 2020-10-14 CERTIFICATE OF AMENDMENT 2020-10-14
140613000071 2014-06-13 CERTIFICATE OF PUBLICATION 2014-06-13
140403000471 2014-04-03 ARTICLES OF ORGANIZATION 2014-04-03

Trademarks Section

Serial Number:
98735010
Mark:
WEALTH WITHOUT WELL-BEING IS POVERTY
Status:
NEW APPLICATION - ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2024-09-05
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WEALTH WITHOUT WELL-BEING IS POVERTY

Goods And Services

For:
Financial planning and investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management
First Use:
2023-03-31
International Classes:
036 - Primary Class
Class Status:
Active

Date of last update: 25 Mar 2025

Sources: New York Secretary of State