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TRUBEE WEALTH ADVISORS, INC.

Company Details

Name: TRUBEE WEALTH ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 10 Dec 1991 (33 years ago)
Entity Number: 1602976
ZIP code: 14225
County: Erie
Place of Formation: New York
Address: 600 Airborne Parkway, Suite 120, Buffalo, NY, United States, 14225
Principal Address: 600 Airborne Parkway, Suite 120, BUFFALO, NY, United States, 14225

Shares Details

Shares issued 20000

Share Par Value 1

Type PAR VALUE

Central Index Key

CIK number Mailing Address Business Address Phone
99947 600 AIRBORNE PKWY SUITE #120, BUFFALO, NY, 14225 600 AIRBORNE PKWY SUITE #120, FAX # 716-849-0144, BUFFALO, NY, 14225 (716) 849-1401

Filings since 2024-02-29

Form type X-17A-5
File number 008-02142
Filing date 2024-02-29
Reporting date 2023-12-31
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Filings since 2024-02-28

Form type FOCUSN
File number 008-02142
Filing date 2024-02-28
Reporting date 2023-12-31
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Filings since 2023-03-06

Form type FOCUSN
File number 008-02142
Filing date 2023-03-06
Reporting date 2022-12-31
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Filings since 2023-03-02

Form type X-17A-5
File number 008-02142
Filing date 2023-03-02
Reporting date 2022-12-31
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Filings since 2022-02-28

Form type FOCUSN
File number 008-02142
Filing date 2022-02-28
Reporting date 2021-12-31
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Filings since 2022-02-28

Form type X-17A-5
File number 008-02142
Filing date 2022-02-28
Reporting date 2021-12-31
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Filings since 2021-03-02

Form type FOCUSN
File number 008-02142
Filing date 2021-03-02
Reporting date 2020-12-31
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Filings since 2021-03-02

Form type X-17A-5
File number 008-02142
Filing date 2021-03-02
Reporting date 2020-12-31
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Filings since 2020-03-03

Form type FOCUSN
File number 008-02142
Filing date 2020-03-03
Reporting date 2019-12-31
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Filings since 2020-03-03

Form type X-17A-5
File number 008-02142
Filing date 2020-03-03
Reporting date 2019-12-31
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Filings since 2019-03-01

Form type FOCUSN
File number 008-02142
Filing date 2019-03-01
Reporting date 2018-12-31
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Filings since 2019-03-01

Form type X-17A-5
File number 008-02142
Filing date 2019-03-01
Reporting date 2018-12-31
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Filings since 2018-03-05

Form type FOCUSN
File number 008-02142
Filing date 2018-03-05
Reporting date 2017-12-31
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Filings since 2018-03-05

Form type X-17A-5
File number 008-02142
Filing date 2018-03-05
Reporting date 2017-12-31
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Filings since 2017-02-27

Form type FOCUSN
File number 008-02142
Filing date 2017-02-27
Reporting date 2016-12-31
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Filings since 2017-02-27

Form type X-17A-5
File number 008-02142
Filing date 2017-02-27
Reporting date 2016-12-31
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Filings since 2016-02-24

Form type X-17A-5
File number 008-02142
Filing date 2016-02-24
Reporting date 2015-12-31
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Filings since 2016-02-24

Form type FOCUSN
File number 008-02142
Filing date 2016-02-24
Reporting date 2015-12-31
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Filings since 2015-02-23

Form type FOCUSN
File number 008-02142
Filing date 2015-02-23
Reporting date 2014-12-31
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Filings since 2015-02-23

Form type X-17A-5
File number 008-02142
Filing date 2015-02-23
Reporting date 2014-12-31
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Filings since 2014-02-26

Form type FOCUSN
File number 008-02142
Filing date 2014-02-26
Reporting date 2013-12-31
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Filings since 2014-02-26

Form type X-17A-5
File number 008-02142
Filing date 2014-02-26
Reporting date 2013-12-31
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Filings since 2013-02-28

Form type FOCUSN
File number 008-02142
Filing date 2013-02-28
Reporting date 2012-12-31
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Filings since 2013-02-28

Form type X-17A-5
File number 008-02142
Filing date 2013-02-28
Reporting date 2012-12-31
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Filings since 2012-04-20

Form type X-17A-5
File number 008-02142
Filing date 2012-04-20
Reporting date 2011-12-31
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Filings since 2012-02-28

Form type FOCUSN
File number 008-02142
Filing date 2012-02-28
Reporting date 2011-12-31
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Filings since 2011-04-28

Form type X-17A-5
File number 008-02142
Filing date 2011-04-28
Reporting date 2010-12-31
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Filings since 2011-02-23

Form type FOCUSN
File number 008-02142
Filing date 2011-02-23
Reporting date 2010-12-31
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Filings since 2010-03-19

Form type X-17A-5
File number 008-02142
Filing date 2010-03-19
Reporting date 2009-12-31
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Filings since 2010-03-01

Form type FOCUSN
File number 008-02142
Filing date 2010-03-01
Reporting date 2009-12-31
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Filings since 2009-02-27

Form type X-17A-5
File number 008-02142
Filing date 2009-02-27
Reporting date 2008-12-31
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Filings since 2009-02-27

Form type FOCUSN
File number 008-02142
Filing date 2009-02-27
Reporting date 2008-12-31
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Filings since 2008-02-29

Form type X-17A-5
File number 008-02142
Filing date 2008-02-29
Reporting date 2007-12-31
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Filings since 2007-02-23

Form type X-17A-5
File number 008-02142
Filing date 2007-02-23
Reporting date 2006-12-31
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Filings since 2007-02-23

Form type FOCUSN
File number 008-02142
Filing date 2007-02-23
Reporting date 2006-12-31
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Filings since 2006-08-03

Form type X-17A-5
File number 008-02142
Filing date 2006-08-03
Reporting date 2005-12-31
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Filings since 2006-02-17

Form type FOCUSN
File number 008-02142
Filing date 2006-02-17
Reporting date 2005-12-31
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Filings since 2005-02-28

Form type FOCUSN
File number 008-02142
Filing date 2005-02-28
Reporting date 2004-12-31
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Filings since 2005-02-28

Form type X-17A-5
File number 008-02142
Filing date 2005-02-28
Reporting date 2004-12-31
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Filings since 2004-08-03

Form type FOCUSN
File number 008-02142
Filing date 2004-08-03
Reporting date 2003-12-31
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Filings since 2004-08-03

Form type X-17A-5
File number 008-02142
Filing date 2004-08-03
Reporting date 2003-12-31
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Filings since 2003-03-03

Form type FOCUSN
File number 008-02142
Filing date 2003-03-03
Reporting date 2002-12-31
File View File

Filings since 2003-03-03

Form type X-17A-5
File number 008-02142
Filing date 2003-03-03
Reporting date 2002-12-31
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Filings since 2002-03-04

Form type X-17A-5
File number 008-02142
Filing date 2002-03-04
Reporting date 2001-12-31
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Chief Executive Officer

Name Role Address
JOHN D. SHINE Chief Executive Officer 600 AIRBORNE PARKWAY, SUITE 120, BUFFALO, NY, United States, 14225

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 600 Airborne Parkway, Suite 120, Buffalo, NY, United States, 14225

History

Start date End date Type Value
2023-12-01 2023-12-01 Address 1350 ONE M&T PLAZA, BUFFALO, NY, 14203, 2396, USA (Type of address: Chief Executive Officer)
2023-12-01 2023-12-01 Address 600 AIRBORNE PARKWAY, SUITE 120, BUFFALO, NY, 14225, USA (Type of address: Chief Executive Officer)
2023-06-21 2023-12-01 Shares Share type: PAR VALUE, Number of shares: 20000, Par value: 1
2023-06-21 2023-12-01 Address 600 Airborne Parkway, Suite 120, Buffalo, NY, 14225, USA (Type of address: Service of Process)
2023-06-21 2023-06-21 Address 1350 ONE M&T PLAZA, BUFFALO, NY, 14203, 2396, USA (Type of address: Chief Executive Officer)
2023-06-21 2023-06-21 Address 600 AIRBORNE PARKWAY, SUITE 120, BUFFALO, NY, 14225, USA (Type of address: Chief Executive Officer)
2023-06-21 2023-12-01 Address 1350 ONE M&T PLAZA, BUFFALO, NY, 14203, 2396, USA (Type of address: Chief Executive Officer)
2023-06-21 2023-12-01 Address 600 AIRBORNE PARKWAY, SUITE 120, BUFFALO, NY, 14225, USA (Type of address: Chief Executive Officer)
2022-09-07 2023-06-21 Address 1350 ONE M&T PLAZA, BUFFALO, NY, 14203, 2396, USA (Type of address: Service of Process)
2022-09-07 2023-06-21 Address 1350 ONE M&T PLAZA, BUFFALO, NY, 14203, 2396, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
231201036066 2023-12-01 BIENNIAL STATEMENT 2023-12-01
230621001093 2023-06-21 BIENNIAL STATEMENT 2021-12-01
220907001857 2022-09-06 CERTIFICATE OF AMENDMENT 2022-09-06
140306002643 2014-03-06 BIENNIAL STATEMENT 2013-12-01
111220002491 2011-12-20 BIENNIAL STATEMENT 2011-12-01
100402002964 2010-04-02 BIENNIAL STATEMENT 2010-12-01
070123002842 2007-01-23 BIENNIAL STATEMENT 2005-12-01
040708002838 2004-07-08 BIENNIAL STATEMENT 2003-12-01
020118002656 2002-01-18 BIENNIAL STATEMENT 2001-12-01
010329000714 2001-03-29 CERTIFICATE OF AMENDMENT 2001-03-29

Date of last update: 14 Nov 2024

Sources: New York Secretary of State