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LEVEL FINANCIAL ADVISORS, INC.

Company Details

Name: LEVEL FINANCIAL ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 28 Dec 1979 (45 years ago)
Entity Number: 598889
ZIP code: 14051
County: Erie
Place of Formation: New York
Address: 9310 Transit Road, Suite 300, East Amherst, NY, United States, 14051

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
ROSANNE BRAXTON Chief Executive Officer 9310 TRANSIT ROAD, SUITE 300, EAST AMHERST, NY, United States, 14051

DOS Process Agent

Name Role Address
ROSANNE BRAXTON DOS Process Agent 9310 Transit Road, Suite 300, East Amherst, NY, United States, 14051

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001871734
Phone:
7166346113

Latest Filings

Form type:
13F-HR
File number:
028-21465
Filing date:
2025-04-10
File:
Form type:
13F-HR
File number:
028-21465
Filing date:
2025-01-22
File:
Form type:
13F-HR
File number:
028-21465
Filing date:
2024-10-10
File:
Form type:
N-PX
File number:
028-21465
Filing date:
2024-08-01
File:
Form type:
13F-HR
File number:
028-21465
Filing date:
2024-07-23
File:

Form 5500 Series

Employer Identification Number (EIN):
161140261
Plan Year:
2023
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
18
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
16
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
14
Sponsors Telephone Number:

History

Start date End date Type Value
2023-12-04 2025-02-04 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2023-12-04 2023-12-04 Address 1412 SWEET HOME ROAD. SUITE 7, AMHERST, NY, 14228, USA (Type of address: Chief Executive Officer)
2023-12-04 2023-12-04 Address 9310 TRANSIT ROAD, SUITE 300, EAST AMHERST, NY, 14051, USA (Type of address: Chief Executive Officer)
2017-12-01 2023-12-04 Address 1412 SWEET HOME ROAD. SUITE 7, AMHERST, NY, 14228, USA (Type of address: Chief Executive Officer)
2017-12-01 2023-12-04 Address 1412 SWEET HOME ROAD. SUITE 7, AMHERST, NY, 14228, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
231204001460 2023-12-04 BIENNIAL STATEMENT 2023-12-01
211202002805 2021-12-02 BIENNIAL STATEMENT 2021-12-02
191202062445 2019-12-02 BIENNIAL STATEMENT 2019-12-01
171201006721 2017-12-01 BIENNIAL STATEMENT 2017-12-01
160506002007 2016-05-06 BIENNIAL STATEMENT 2015-12-01

Trademarks Section

Serial Number:
87288298
Mark:
CORNERSTONE
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2017-01-03
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
CORNERSTONE

Goods And Services

For:
Financial services, namely, investment management, investment advice, investment consultation, monitoring financial markets for investment purposes, providing information and advice in the field of finance, financial investments, and the financial aspects of retirement
First Use:
2016-03-14
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87288282
Mark:
BLUEPRINT
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2017-01-03
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
BLUEPRINT

Goods And Services

For:
Financial services, namely, investment management, investment advice, investment consultation, monitoring financial markets for investment purposes, providing information and advice in the field of finance, financial investments, and the financial aspects of retirement
First Use:
2016-03-14
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
87288286
Mark:
FOUNDATION
Status:
ABANDONED - INCOMPLETE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2017-01-03
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
FOUNDATION

Goods And Services

For:
Financial services, namely, investment management, investment advice, investment consultation, monitoring financial markets for investment purposes, providing information and advice in the field of finance, financial investments, and the financial aspects of retirement
First Use:
2016-03-14
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87288275
Mark:
LEVEL FINANCIAL ADVISORS
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2017-01-03
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
LEVEL FINANCIAL ADVISORS

Goods And Services

For:
Financial services, namely, investment management, investment advice, investment consultation, monitoring financial markets for investment purposes, providing information and advice in the field of finance, financial investments, and the financial aspects of retirement
First Use:
2016-03-14
International Classes:
036 - Primary Class
Class Status:
Active

Date of last update: 17 Mar 2025

Sources: New York Secretary of State