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BEYOND WEALTH MANAGEMENT, INC.

Company Details

Name: BEYOND WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 13 Jul 2016 (9 years ago)
Entity Number: 4977211
ZIP code: 14068
County: Niagara
Place of Formation: New York
Address: 2350 North Forest Rd Ste 18A, Getzville, NY, United States, 14068
Principal Address: 1403 Hartland Road, Barker, NY, United States, 14012

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
MICHAEL A. LIS DOS Process Agent 2350 North Forest Rd Ste 18A, Getzville, NY, United States, 14068

Chief Executive Officer

Name Role Address
MICHAEL A LIS Chief Executive Officer 1403 HARTLAND ROAD, BARKER, NY, United States, 14012

History

Start date End date Type Value
2024-07-01 2024-07-01 Address 1403 HARTLAND ROAD, BARKER, NY, 14012, USA (Type of address: Chief Executive Officer)
2023-05-11 2024-07-01 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2023-05-11 2024-07-01 Address 1403 HARTLAND ROAD, BARKER, NY, 14012, USA (Type of address: Chief Executive Officer)
2023-05-11 2024-07-01 Address 2350 North Forest Rd Ste 18A, Getzville, NY, 14068, USA (Type of address: Service of Process)
2016-07-13 2023-05-11 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0

Filings

Filing Number Date Filed Type Effective Date
240701036831 2024-07-01 BIENNIAL STATEMENT 2024-07-01
230511001875 2023-05-11 BIENNIAL STATEMENT 2022-07-01
160713010452 2016-07-13 CERTIFICATE OF INCORPORATION 2016-07-13

USAspending Awards / Financial Assistance

Date:
2020-07-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
63400.00
Total Face Value Of Loan:
63400.00
Date:
2020-05-01
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-11
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:
4854.00
Total Face Value Of Loan:
4854.00

Paycheck Protection Program

Date Approved:
2020-04-11
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
4854
Current Approval Amount:
4854
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
4906.8

Date of last update: 24 Mar 2025

Sources: New York Secretary of State