| Name: | NAVIS WEALTH ADVISORS, LLC |
| Jurisdiction: | New York |
| Legal type: | FOREIGN LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 14 Dec 2020 (4 years ago) (Companies founded in December 2020) |
| Entity Number: | 5896687 |
| ZIP code: | 95833 (Companies in Westchester, 95833) |
| County: | Westchester |
| Place of Formation: | Delaware |
| Address: | 2804 GATEWAY OAKS DRIVE #100, SACRAMENTO, CA, United States, 95833 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NAVIS WEALTH ADVISORS LLC 401K PLAN | 2023 | 854148913 | 2024-05-29 | NAVIS WEALTH ADVISORS LLC | 5 | |||||||||||||||||||||
|
||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-05-29 |
| Name of individual signing | PAUL FEGAN |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9148488301 |
| Plan sponsor’s address | 800 WESTCHESTER AVE, STE 700, RYE BROOK, NY, 10573 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-22 |
| Name of individual signing | PAUL FEGAN |
| Name | Role | Address |
|---|---|---|
| C/O PARACORP INCORPORATED | DOS Process Agent | 2804 GATEWAY OAKS DRIVE #100, SACRAMENTO, CA, United States, 95833 |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 230105002036 | 2023-01-05 | BIENNIAL STATEMENT | 2022-12-01 |
| 210527000655 | 2021-05-27 | CERTIFICATE OF PUBLICATION | 2021-05-27 |
| 201214000471 | 2020-12-14 | APPLICATION OF AUTHORITY | 2020-12-14 |
Date of last update: 21 Nov 2024
Sources: New York Secretary of State
