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LIFEGOAL WEALTH ADVISORS LLC

Company Details

Name: LIFEGOAL WEALTH ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 14 Jul 2023 (2 years ago)
Entity Number: 6936220
ZIP code: 12866
County: Saratoga
Place of Formation: New York
Address: 8 WINDING BROOK DRIVE, SARATOGA SPRINGS, NY, United States, 12866

Agent

Name Role Address
TAYLOR SOHNS Agent 8 WINDING BROOK DRIVE, SARATOGA SPRINGS, NY, 12866

DOS Process Agent

Name Role Address
TAYLOR SOHNS DOS Process Agent 8 WINDING BROOK DRIVE, SARATOGA SPRINGS, NY, United States, 12866

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:
0002054684
Phone:
6074340742

Latest Filings

Form type:
13F-HR
File number:
028-24753
Filing date:
2025-04-21
File:
Form type:
13F-HR
File number:
028-24753
Filing date:
2025-02-05
File:

History

Start date End date Type Value
2023-07-14 2025-04-18 Address 8 WINDING BROOK DRIVE, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Registered Agent)
2023-07-14 2025-04-18 Address 8 WINDING BROOK DRIVE, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250418000606 2025-04-17 CERTIFICATE OF MERGER 2025-05-01
230714001464 2023-07-14 ARTICLES OF ORGANIZATION 2023-07-14

Date of last update: 20 Mar 2025

Sources: New York Secretary of State