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JURS MONTGOMERY BROKERAGE LLC

Headquarter

Company Details

Name: JURS MONTGOMERY BROKERAGE LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 21 Apr 2010 (15 years ago)
Entity Number: 3939883
ZIP code: 12260
County: Monroe
Place of Formation: New York
Address: 99 WASHINGTON AVENUE, SUITE 700, ALBANY, NY, United States, 12260

Links between entities

Type Company Name Company Number State
Headquarter of JURS MONTGOMERY BROKERAGE LLC, KENTUCKY 1172447 KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JURS MONTGOMERY BROKERAGE, LLC 401(K) PLAN 2023 371602764 2024-02-29 JURS MONTGOMERY BROKERAGE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 5852031206
Plan sponsor’s address 1175 PITTSFORD VICTOR ROAD, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2024-02-29
Name of individual signing GLORIA WAGNER
JURS MONTGOMERY BROKERAGE, LLC 401(K) PLAN 2022 371602764 2023-07-31 JURS MONTGOMERY BROKERAGE, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 5852031206
Plan sponsor’s address 1175 PITTSFORD VICTOR ROAD, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2023-07-31
Name of individual signing GLORIA WAGNER
JURS MONTGOMERY BROKERAGE, LLC 401(K) PLAN 2021 371602764 2022-09-12 JURS MONTGOMERY BROKERAGE, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 5852031206
Plan sponsor’s address 1175 PITTSFORD VICTOR ROAD, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2022-09-12
Name of individual signing GLORIA WAGNER
JURS MONTGOMERY BROKERAGE, LLC 401(K) PLAN 2020 371602764 2021-09-27 JURS MONTGOMERY BROKERAGE, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 5852031206
Plan sponsor’s address 1175 PITTSFORD VICTOR ROAD, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2021-09-27
Name of individual signing GLORIA WAGNER
JURS MONTGOMERY BROKERAGE, LLC 401(K) PLAN 2019 371602764 2020-10-08 JURS MONTGOMERY BROKERAGE, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 5852031206
Plan sponsor’s address 1175 PITTSFORD VICTOR ROAD, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2020-10-08
Name of individual signing GLORIA WAGNER
JURS MONTGOMERY BROKERAGE, LLC 401(K) PLAN 2018 371602764 2019-07-31 JURS MONTGOMERY BROKERAGE, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 5852031206
Plan sponsor’s address 1159 PITTSFORD VICTOR RD., PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2019-07-31
Name of individual signing MR. ROBERT G MONTGOMERY
JURS MONTGOMERY BROKERAGE, LLC 401(K) PLAN 2017 371602764 2018-10-11 JURS MONTGOMERY BROKERAGE, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 5852031206
Plan sponsor’s address 1159 PITTSFORD VICTOR RD., PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2018-10-11
Name of individual signing MR. ROBERT G MONTGOMERY

DOS Process Agent

Name Role Address
C/O REGISTERED AGENT SOLUTIONS, INC. DOS Process Agent 99 WASHINGTON AVENUE, SUITE 700, ALBANY, NY, United States, 12260

Agent

Name Role Address
REGISTERED AGENT SOLUTIONS, INC. Agent 99 WASHINGTON AVENUE, SUITE 700, ALBANY, NY, 12260

History

Start date End date Type Value
2023-05-16 2024-04-22 Address 99 WASHINGTON AVENUE, SUITE 700, ALBANY, NY, 12260, USA (Type of address: Registered Agent)
2023-05-16 2024-04-22 Address 99 WASHINGTON AVENUE, SUITE 700, ALBANY, NY, 12260, USA (Type of address: Service of Process)
2019-12-17 2023-05-16 Address 1175 PITTSFORD VICTOR ROAD, SUITE 110, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)
2012-06-15 2019-12-17 Address 121 SULLY'S TRAIL, SUITE 4, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)
2010-04-21 2012-06-15 Address 141 SULLY'S TRAIL, SUITE 6B, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240422001366 2024-04-22 BIENNIAL STATEMENT 2024-04-22
230516001560 2023-05-16 CERTIFICATE OF CHANGE BY ENTITY 2023-05-16
220412000683 2022-04-12 BIENNIAL STATEMENT 2022-04-01
191217060090 2019-12-17 BIENNIAL STATEMENT 2018-04-01
120615002319 2012-06-15 BIENNIAL STATEMENT 2012-04-01
100709000292 2010-07-09 CERTIFICATE OF PUBLICATION 2010-07-09
100421000938 2010-04-21 ARTICLES OF ORGANIZATION 2010-04-21

Date of last update: 26 Nov 2024

Sources: New York Secretary of State