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  5. ROCKLINE WEALTH MANAGEMENT LLC

ROCKLINE WEALTH MANAGEMENT LLC

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

Central Index Key

CIK number Mailing Address Business Address Phone
2005098 255 EXECUTIVE DRIVE, SUITE 409, PLAINVIEW, NY, 11803 255 EXECUTIVE DRIVE, SUITE 409, PLAINVIEW, NY, 11803 516-605-1624

Filings since 2024-10-17
Form type 13F-HR
File number 028-23503
Filing date 2024-10-17
Reporting date 2024-09-30
File View File

Filings since 2024-08-01
Form type N-PX
File number 028-23503
Filing date 2024-08-01
Reporting date 2024-06-30
File View File

Filings since 2024-08-01
Form type 13F-HR
File number 028-23503
Filing date 2024-08-01
Reporting date 2024-06-30
File View File

Filings since 2024-05-01
Form type 13F-HR
File number 028-23503
Filing date 2024-05-01
Reporting date 2024-03-31
File View File

Filings since 2024-01-12
Form type 13F-HR
File number 028-23503
Filing date 2024-01-12
Reporting date 2023-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 824803753 2024-04-12 ROCKLINE WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523110
Sponsor’s telephone number 5166051613
Plan sponsor’s address 255 EXECUTIVE DRIVE, SUITE 409, PLAINVIEW, NY, 11803

Signature of
Role Plan administrator
Date 2024-04-12
Name of individual signing GABRIEL GALLANTE
Role Employer/plan sponsor
Date 2024-04-12
Name of individual signing GABRIEL GALLANTE
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 824803753 2023-04-10 ROCKLINE WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523110
Sponsor’s telephone number 5166051613
Plan sponsor’s address 255 EXECUTIVE DRIVE, SUITE 409, PLAINVIEW, NY, 11803

Signature of
Role Plan administrator
Date 2023-04-10
Name of individual signing GABRIEL GALLANTE
Role Employer/plan sponsor
Date 2023-04-10
Name of individual signing GABRIEL GALLANTE
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 824803753 2022-03-24 ROCKLINE WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523110
Sponsor’s telephone number 5166051613
Plan sponsor’s address 255 EXECUTIVE DRIVE, SUITE 409, PLAINVIEW, NY, 11803

Signature of
Role Plan administrator
Date 2022-03-24
Name of individual signing GABRIEL GALLANTE
Role Employer/plan sponsor
Date 2022-03-24
Name of individual signing GABRIEL GALLANTE
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 824803753 2021-03-22 ROCKLINE WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523110
Sponsor’s telephone number 5166051613
Plan sponsor’s address 255 EXECUTIVE DRIVE, SUITE 409, PLAINVIEW, NY, 11803

Signature of
Role Plan administrator
Date 2021-03-22
Name of individual signing GABRIEL GALLANTE
Role Employer/plan sponsor
Date 2021-03-22
Name of individual signing GABRIEL GALLANTE
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 824803753 2020-03-23 ROCKLINE WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523110
Sponsor’s telephone number 5166051613
Plan sponsor’s address 255 EXECUTIVE DRIVE, SUITE 409, PLAINVIEW, NY, 11803

Signature of
Role Plan administrator
Date 2020-03-23
Name of individual signing GABRIEL GALLANTE
Role Employer/plan sponsor
Date 2020-03-23
Name of individual signing GABRIEL GALLANTE
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN 2018 824803753 2019-05-01 ROCKLINE WEALTH MANAGEMENT, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523110
Sponsor’s telephone number 5166051613
Plan sponsor’s address 255 EXECUTIVE DRIVE, SUITE 409, PLAINVIEW, NY, 11803

Signature of
Role Plan administrator
Date 2019-04-29
Name of individual signing GABRIEL GALLANTE
Role Employer/plan sponsor
Date 2019-04-29
Name of individual signing GABRIEL GALLANTE

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

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
180314010193 2018-03-14 ARTICLES OF ORGANIZATION 2018-03-14

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2911927707 2020-05-01 0235 PPP 255 EXECUTIVE DR STE 409, PLAINVIEW, NY, 11803
Loan Status Date 2021-04-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 88897
Loan Approval Amount (current) 88897
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PLAINVIEW, NASSAU, NY, 11803-0001
Project Congressional District NY-03
Number of Employees 5
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 89683.49
Forgiveness Paid Date 2021-03-23

Related by officers

No related officers

Related by address

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Date of last update: 24 Mar 2025

Sources: New York Secretary of State

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