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SWELL ADVISORS LLC

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Company Details

Name: SWELL ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 06 Aug 2019 (6 years ago)
Entity Number: 5599551
ZIP code: 81435
County: Nassau
Place of Formation: New York
Address: PO Box 2995, Telluride, CO, United States, 81435

DOS Process Agent

Name Role Address
SWELL ADVISORS LLC DOS Process Agent PO Box 2995, Telluride, CO, United States, 81435

Links between entities

Type:
Headquarter of
Company Number:
20211263311
State:
COLORADO
COLORADO profile:

History

Start date End date Type Value
2020-03-12 2023-08-01 Address 1 BRADLEY COURT, SYOSSET, NY, 11791, USA (Type of address: Service of Process)
2019-08-06 2020-03-12 Address 90 STATE STREET, SUITE 700 BOX 10, ALBANY, NY, 11207, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230801011050 2023-08-01 BIENNIAL STATEMENT 2023-08-01
210811002777 2021-08-11 BIENNIAL STATEMENT 2021-08-11
200312000156 2020-03-12 CERTIFICATE OF CHANGE 2020-03-12
191106000597 2019-11-06 CERTIFICATE OF PUBLICATION 2019-11-06
190806010220 2019-08-06 ARTICLES OF ORGANIZATION 2019-08-06

USAspending Awards / Financial Assistance

Date:
2020-04-30
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:
11656.00
Total Face Value Of Loan:
5492.00
Date:
2020-04-24
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
90559951
Mark:
SWELL ADVISORS
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2021-03-04
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
SWELL ADVISORS

Goods And Services

For:
Bookkeeping; Financial records management; Financial statement preparation and analysis for businesses
First Use:
2019-05-01
International Classes:
035 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-30
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
11656
Current Approval Amount:
5492
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
5110.4

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Date of last update: 23 Mar 2025

Sources: New York Secretary of State