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FORTERIS WEALTH MANAGEMENT INC.

Company Details

Name: FORTERIS WEALTH MANAGEMENT INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 25 May 2012 (13 years ago) (Companies founded in May 2012)
Entity Number: 4250389
ZIP code: 10504 (Companies in Westchester, 10504)
County: Westchester
Place of Formation: Delaware
Address: 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, United States, 10504

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN 2023 133723913 2024-09-16 FORTERIS WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9146965300
Plan sponsor’s address 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, 10504

Signature of
Role Plan administrator
Date 2024-09-16
Name of individual signing JAY FURST
Valid signature Filed with authorized/valid electronic signature
FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN 2022 133723913 2023-10-03 FORTERIS WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9146965300
Plan sponsor’s address 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, 10504

Signature of
Role Plan administrator
Date 2023-10-03
Name of individual signing JAY FURST
FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN 2021 133723913 2022-10-11 FORTERIS WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9146965300
Plan sponsor’s address 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, 10504

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing JAY FURST
FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN 2020 133723913 2021-10-12 FORTERIS WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9146965300
Plan sponsor’s address 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, 10504

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing JAY FURST
FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN 2019 133723913 2020-10-09 FORTERIS WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9146965300
Plan sponsor’s address 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, 10504

Signature of
Role Plan administrator
Date 2020-10-09
Name of individual signing JAY FURST
FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN 2018 133723913 2019-10-07 FORTERIS WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9146965300
Plan sponsor’s address 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, 10504

Signature of
Role Plan administrator
Date 2019-10-07
Name of individual signing JAY FURST
FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN 2017 133723913 2018-10-10 FORTERIS WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9146965300
Plan sponsor’s address 3020 WESTCHESTER AVENUE, PURCHASE, NY, 105772510

Signature of
Role Plan administrator
Date 2018-10-10
Name of individual signing JAY FURST
Role Employer/plan sponsor
Date 2018-10-10
Name of individual signing JAY FURST
FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN 2016 133723913 2017-10-11 FORTERIS WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9146965300
Plan sponsor’s address 3020 WESTCHESTER AVENUE, PURCHASE, NY, 105772510

Signature of
Role Plan administrator
Date 2017-10-11
Name of individual signing JAY FURST
Role Employer/plan sponsor
Date 2017-10-11
Name of individual signing JAY FURST
FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN 2015 133723913 2016-10-10 FORTERIS WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9146965300
Plan sponsor’s address 3020 WESTCHESTER AVENUE, PURCHASE, NY, 105772510

Signature of
Role Plan administrator
Date 2016-10-10
Name of individual signing JAY FURST
Role Employer/plan sponsor
Date 2016-10-10
Name of individual signing JAY FURST
FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN 2014 133723913 2015-10-14 FORTERIS WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9146965300
Plan sponsor’s address 3020 WESTCHESTER AVENUE, PURCHASE, NY, 105772510

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing JAY FURST
Role Employer/plan sponsor
Date 2015-10-14
Name of individual signing JAY FURST

Chief Executive Officer

Name Role Address
JAY FURST Chief Executive Officer 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, United States, 10504

DOS Process Agent

Name Role Address
FORTERIS WEALTH MANAGEMENT INC. DOS Process Agent 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, United States, 10504

History

Start date End date Type Value
2014-05-23 2018-06-01 Address 3020 WESTCHESTER AVE, PURCHASE, NY, 10577, USA (Type of address: Chief Executive Officer)
2014-05-23 2018-06-01 Address 3020 WESTCHESTER AVE, PURCHASE, NY, 10577, USA (Type of address: Principal Executive Office)
2012-05-25 2018-06-01 Address 3020 WESTCHESTER AVENUE, PURCHASE, NY, 10577, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
200507061022 2020-05-07 BIENNIAL STATEMENT 2020-05-01
180601006856 2018-06-01 BIENNIAL STATEMENT 2018-05-01
160512007018 2016-05-12 BIENNIAL STATEMENT 2016-05-01
140523006173 2014-05-23 BIENNIAL STATEMENT 2014-05-01
120525000333 2012-05-25 APPLICATION OF AUTHORITY 2012-05-25

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 07 Nov 2024

Sources: New York Secretary of State

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