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SHIELD WEALTH ADVISORS LLC

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Company Details

Name: SHIELD WEALTH ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 06 Apr 2020 (5 years ago)
Entity Number: 5735455
ZIP code: 14150
County: Erie
Place of Formation: New York
Address: 263 VICKSBURG AVENUE, TONAWANDA, NY, United States, 14150

DOS Process Agent

Name Role Address
JOHN W. HABERSTRO DOS Process Agent 263 VICKSBURG AVENUE, TONAWANDA, NY, United States, 14150

Form 5500 Series

Employer Identification Number (EIN):
850651899
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
2
Sponsors Telephone Number:

History

Start date End date Type Value
2023-07-20 2024-04-15 Address 263 VICKSBURG AVENUE, TONAWANDA, NY, 14150, USA (Type of address: Service of Process)
2020-04-06 2023-07-20 Address 263 VICKSBURG AVENUE, TONAWANDA, NY, 14150, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240415000268 2024-04-15 BIENNIAL STATEMENT 2024-04-15
230720000951 2023-07-20 BIENNIAL STATEMENT 2022-04-01
200804000340 2020-08-04 CERTIFICATE OF PUBLICATION 2020-08-04
200406000451 2020-04-06 ARTICLES OF ORGANIZATION 2020-04-06

Paycheck Protection Program

Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
29285
Current Approval Amount:
29285
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
29484.78

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Date of last update: 22 Mar 2025

Sources: New York Secretary of State