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WEALTH STRATEGIES & SOLUTIONS, LLC

Company Details

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

DOS Process Agent

Name Role Address
ROBERT J BALDES, JR DOS Process Agent 900 JEFFERSON ROAD SUITE 301, ROCHESTER, NY, United States, 14623

History

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)

Filings

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

USAspending Awards / Financial Assistance

Date:
2021-01-27
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:
15187.50
Total Face Value Of Loan:
15187.50
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:
12300.00
Total Face Value Of Loan:
12300.00

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
12300
Current Approval Amount:
12300
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
12380.29
Date Approved:
2021-01-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
15187.5
Current Approval Amount:
15187.5
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
15292.12

Date of last update: 24 Mar 2025

Sources: New York Secretary of State