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ROCKLINE WEALTH MANAGEMENT LLC

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Company Details

Name: ROCKLINE WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 14 Mar 2018 (7 years ago)
Entity Number: 5303680
ZIP code: 10022
County: Suffolk
Place of Formation: New York
Address: 900 third avenue 18th fl, NEW YORK, NY, United States, 10022

DOS Process Agent

Name Role Address
c/o arkin solbakken llp DOS Process Agent 900 third avenue 18th fl, NEW YORK, NY, United States, 10022

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0002005098
Phone:
516-605-1624

Latest Filings

Form type:
13F-HR
File number:
028-23503
Filing date:
2025-04-22
File:
Form type:
13F-HR
File number:
028-23503
Filing date:
2025-01-27
File:
Form type:
13F-HR
File number:
028-23503
Filing date:
2024-10-17
File:
Form type:
N-PX
File number:
028-23503
Filing date:
2024-08-01
File:
Form type:
13F-HR
File number:
028-23503
Filing date:
2024-08-01
File:

Form 5500 Series

Employer Identification Number (EIN):
824803753
Plan Year:
2023
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
5
Sponsors Telephone Number:

History

Start date End date Type Value
2024-03-01 2025-02-07 Address C/O ARKIN SOLBAKKEN LLP, 750 LEXINGTON AVENUE, 25TH FL., NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2018-03-14 2024-03-01 Address C/O ARKIN SOLBAKKEN LLP, 750 LEXINGTON AVENUE, 25TH FL., NEW YORK, NY, 10022, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250207003111 2025-01-30 CERTIFICATE OF CHANGE BY ENTITY 2025-01-30
240301052413 2024-03-01 BIENNIAL STATEMENT 2024-03-01
220401002294 2022-04-01 BIENNIAL STATEMENT 2022-03-01
200306060616 2020-03-06 BIENNIAL STATEMENT 2020-03-01
181017000561 2018-10-17 CERTIFICATE OF PUBLICATION 2018-10-17

USAspending Awards / Financial Assistance

Date:
2021-08-26
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:
175000.00
Total Face Value Of Loan:
175000.00
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:
88897.00
Total Face Value Of Loan:
88897.00

Trademarks Section

Serial Number:
88061856
Mark:
ROCKLINE WEALTH MANAGEMENT
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-08-01
Mark Drawing Type:
Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Mark Literal Elements:
ROCKLINE WEALTH MANAGEMENT

Goods And Services

For:
Financial services, namely, wealth management services; Financial management
First Use:
2018-04-20
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88057992
Mark:
ROCKLINE WEALTH MANAGEMENT
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-07-30
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
ROCKLINE WEALTH MANAGEMENT

Goods And Services

For:
Financial services, namely, wealth management services; Financial management
First Use:
2018-04-20
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:
88897
Current Approval Amount:
88897
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
89683.49

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Date of last update: 24 Mar 2025

Sources: New York Secretary of State