Search icon

SMALL WORLD WEALTH MANAGEMENT, INC.

Company claim

Is this your business?

Get access!

Company Details

Name: SMALL WORLD WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 27 Feb 2020 (5 years ago)
Entity Number: 5717155
ZIP code: 12572
County: Dutchess
Place of Formation: New York
Address: 108 MONTGOMERY STREET, SUITE 204, RHINEBECK, NY, United States, 12572

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Agent

Name Role Address
THE KAGAN LAW GROUP, P.C. Agent 108 MONTGOMERY STREET, SUITE 204, RHINEBECK, NY, 12572

DOS Process Agent

Name Role Address
THE KAGAN LAW GROUP, P.C. DOS Process Agent 108 MONTGOMERY STREET, SUITE 204, RHINEBECK, NY, United States, 12572

Filings

Filing Number Date Filed Type Effective Date
200227010028 2020-02-27 CERTIFICATE OF INCORPORATION 2020-02-27

USAspending Awards / Financial Assistance

Date:
2020-04-13
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:
166870.00
Total Face Value Of Loan:
166870.00

Trademarks Section

Serial Number:
90018109
Mark:
SMALL WORLD WEALTH MANAGEMENT
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2020-06-24
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
SMALL WORLD WEALTH MANAGEMENT

Goods And Services

For:
Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy s...
First Use:
2020-03-01
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
166870
Current Approval Amount:
166870
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
167761.5

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 23 Mar 2025

Sources: New York Secretary of State