Search icon

NAVIS WEALTH MANAGEMENT LLC

Company Details

Name: NAVIS WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 24 Oct 2018 (6 years ago)
Entity Number: 5431584
ZIP code: 10573
County: Westchester
Place of Formation: New York
Address: 800 WESTCHESTER AVENUE, SUITE 700, RYE BROOK, NY, United States, 10573

Agent

Name Role Address
PARACORP INCORPORATED Agent ONE COMMERCE PLAZA, 99 WASHINGTON AVE #805A, ALBANY, NY, 12210

DOS Process Agent

Name Role Address
PAUL FEGAN DOS Process Agent 800 WESTCHESTER AVENUE, SUITE 700, RYE BROOK, NY, United States, 10573

History

Start date End date Type Value
2020-10-22 2024-10-10 Address 800 WESTCHESTER AVENUE, SUITE S-602, RYE BROOK, NY, 10573, USA (Type of address: Service of Process)
2019-05-03 2024-10-10 Address ONE COMMERCE PLAZA, 99 WASHINGTON AVE #805A, ALBANY, NY, 12210, 2822, USA (Type of address: Registered Agent)
2018-10-24 2019-05-03 Address 800 WESTCHESTER AVENUE, SUITE N-641, RYE BROOK, NY, 10573, USA (Type of address: Registered Agent)
2018-10-24 2020-10-22 Address 800 WESTCHESTER AVENUE, SUITE N-641, RYE BROOK, NY, 10573, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
241010001255 2024-10-10 BIENNIAL STATEMENT 2024-10-10
221005001405 2022-10-05 BIENNIAL STATEMENT 2022-10-01
201022060410 2020-10-22 BIENNIAL STATEMENT 2020-10-01
190503000376 2019-05-03 CERTIFICATE OF CHANGE 2019-05-03
181024010322 2018-10-24 ARTICLES OF ORGANIZATION 2018-10-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9929747200 2020-04-28 0202 PPP 800 Westchester Ave, Rye Brook, NY, 10573-1354
Loan Status Date 2022-04-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 79500
Loan Approval Amount (current) 79500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 224780
Servicing Lender Name New York Business Development Corporation
Servicing Lender Address 50 Beaver Street, Albany, NY, 12207-1538
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address Rye Brook, WESTCHESTER, NY, 10573-1354
Project Congressional District NY-16
Number of Employees 6
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 224780
Originating Lender Name New York Business Development Corporation
Originating Lender Address Albany, NY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 80534.59
Forgiveness Paid Date 2021-08-24
9009308408 2021-02-14 0202 PPS 800 Westchester Ave Ste S602, Rye Brook, NY, 10573-1360
Loan Status Date 2022-04-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 79500
Loan Approval Amount (current) 79500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 224780
Servicing Lender Name New York Business Development Corporation
Servicing Lender Address 50 Beaver Street, Albany, NY, 12207-1538
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Rye Brook, WESTCHESTER, NY, 10573-1360
Project Congressional District NY-16
Number of Employees 3
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 224780
Originating Lender Name New York Business Development Corporation
Originating Lender Address Albany, NY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 79950.86
Forgiveness Paid Date 2021-09-15

Date of last update: 23 Mar 2025

Sources: New York Secretary of State