| Name: | LEVEL FINANCIAL ADVISORS, INC. |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC BUSINESS CORPORATION |
| Status: | Active |
| Date of registration: | 28 Dec 1979 (45 years ago) |
| Entity Number: | 598889 |
| County: | Erie |
| Place of Formation: | New York |
| Address: | 9310 Transit Road, Suite 300, East Amherst, NY, United States, 14051 |
| Address ZIP Code: | 14051 |
Shares Details
Shares issued 200
Share Par Value 0
Type NO PAR VALUE
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1871734 | 9310 TRANSIT ROAD, SUITE 300, EAST AMHERST, NY, 14051 | 9310 TRANSIT ROAD, SUITE 300, EAST AMHERST, NY, 14051 | 7166346113 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | N-PX |
| File number | 028-21465 |
| Filing date | 2024-08-01 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-23
| Form type | 13F-HR |
| File number | 028-21465 |
| Filing date | 2024-07-23 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-19
| Form type | 13F-HR |
| File number | 028-21465 |
| Filing date | 2024-04-19 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-23
| Form type | 13F-HR |
| File number | 028-21465 |
| Filing date | 2024-01-23 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-18
| Form type | 13F-HR |
| File number | 028-21465 |
| Filing date | 2023-10-18 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-14
| Form type | 13F-HR |
| File number | 028-21465 |
| Filing date | 2023-07-14 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-10
| Form type | 13F-HR |
| File number | 028-21465 |
| Filing date | 2023-04-10 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-23
| Form type | 13F-HR |
| File number | 028-21465 |
| Filing date | 2023-01-23 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-18
| Form type | 13F-HR |
| File number | 028-21465 |
| Filing date | 2022-10-18 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-10
| Form type | 13F-HR/A |
| File number | 028-21465 |
| Filing date | 2022-08-10 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-07-19
| Form type | 13F-HR |
| File number | 028-21465 |
| Filing date | 2022-07-19 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-08
| Form type | 13F-HR |
| File number | 028-21465 |
| Filing date | 2022-04-08 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-20
| Form type | 13F-HR |
| File number | 028-21465 |
| Filing date | 2022-01-20 |
| Reporting date | 2021-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEVEL FINANCIAL ADVISORS 401(K) PLAN | 2023 | 161140261 | 2024-06-12 | LEVEL FINANCIAL ADVISORS, INC. | 17 | |||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-06-12 |
| Name of individual signing | MICHAEL HEBURN |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7166346113 |
| Plan sponsor’s address | 1412 SWEET HOME RD STE 7, BUFFALO, NY, 14228 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-16 |
| Name of individual signing | MICHAEL HEBURN |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7166346113 |
| Plan sponsor’s address | 1412 SWEET HOME ROAD, SUITE 7, AMHERST, NY, 14228 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-30 |
| Name of individual signing | MICHAEL HEBURN |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7166343113 |
| Plan sponsor’s address | 1412 SWEET HOME ROAD, SUITE 7, AMHERST, NY, 14228 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-15 |
| Name of individual signing | MICHAEL HEBURN |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7166343113 |
| Plan sponsor’s address | 1412 SWEET HOME ROAD, SUITE 7, AMHERST, NY, 14228 |
Signature of
| Role | Plan administrator |
| Date | 2020-07-24 |
| Name of individual signing | MICHAEL HEBURN |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7166343113 |
| Plan sponsor’s address | 1412 SWEET HOME ROAD, SUITE 7, AMHERST, NY, 14228 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7166346113 |
| Plan sponsor’s address | 1412 SWEETHOME RD, STE 7, AMHERST, NY, 14228 |
Signature of
| Role | Plan administrator |
| Date | 2018-07-01 |
| Name of individual signing | MICHAEL HEBURN |
| Role | Employer/plan sponsor |
| Date | 2018-07-01 |
| Name of individual signing | MICHAEL HEBURN |
| Name | Role | Address |
|---|---|---|
| ROSANNE BRAXTON | Chief Executive Officer | 9310 TRANSIT ROAD, SUITE 300, EAST AMHERST, NY, United States, 14051 |
| Name | Role | Address |
|---|---|---|
| ROSANNE BRAXTON | DOS Process Agent | 9310 Transit Road, Suite 300, East Amherst, NY, United States, 14051 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2023-12-04 | 2023-12-04 | Address | 1412 SWEET HOME ROAD. SUITE 7, AMHERST, NY, 14228, USA (Type of address: Chief Executive Officer) |
| 2023-12-04 | 2023-12-04 | Address | 9310 TRANSIT ROAD, SUITE 300, EAST AMHERST, NY, 14051, USA (Type of address: Chief Executive Officer) |
| 2017-12-01 | 2023-12-04 | Address | 1412 SWEET HOME ROAD. SUITE 7, AMHERST, NY, 14228, USA (Type of address: Chief Executive Officer) |
| 2017-12-01 | 2023-12-04 | Address | 1412 SWEET HOME ROAD. SUITE 7, AMHERST, NY, 14228, USA (Type of address: Service of Process) |
| 2016-05-06 | 2017-12-01 | Address | 1412 SWEET HOME RD STE 7, AMHERST, NY, 14228, USA (Type of address: Chief Executive Officer) |
| 2016-05-06 | 2017-12-01 | Address | 1412 SWEET HOME RD STE 7, AMHERST, NY, 14228, USA (Type of address: Principal Executive Office) |
| 2016-05-06 | 2017-12-01 | Address | 231 HUXLEY DRIVE, AMHERST, NY, 14226, USA (Type of address: Service of Process) |
| 2003-12-17 | 2016-05-06 | Address | 1400 SWEET HOME RD, STE 7, AMHERST, NY, 14228, USA (Type of address: Principal Executive Office) |
| 2003-12-17 | 2016-05-06 | Address | 1400 SWEET HOME RD, STE 7, AMHERST, NY, 14228, USA (Type of address: Chief Executive Officer) |
| 2000-12-28 | 2016-03-14 | Name | SCHROEDER, BRAXTON & VOGT INC. |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 231204001460 | 2023-12-04 | BIENNIAL STATEMENT | 2023-12-01 |
| 211202002805 | 2021-12-02 | BIENNIAL STATEMENT | 2021-12-02 |
| 191202062445 | 2019-12-02 | BIENNIAL STATEMENT | 2019-12-01 |
| 171201006721 | 2017-12-01 | BIENNIAL STATEMENT | 2017-12-01 |
| 160506002007 | 2016-05-06 | BIENNIAL STATEMENT | 2015-12-01 |
| 160314000191 | 2016-03-14 | CERTIFICATE OF AMENDMENT | 2016-03-14 |
| 060120002369 | 2006-01-20 | BIENNIAL STATEMENT | 2005-12-01 |
| 031217002765 | 2003-12-17 | BIENNIAL STATEMENT | 2003-12-01 |
| 011207002739 | 2001-12-07 | BIENNIAL STATEMENT | 2001-12-01 |
| 001228000533 | 2000-12-28 | CERTIFICATE OF AMENDMENT | 2000-12-28 |
Date of last update: 29 Oct 2024
Sources: New York Secretary of State
