| 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
| Name | Role | Address |
|---|---|---|
| MICHAEL A. LIS | DOS Process Agent | 2350 North Forest Rd Ste 18A, Getzville, NY, United States, 14068 |
| Name | Role | Address |
|---|---|---|
| MICHAEL A LIS | Chief Executive Officer | 1403 HARTLAND ROAD, BARKER, NY, United States, 14012 |
| 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 |
| 2016-07-13 | 2023-05-11 | Address | 1403 HARTLAND ROAD, BARKER, NY, 14012, USA (Type of address: Service of Process) |
| 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 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3409367105 | 2020-04-11 | 0296 | PPP | 2350 North Forest Road, GETZVILLE, NY, 14068-1258 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Date of last update: 24 Mar 2025
Sources: New York Secretary of State
