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LUCAS STUART WEALTH STRATEGIES GROUP, INC.

Company Details

Name: LUCAS STUART WEALTH STRATEGIES GROUP, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 14 Apr 2016 (9 years ago)
Entity Number: 4930497
ZIP code: 14625
County: Monroe
Place of Formation: New York
Address: 500 LINDEN OAKS, STE 301, ROCHESTER, NY, United States, 14625

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
LUCAS STUART WEALTH STRATEGIES GROUP, INC. DOS Process Agent 500 LINDEN OAKS, STE 301, ROCHESTER, NY, United States, 14625

Filings

Filing Number Date Filed Type Effective Date
160414010256 2016-04-14 CERTIFICATE OF INCORPORATION 2016-04-14

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7666107107 2020-04-14 0219 PPP 500 Linden Oaks Suite 301, Rochester, NY, 14625
Loan Status Date 2021-05-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 9760
Loan Approval Amount (current) 9760
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Rochester, MONROE, NY, 14625-0081
Project Congressional District NY-25
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 9852.52
Forgiveness Paid Date 2021-04-01

Date of last update: 25 Mar 2025

Sources: New York Secretary of State