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EXCELSIOR WEALTH MANAGEMENT LLC

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Company Details

Name: EXCELSIOR WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 May 2018 (7 years ago)
Entity Number: 5345875
ZIP code: 14209
County: Erie
Place of Formation: New York
Address: 1207 DELAWARE AVENUE, SUITE 108, BUFFALO, NY, United States, 14209

DOS Process Agent

Name Role Address
EXCELSIOR WEALTH MANAGEMENT LLC DOS Process Agent 1207 DELAWARE AVENUE, SUITE 108, BUFFALO, NY, United States, 14209

History

Start date End date Type Value
2018-05-22 2024-05-02 Address 1207 DELAWARE AVENUE, SUITE 108, BUFFALO, NY, 14209, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240502003248 2024-05-02 BIENNIAL STATEMENT 2024-05-02
190130000501 2019-01-30 CERTIFICATE OF PUBLICATION 2019-01-30
180522010337 2018-05-22 ARTICLES OF ORGANIZATION 2018-05-22

USAspending Awards / Financial Assistance

Date:
2020-06-29
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:
30305.00
Total Face Value Of Loan:
30305.00

Paycheck Protection Program

Date Approved:
2020-06-29
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
30305
Current Approval Amount:
30305
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
30578.99

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Date of last update: 23 Mar 2025

Sources: New York Secretary of State