| Name: | FUNDAMENTAL WEALTH MANAGEMENT, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 11 Dec 2014 (10 years ago) |
| Entity Number: | 4679070 |
| ZIP code: | 14048 |
| County: | Chautauqua |
| Place of Formation: | New York |
| Address: | 4867WEST LAKE RD STE 3, DUNKIRK, NY, United States, 14048 |
| Name | Role | Address |
|---|---|---|
| FUNDAMENTAL WEALTH MANAGEMENT LLC | DOS Process Agent | 4867WEST LAKE RD STE 3, DUNKIRK, NY, United States, 14048 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2014-12-11 | 2020-10-27 | Address | 151 N PORTAGE ST., WESTFIELD, NY, 14787, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 221020002497 | 2022-10-20 | BIENNIAL STATEMENT | 2020-12-01 |
| 201027060131 | 2020-10-27 | BIENNIAL STATEMENT | 2018-12-01 |
| 150211000527 | 2015-02-11 | CERTIFICATE OF PUBLICATION | 2015-02-11 |
| 141211000832 | 2014-12-11 | ARTICLES OF ORGANIZATION | 2014-12-11 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1727127306 | 2020-04-28 | 0296 | PPP | 4867 West Lake Rd, Suite 1, Dunkirk, NY, 14048 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 08 Mar 2025
Sources: New York Secretary of State
