| 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 |
| Name | Role | Address |
|---|---|---|
| EXCELSIOR WEALTH MANAGEMENT LLC | DOS Process Agent | 1207 DELAWARE AVENUE, SUITE 108, BUFFALO, NY, United States, 14209 |
| 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) |
| 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 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 6060438000 | 2020-06-29 | 0296 | PPP | 1207 Delaware, BUFFALO, NY, 14209-1458 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 23 Mar 2025
Sources: New York Secretary of State
