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  5. OPAL WEALTH ADVISORS, LLC

OPAL WEALTH ADVISORS, LLC

Company Details

Name: OPAL WEALTH ADVISORS, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 Jan 2019 (6 years ago)
Entity Number: 5479688
ZIP code: 11753
County: Nassau
Place of Formation: Delaware
Address: 2 JERICHO PLAZA, SUITE 208, JERICHO, NY, United States, 11753

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 2 JERICHO PLAZA, SUITE 208, JERICHO, NY, United States, 11753

Filings

Filing Number Date Filed Type Effective Date
190122000450 2019-01-22 APPLICATION OF AUTHORITY 2019-01-22

USAspending Awards / Financial Assistance

Date:
2020-04-16
Link:
View on USAspending
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:
194800.00
Total Face Value Of Loan:
194800.00
Date:
2020-04-11
Link:
View on USAspending
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:
111800.00
Total Face Value Of Loan:
0.00
Date:
2019-03-20
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
975000.00
Total Face Value Of Loan:
558186.53

Trademarks Section

Serial Number:
87523289
Mark:
OPAL WEALTH ADVISORS
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2017-07-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
OPAL WEALTH ADVISORS
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial planning; investment advisory services; financial services, namely, wealth management services
First Use:
2019-01-23
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-10
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
194800
Current Approval Amount:
194800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
196940.13

Related by officers

THE LLC

HITTERZZ, LLC PLJ PROPERTIES, LLC 7119 20TH AVE. LLC THE TALLY-HO INN, LLC NEXIS REALTY GROUP, LLC KILBORN LLC BKN PROPERTIES, LLC COTTON TEES, LLC PLAYDATE 4 YOU LLC CONTEMPORARY FILM FUND LLC

Related by address

No related companies by address

Date of last update: 23 Mar 2025

Sources: New York Secretary of State

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