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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 (7 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

USAspending Awards / Financial Assistance

Date:
2021-02-15
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:
79500.00
Total Face Value Of Loan:
79500.00
Date:
2020-04-28
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:
79500.00
Total Face Value Of Loan:
79500.00

Trademarks Section

Serial Number:
88348352
Mark:
NAVIS WEALTH MANAGEMENT
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-03-20
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
NAVIS WEALTH MANAGEMENT

Goods And Services

For:
Wealth management services; financial planning services; financial planning services, namely, tax strategy services; retirement financial planning services; trust and estate planning services; financial portfolio management; financial advisory and consultancy services; insurance services
First Use:
2018-11-05
International Classes:
036 - Primary Class
Class Status:
Active
For:
Business consulting services; business assessment analysis relating to business management; tax planning services
First Use:
2018-11-05
International Classes:
035 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2021-02-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
79500
Current Approval Amount:
79500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
79950.86
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
79500
Current Approval Amount:
79500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
80534.59

Date of last update: 23 Mar 2025

Sources: New York Secretary of State