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PRINCIPLES OF WEALTH LLC

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Company Details

Name: PRINCIPLES OF WEALTH LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 05 Jul 2022 (3 years ago)
Entity Number: 6529388
ZIP code: 12207
County: Albany
Place of Formation: New York
Address: 54 state street, ste 804 #7268, ALBANY, NY, United States, 12207

DOS Process Agent

Name Role Address
PRINCIPLES OF WEALTH DOS Process Agent 54 state street, ste 804 #7268, ALBANY, NY, United States, 12207

History

Start date End date Type Value
2024-08-08 2025-04-07 Address 54 state street, ste 804 #7268, ALBANY, NY, 12207, USA (Type of address: Service of Process)
2023-10-16 2024-08-08 Address 54 state street, ste 804 #7268, ALBANY, NY, 12207, USA (Type of address: Service of Process)
2022-11-04 2023-10-16 Address 22622 MENTONE AVE, LAURELTON, NY, 11413, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250407001747 2025-03-28 CERTIFICATE OF CHANGE BY ENTITY 2025-03-28
240808003328 2024-08-08 BIENNIAL STATEMENT 2024-08-08
231016002722 2023-09-11 CERTIFICATE OF CHANGE BY ENTITY 2023-09-11
221104000044 2022-11-03 CERTIFICATE OF AMENDMENT 2022-11-03
220705001197 2022-07-05 ARTICLES OF ORGANIZATION 2022-07-05

USAspending Awards / Financial Assistance

Date:
2023-08-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
AWARDTYPE: GUARANTEED/INSURED LOANS ACTIVITIES TO BE PERFORMED: TO PROVIDE GUARANTEED LOANS FROM LENDERS TO ELIGIBLE FOR PROFIT SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE BUT CAN DEMONSTRATE AN ABILITY TO REPAY LOANS IF GRANTED, IN A TIMELY MANNER. THE SBA GUARANTEES 7(A) PROGRAM LOANS THROUGH VARIOUS LOAN PROCESSING METHODS INCLUDING: (1) STANDARD 7(A) LOANS; (2) 7(A) SMALL LOANS; (3) SBAEXPRESS LOANS; (4) CAPLINE LOANS; (5) THE QUALIFIED EMPLOYEE TRUSTS (ESOP); (6) EXPORT EXPRESS; (7)EXPORT WORKING CAPITAL PROGRAM (EWCP); (8) INTERNATIONAL TRADE, AND (9) PILOT (TEMPORARY) PROGRAMS. DELIVERABLES: LOAN GUARANTEES EXPECTED OUTCOMES: TO PROVIDE GUARANTEED LOANS FROM LENDERS TO ELIGIBLE FOR PROFIT SMALL BUSINESSES AND, IN CERTAIN CIRCUMSTANCES, TO QUALIFIED EMPLOYEE TRUSTS (ESOPS). INTENDED BENEFICIARIES: SMALL BUSINESSES SUBRECIPIENT ACTIVITIES: NA
Obligated Amount:
0.00
Face Value Of Loan:
25000.00
Total Face Value Of Loan:
25000.00

Trademarks Section

Serial Number:
97734010
Mark:
PRINCIPLES OF WEALTH
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2022-12-28
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PRINCIPLES OF WEALTH

Goods And Services

For:
Financial advice; Financial analysis; Financial consultancy; Financial consulting; Financial planning; Real estate appraisal; Real estate brokerage; Real estate consultancy; Real estate consultation; Real estate listing; Real estate syndication; Real estate valuations
First Use:
2023-06-10
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 21 Mar 2025

Sources: New York Secretary of State