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EVOLUTION FINANCIAL ADVISORS, INC.

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Company Details

Name: EVOLUTION FINANCIAL ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 13 Jul 2016 (9 years ago)
Entity Number: 4976969
ZIP code: 14564
County: Monroe
Place of Formation: New York
Address: 580 FISHERS STATION DRIVE, SUITE B, VICTOR, NY, United States, 14564

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
VICTORIA BACH Chief Executive Officer 580 FISHERS STATION DRIVE, SUITE B, VICTOR, NY, United States, 14564

DOS Process Agent

Name Role Address
EVOLUTION FINANCIAL ADVISORS, INC. DOS Process Agent 580 FISHERS STATION DRIVE, SUITE B, VICTOR, NY, United States, 14564

Form 5500 Series

Employer Identification Number (EIN):
813278765
Plan Year:
2023
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
10
Sponsors Telephone Number:

History

Start date End date Type Value
2024-07-02 2024-07-02 Address 580 FISHERS STATION DRIVE, SUITE B, VICTOR, NY, 14564, USA (Type of address: Chief Executive Officer)
2018-07-02 2024-07-02 Address 580 FISHERS STATION DRIVE, SUITE B, VICTOR, NY, 14564, USA (Type of address: Chief Executive Officer)
2018-02-15 2024-07-02 Address 580 FISHERS STATION DRIVE, SUITE B, VICTOR, NY, 14564, USA (Type of address: Service of Process)
2016-07-13 2024-07-02 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2016-07-13 2018-02-15 Address 255 WOODCLIFF DRIVE, FAIRPORT, NY, 14450, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240702001730 2024-07-02 BIENNIAL STATEMENT 2024-07-02
220701001513 2022-07-01 BIENNIAL STATEMENT 2022-07-01
200702060267 2020-07-02 BIENNIAL STATEMENT 2020-07-01
180702007191 2018-07-02 BIENNIAL STATEMENT 2018-07-01
180215000263 2018-02-15 CERTIFICATE OF CHANGE 2018-02-15

USAspending Awards / Financial Assistance

Date:
2020-05-02
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:
83675.00
Total Face Value Of Loan:
83675.00

Trademarks Section

Serial Number:
98111006
Mark:
EVOLUTION FINANCIAL ADVISORS
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-08-01
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
EVOLUTION FINANCIAL ADVISORS

Goods And Services

For:
usiness support services to independent financial professionals, namely, business counseling being business consulting services; Back-office support, namely, office administrative services and providing office functions; Business efficiency expert services and business networking with similar busine...
First Use:
2016-12-31
International Classes:
035 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
83675
Current Approval Amount:
83675
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
84399.35

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Date of last update: 24 Mar 2025

Sources: New York Secretary of State