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  5. EXCELSIOR WEALTH PARTNERS, LLC

EXCELSIOR WEALTH PARTNERS, LLC

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Company Details

Name: EXCELSIOR WEALTH PARTNERS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 07 Dec 2017 (8 years ago)
Entity Number: 5246849
ZIP code: 13104
County: Onondaga
Place of Formation: New York
Address: 8421 HOBNAIL ROAD, MANLIUS, NY, United States, 13104

DOS Process Agent

Name Role Address
C/O MATTHEW DAUKSZA DOS Process Agent 8421 HOBNAIL ROAD, MANLIUS, NY, United States, 13104

Filings

Filing Number Date Filed Type Effective Date
180409000559 2018-04-09 CERTIFICATE OF PUBLICATION 2018-04-09
171207000515 2017-12-07 ARTICLES OF ORGANIZATION 2017-12-07

USAspending Awards / Financial Assistance

Date:
2020-05-02
Link:
View on USAspending
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:
26750.00
Total Face Value Of Loan:
26750.00
Date:
2020-04-20
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
2000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
87742261
Mark:
X EXCELSIOR WEALTH PARTNERS
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2018-01-03
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
X EXCELSIOR WEALTH PARTNERS
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Investment advice in the fields of financial planning, investment management, and retirement
International Classes:
036 - 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:
26750
Current Approval Amount:
26750
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
26981.57

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Date of last update: 24 Mar 2025

Sources: New York Secretary of State

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