| Name: | KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 08 Jul 2020 (5 years ago) |
| Entity Number: | 5783016 |
| ZIP code: | 14221 |
| County: | Erie |
| Place of Formation: | New York |
| Address: | 1967 WEHRLE DRIVE, UNIT 7, WILLIAMSVILLE, NY, United States, 14221 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAUTZ BUCKLEY 401(K) PLAN | 2023 | 851829732 | 2024-09-12 | KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT, LLC | 9 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-09-12 |
| Name of individual signing | DANIEL KAUTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7162768480 |
| Plan sponsor’s address | 1961 WEHRLE DRIVE, SUITE 9, WILLIAMSVILLE, NY, 14221 |
Signature of
| Role | Plan administrator |
| Date | 2023-09-13 |
| Name of individual signing | DANIEL A. KAUTZ |
| Name | Role | Address |
|---|---|---|
| KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT LLC | DOS Process Agent | 1967 WEHRLE DRIVE, UNIT 7, WILLIAMSVILLE, NY, United States, 14221 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2023-11-13 | 2024-10-14 | Address | 1967 WEHRLE DRIVE, UNIT 7, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process) |
| 2020-07-08 | 2023-11-13 | Address | 1961 WEHRLE DRIVE, UNIT 9, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 241014001494 | 2024-10-14 | BIENNIAL STATEMENT | 2024-10-14 |
| 231113002694 | 2023-11-13 | BIENNIAL STATEMENT | 2022-07-01 |
| 201005000495 | 2020-10-05 | CERTIFICATE OF PUBLICATION | 2020-10-05 |
| 200708010177 | 2020-07-08 | ARTICLES OF ORGANIZATION | 2020-07-08 |
Date of last update: 12 Jan 2025
Sources: New York Secretary of State
