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  5. BRYANT WOODS INVESTMENT ADVISORS, LLC

BRYANT WOODS INVESTMENT ADVISORS, LLC

Company Details

Name: BRYANT WOODS INVESTMENT ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 12 Nov 1999 (25 years ago)
Entity Number: 2438601
ZIP code: 14068
County: Erie
Place of Formation: New York
Address: 2410 North Forest Road, Suite #101, Getzville, NY, United States, 14068

Central Index Key

CIK number Mailing Address Business Address Phone
1910641 2410 NORTH FOREST ROAD, SUITE 101, GETZVILLE, NY, 14068 2410 NORTH FOREST ROAD, SUITE 101, GETZVILLE, NY, 14068 (716) 630-2489

Filings since 2024-11-13
Form type 13F-HR
File number 028-21894
Filing date 2024-11-13
Reporting date 2024-09-30
File View File

Filings since 2024-07-25
Form type 13F-HR
File number 028-21894
Filing date 2024-07-25
Reporting date 2024-06-30
File View File

Filings since 2024-07-09
Form type N-PX
File number 028-21894
Filing date 2024-07-09
Reporting date 2024-06-30
File View File

Filings since 2024-05-03
Form type 13F-HR
File number 028-21894
Filing date 2024-05-03
Reporting date 2024-03-31
File View File

Filings since 2024-01-18
Form type 13F-HR
File number 028-21894
Filing date 2024-01-18
Reporting date 2023-12-31
File View File

Filings since 2023-11-13
Form type 13F-HR
File number 028-21894
Filing date 2023-11-13
Reporting date 2023-09-30
File View File

Filings since 2023-07-18
Form type 13F-HR
File number 028-21894
Filing date 2023-07-18
Reporting date 2023-06-30
File View File

Filings since 2023-04-14
Form type 13F-HR
File number 028-21894
Filing date 2023-04-14
Reporting date 2023-03-31
File View File

Filings since 2023-02-08
Form type 13F-HR
File number 028-21894
Filing date 2023-02-08
Reporting date 2022-12-31
File View File

Filings since 2022-11-04
Form type 13F-HR
File number 028-21894
Filing date 2022-11-04
Reporting date 2022-09-30
File View File

Filings since 2022-08-05
Form type 13F-HR
File number 028-21894
Filing date 2022-08-05
Reporting date 2022-06-30
File View File

Filings since 2022-05-10
Form type 13F-HR
File number 028-21894
Filing date 2022-05-10
Reporting date 2022-03-31
File View File

Filings since 2022-02-14
Form type 13F-HR
File number 028-21894
Filing date 2022-02-14
Reporting date 2021-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LANDMARK WEALTH MANAGEMENT 401(K) PLAN 2022 161577177 2023-10-12 BRYANT WOODS INVESTMENT ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166312441
Plan sponsor’s address 45 BRYANT WOODS NORTH, AMHERST, NY, 14228
LANDMARK WEALTH MANAGEMENT 401(K) PLAN 2021 161577177 2022-10-07 BRYANT WOODS INVESTMENT ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166312441
Plan sponsor’s address 45 BRYANT WOODS NORTH, AMHERST, NY, 14228

Signature of
Role Plan administrator
Date 2022-10-07
Name of individual signing MARK COLLARD
LANDMARK WEALTH MANAGEMENT 401(K) PLAN 2019 161577177 2020-10-15 BRYANT WOODS INVESTMENT ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166312441
Plan sponsor’s address 45 BRYANT WOODS NORTH, AMHERST, NY, 14228

Signature of
Role Plan administrator
Date 2020-10-15
Name of individual signing MARK COLLARD
LANDMARK WEALTH MANAGEMENT 401(K) PLAN 2018 161577177 2019-05-09 BRYANT WOODS INVESTMENT ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166312441
Plan sponsor’s address 45 BRYANT WOODS NORTH, AMHERST, NY, 14228

Signature of
Role Plan administrator
Date 2019-05-09
Name of individual signing MARK COLLARD
Role Employer/plan sponsor
Date 2019-05-09
Name of individual signing MARK COLLARD
LANDMARK WEALTH MANAGEMENT 401(K) PLAN 2017 161577177 2018-10-10 BRYANT WOODS INVESTMENT ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166312441
Plan sponsor’s address 45 BRYANT WOODS NORTH, AMHERST, NY, 14228

Signature of
Role Plan administrator
Date 2018-10-10
Name of individual signing MARK COLLARD
Role Employer/plan sponsor
Date 2018-10-10
Name of individual signing MARK P COLLARD
LANDMARK WEALTH MANAGEMENT 401(K) PLAN 2016 161577177 2017-07-12 BRYANT WOODS INVESTMENT ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166312441
Plan sponsor’s address 45 BRYANT WOODS NORTH, AMHERST, NY, 14228

Signature of
Role Plan administrator
Date 2017-07-12
Name of individual signing MARK COLLARD
LANDMARK WEALTH MANAGEMENT 401(K) PLAN 2015 161577177 2016-06-09 BRYANT WOODS INVESTMENT ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166312441
Plan sponsor’s address 45 BRYANT WOODS NORTH, AMHERST, NY, 14228

Signature of
Role Plan administrator
Date 2016-06-09
Name of individual signing MARK COLLARD
LANDMARK WEALTH MANAGEMENT 401(K) PLAN 2014 161577177 2015-09-21 BRYANT WOODS INVESTMENT ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166312441
Plan sponsor’s address 45 BRYANT WOODS NORTH, AMHERST, NY, 14228

Signature of
Role Plan administrator
Date 2015-09-21
Name of individual signing MARK COLLARD
Role Employer/plan sponsor
Date 2015-09-21
Name of individual signing MARK COLLARD
LANDMARK WEALTH MANAGEMENT 401(K) PLAN 2013 161577177 2014-08-28 BRYANT WOODS INVESTMENT ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166312441
Plan sponsor’s address 45 BRYANT WOODS NORTH, AMHERST, NY, 14228

Signature of
Role Plan administrator
Date 2014-08-28
Name of individual signing MARK COLLARD
Role Employer/plan sponsor
Date 2014-08-28
Name of individual signing MARK COLLARD
LANDMARK WEALTH MANAGEMENT 401(K) PLAN 2012 161577177 2013-09-04 BRYANT WOODS INVESTMENT ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166312441
Plan sponsor’s address 45 BRYANT WOODS NORTH, AMHERST, NY, 14228

Signature of
Role Plan administrator
Date 2013-09-04
Name of individual signing MARK COLLARD
Role Employer/plan sponsor
Date 2013-09-04
Name of individual signing MARK COLLARD

DOS Process Agent

Name Role Address
BRYANT WOODS INVESTMENT ADVISORS, LLC DOS Process Agent 2410 North Forest Road, Suite #101, Getzville, NY, United States, 14068

History

Start date End date Type Value
2005-11-14 2023-11-14 Address 45 BRYANT WOODS NORTH, AMHERST, NY, 14228, USA (Type of address: Service of Process)
2004-10-22 2005-11-14 Address 5110 MAIN ST STE 215, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)
1999-11-12 2004-10-22 Address 5780 MAIN STREET, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
231114001295 2023-11-14 BIENNIAL STATEMENT 2023-11-01
211108002374 2021-11-08 BIENNIAL STATEMENT 2021-11-08
191107060614 2019-11-07 BIENNIAL STATEMENT 2019-11-01
171106006706 2017-11-06 BIENNIAL STATEMENT 2017-11-01
151120006044 2015-11-20 BIENNIAL STATEMENT 2015-11-01
131114006450 2013-11-14 BIENNIAL STATEMENT 2013-11-01
111130002079 2011-11-30 BIENNIAL STATEMENT 2011-11-01
071102002153 2007-11-02 BIENNIAL STATEMENT 2007-11-01
051114002155 2005-11-14 BIENNIAL STATEMENT 2005-11-01
041022000495 2004-10-22 CERTIFICATE OF AMENDMENT 2004-10-22

Related by officers

No related officers

Related by address

2410 North Forest Road, Suite #101, Getzville, NY, United States, 14068

LANDMARK TAX ADVISORS LLC LANDMARK WEALTH ADVISORS LLC

Date of last update: 30 Nov 2024

Sources: New York Secretary of State

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