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Entity
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Company
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CIK
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0001763608
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EIN
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050558883
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Business address
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6 Tower Place, 12203 Albany, NY
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Phone
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5188674000
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State of incorporation
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NY
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Fiscal year end
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December 31
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Former names
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Wealthpoint, LLC (to 10/18/2022), Capital Financial Planning, LLC (to 4/27/2021)