| Name: | RISE ADVISORS, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 05 Jun 2020 (4 years ago) (Companies founded in June 2020) |
| Entity Number: | 5762178 |
| ZIP code: | 14526 (Companies in Monroe, 14526) |
| County: | Monroe |
| Place of Formation: | New York |
| Address: | 9 ROCKBRIDGE LANE, PENFIELD, NY, United States, 14526 |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1831316 | 400 LINDEN OAKS SUITE 120, ROCHESTER, NY, 14625 | 400 LINDEN OAKS SUITE 120, ROCHESTER, NY, 14625 | 5855653380 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-22330 |
| Filing date | 2024-07-09 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-09
| Form type | 13F-HR |
| File number | 028-22330 |
| Filing date | 2024-04-09 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-10
| Form type | 13F-HR |
| File number | 028-22330 |
| Filing date | 2024-01-10 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-10
| Form type | 13F-HR |
| File number | 028-22330 |
| Filing date | 2023-10-10 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-10
| Form type | 13F-HR |
| File number | 028-22330 |
| Filing date | 2023-07-10 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-05
| Form type | 13F-HR |
| File number | 028-22330 |
| Filing date | 2023-04-05 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-06
| Form type | 13F-HR |
| File number | 028-22330 |
| Filing date | 2023-01-06 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-11
| Form type | 13F-HR |
| File number | 028-22330 |
| Filing date | 2022-10-11 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-28
| Form type | 13F-HR |
| File number | 028-22330 |
| Filing date | 2022-07-28 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-22
| Form type | 13F-HR |
| File number | 028-22330 |
| Filing date | 2022-04-22 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-24
| Form type | 13F-HR |
| File number | 028-22330 |
| Filing date | 2022-02-24 |
| Reporting date | 2021-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RISE ADVISORS 401(K) PLAN | 2023 | 851309512 | 2024-05-07 | RISE ADVISORS | 8 | |||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-05-07 |
| Name of individual signing | MARK B. JONES |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5855653486 |
| Plan sponsor’s address | 400 LINDEN OAKS, STE 120, ROCHESTER, NY, 14625 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-10 |
| Name of individual signing | MARK B. JONES |
| Role | Employer/plan sponsor |
| Date | 2023-05-10 |
| Name of individual signing | MARK B. JONES |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5855653486 |
| Plan sponsor’s address | 400 LINDEN OAKS, STE 120, ROCHESTER, NY, 14625 |
Signature of
| Role | Plan administrator |
| Date | 2022-05-05 |
| Name of individual signing | MARK JONES |
| Role | Employer/plan sponsor |
| Date | 2022-05-05 |
| Name of individual signing | MARK JONES |
| Name | Role | Address |
|---|---|---|
| MARK B. JONES | DOS Process Agent | 9 ROCKBRIDGE LANE, PENFIELD, NY, United States, 14526 |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 210105000609 | 2021-01-05 | CERTIFICATE OF PUBLICATION | 2021-01-05 |
| 200605010123 | 2020-06-05 | ARTICLES OF ORGANIZATION | 2020-06-05 |
Date of last update: 21 Nov 2024
Sources: New York Secretary of State
