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YORKBRIDGE WEALTH PARTNERS, LLC

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Company Details

Name: YORKBRIDGE WEALTH PARTNERS, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 23 Jun 2016 (9 years ago)
Entity Number: 4967746
ZIP code: 10004
County: Suffolk
Place of Formation: Delaware
Address: 80 BROAD STREET, SUITE 1701, NEW YORK, NY, United States, 10004

DOS Process Agent

Name Role Address
YORKBRIDGE WEALTH PARTNERS, LLC DOS Process Agent 80 BROAD STREET, SUITE 1701, NEW YORK, NY, United States, 10004

Form 5500 Series

Employer Identification Number (EIN):
812859118
Plan Year:
2023
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
0
Sponsors Telephone Number:

History

Start date End date Type Value
2016-06-23 2019-04-24 Address 2804 GATEWAY OAKS DR. #200, SACRAMENTO, CA, 95833, 3509, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
221205002037 2022-12-05 BIENNIAL STATEMENT 2022-06-01
190424000012 2019-04-24 CERTIFICATE OF RESIGNATION OF RECEIPT OF PROCESS 2019-04-24
161130000441 2016-11-30 CERTIFICATE OF PUBLICATION 2016-11-30
160623000401 2016-06-23 APPLICATION OF AUTHORITY 2016-06-23

USAspending Awards / Financial Assistance

Date:
2020-04-07
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
174600.00
Total Face Value Of Loan:
174600.00
Date:
2016-07-06
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
1350000.00
Total Face Value Of Loan:
1350000.00

Trademarks Section

Serial Number:
87177156
Mark:
YORKBRIDGE WEALTH PARTNERS
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2016-09-20
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
YORKBRIDGE WEALTH PARTNERS

Goods And Services

For:
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management servi...
First Use:
2016-06-24
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Paycheck Protection Program

Date Approved:
2020-04-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
174600
Current Approval Amount:
174600
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Female Owned
Veteran:
Non-Veteran
Forgiveness Amount:
175982.45

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Date of last update: 24 Mar 2025

Sources: New York Secretary of State