INCOME AND ASSET ADVISORY, INC.

Company Details

Name:	INCOME AND ASSET ADVISORY, INC.
Jurisdiction:	New York
Legal type:	DOMESTIC BUSINESS CORPORATION
Status:	Active
Date of registration:	15 Jan 1986 (39 years ago)
Entity Number:	1050681
ZIP code:	10504
County:	Putnam
Place of Formation:	New York
Address:	80 Business Park Drive, Suite 108, ARMONK, NY, United States, 10504
Principal Address:	80 Business Park Drive, Suite 108, Armonk, NY, United States, 10504

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Name	Role	Address
THE CORPORATION	DOS Process Agent	80 Business Park Drive, Suite 108, ARMONK, NY, United States, 10504

Name	Role	Address
JASON WAXLER	Chief Executive Officer	80 BUSINESS PARK DRIVE, SUITE 108, ARMONK, NY, United States, 10504

Start date	End date	Type	Value
2023-06-09	2025-01-08	Address	80 business park drive, suite 108, ARMONK, NY, 10504, USA (Type of address: Service of Process)
2023-01-31	2025-01-08	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
1986-01-15	2023-01-31	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
1986-01-15	2023-06-09	Address	R.D. N. EIGHT, MAHOPAC, NY, 10541, USA (Type of address: Service of Process)

Filing Number	Date Filed	Type	Effective Date
250108002048	2025-01-08	BIENNIAL STATEMENT	2025-01-08
230609002403	2023-01-31	CERTIFICATE OF AMENDMENT	2023-01-31
B339003-3	1986-03-27	CERTIFICATE OF AMENDMENT	1986-03-27
B311024-5	1986-01-15	CERTIFICATE OF INCORPORATION	1986-01-15

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

1197257704

2020-05-01

0202

PPP

80 BUSINESS PARK DR STE 304, ARMONK, NY, 10504

Loan Status Date	2021-04-22
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	51777
Loan Approval Amount (current)	51777
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	48270
Servicing Lender Name	JPMorgan Chase Bank, National Association
Servicing Lender Address	1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	ARMONK, WESTCHESTER, NY, 10504-0001
Project Congressional District	NY-17
Number of Employees	5
NAICS code	523930
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	194093
Originating Lender Name	JPMorgan Chase Bank, National Association
Originating Lender Address	CHICAGO, IL
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	52225.22
Forgiveness Paid Date	2021-03-16

Date of last update: 16 Mar 2025