| Name: | WEALTH STRATEGIES & SOLUTIONS, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 12 Apr 2018 (7 years ago) |
| Entity Number: | 5321887 |
| ZIP code: | 14623 |
| County: | Monroe |
| Place of Formation: | New York |
| Address: | 900 JEFFERSON ROAD SUITE 301, ROCHESTER, NY, United States, 14623 |
| Name | Role | Address |
|---|---|---|
| ROBERT J BALDES, JR | DOS Process Agent | 900 JEFFERSON ROAD SUITE 301, ROCHESTER, NY, United States, 14623 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2018-04-12 | 2024-04-07 | Address | 900 JEFFERSON ROAD SUITE 301, ROCHESTER, NY, 14623, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 240407000287 | 2024-04-07 | BIENNIAL STATEMENT | 2024-04-07 |
| 220405002032 | 2022-04-05 | BIENNIAL STATEMENT | 2022-04-01 |
| 200406060719 | 2020-04-06 | BIENNIAL STATEMENT | 2020-04-01 |
| 180928000456 | 2018-09-28 | CERTIFICATE OF PUBLICATION | 2018-09-28 |
| 180412010293 | 2018-04-12 | ARTICLES OF ORGANIZATION | 2018-04-15 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 8951457307 | 2020-05-01 | 0219 | PPP | 900 Jefferson Road Suite 301, ROCHESTER, NY, 14623 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 6956338302 | 2021-01-27 | 0219 | PPS | 900 JEFFERSON ROAD SUTIE 301, ROCHESTER, NY, 14623 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 24 Mar 2025
Sources: New York Secretary of State
