| Name: | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 25 Feb 2003 (22 years ago) |
| Entity Number: | 2874254 |
| ZIP code: | 12065 |
| County: | Albany |
| Place of Formation: | New York |
| Address: | 10 MAXWELL DRIVE, SUITE 104B, CLIFTON PARK, NY, United States, 12065 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CFANY 401(K) AND PROFIT SHARING PLAN | 2023 | 141872222 | 2024-09-24 | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC | 6 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-09-24 |
| Name of individual signing | KERRY MAYO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5182800030 |
| Plan sponsor’s address | 10 MAXWELL DRIVE, SUITE 104B, CLIFTON PARK, NY, 12065 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-13 |
| Name of individual signing | KERRY MAYO |
| Name | Role | Address |
|---|---|---|
| CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC | DOS Process Agent | 10 MAXWELL DRIVE, SUITE 104B, CLIFTON PARK, NY, United States, 12065 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2010-02-08 | 2015-02-02 | Address | 7 CORPORATE DRIVE, CLIFTON PARK, NY, 12065, USA (Type of address: Service of Process) |
| 2007-05-24 | 2010-02-08 | Address | PHOENIX BUILDING 1745 ROUTE 9, CLIFTON PARK, NY, 12065, USA (Type of address: Service of Process) |
| 2003-02-25 | 2007-05-24 | Address | 12 AVIS DRIVE, LATHAM, NY, 12110, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 210208060642 | 2021-02-08 | BIENNIAL STATEMENT | 2021-02-01 |
| 190208060621 | 2019-02-08 | BIENNIAL STATEMENT | 2019-02-01 |
| 170203006873 | 2017-02-03 | BIENNIAL STATEMENT | 2017-02-01 |
| 150202006562 | 2015-02-02 | BIENNIAL STATEMENT | 2015-02-01 |
| 130207006379 | 2013-02-07 | BIENNIAL STATEMENT | 2013-02-01 |
| 110210002605 | 2011-02-10 | BIENNIAL STATEMENT | 2011-02-01 |
| 100208000847 | 2010-02-08 | CERTIFICATE OF CHANGE | 2010-02-08 |
| 090115002035 | 2009-01-15 | BIENNIAL STATEMENT | 2009-02-01 |
| 070711000308 | 2007-07-11 | CERTIFICATE OF AMENDMENT | 2007-07-11 |
| 070524002245 | 2007-05-24 | BIENNIAL STATEMENT | 2007-02-01 |
Date of last update: 11 Nov 2024
Sources: New York Secretary of State
