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PIERMONT WEALTH MANAGEMENT INC.

Headquarter

Company Details

Name: PIERMONT WEALTH MANAGEMENT INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 31 Oct 2000 (24 years ago)
Entity Number: 2568771
ZIP code: 11747
County: Suffolk
Place of Formation: New York
Address: 48 SOUTH SERVICE ROAD, STE 100, MELVILLE, NY, United States, 11747

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Links between entities

Type Company Name Company Number State
Headquarter of PIERMONT WEALTH MANAGEMENT INC., FLORIDA F19000005261 FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PIERMONT WEALTH MANAGEMENT, INC RET TRUST 2023 134143843 2024-07-19 PIERMONT WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 6314541585
Plan sponsor’s address 48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747

Signature of

Role Plan administrator
Date 2024-07-19
Name of individual signing PHILIP CAPELL
PIERMONT WEALTH MANAGEMENT, INC RET TRUST 2023 134143843 2024-08-22 PIERMONT WEALTH MANAGEMENT, INC. 4
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5164967800
Plan sponsor’s address 48 SOUTH SERVICE RD, SUITE 102, WOODBURY, NY, 11747

Signature of

Role Plan administrator
Date 2024-08-22
Name of individual signing PLAN SPONSOR
PIERMONT WEALTH MANAGEMENT, INC RET TRUST 2023 134143843 2024-08-27 PIERMONT WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5164967800
Plan sponsor’s address 48 SOUTH SERVICE RD, SUITE 102, MELVILLE, NY, 11747

Signature of

Role Plan administrator
Date 2024-08-27
Name of individual signing PLAN SPONSOR
PIERMONT WEALTH MANAGEMENT, INC RET TRUST 2022 134143843 2023-07-04 PIERMONT WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 6314541585
Plan sponsor’s address 48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747

Signature of

Role Plan administrator
Date 2023-07-04
Name of individual signing JACLYN PAGANO
PIERMONT WEALTH MANAGEMENT, INC. RET TRUST 2021 134143843 2022-07-05 PIERMONT WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 6314541585
Plan sponsor’s address 48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747

Signature of

Role Plan administrator
Date 2022-07-05
Name of individual signing PHILIP CAPELL
PIERMONT WEALTH MANAGEMENT, INC. RET TRUST 2020 134143843 2021-07-20 PIERMONT WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 6314541585
Plan sponsor’s address 48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747

Signature of

Role Plan administrator
Date 2021-07-20
Name of individual signing PHILIP J. CAPELL
PIERMONT WEALTH MANAGEMENT, INC. RET TRUST 2019 134143843 2020-07-20 PIERMONT WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 6314541585
Plan sponsor’s address 48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747

Signature of

Role Plan administrator
Date 2020-07-20
Name of individual signing PHILIP CAPELL
PIERMONT WEALTH MANAGEMENT, INC. RET TRUST 2018 134143843 2019-06-27 PIERMONT WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 6314541585
Plan sponsor’s address 48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747

Signature of

Role Plan administrator
Date 2019-06-27
Name of individual signing PHILIP CAPELL
PIERMONT WEALTH MANAGEMENT, INC. RET TRUST 2017 134143843 2018-07-26 PIERMONT WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 6314541585
Plan sponsor’s address 48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747

Signature of

Role Plan administrator
Date 2018-07-26
Name of individual signing JOSEPH PAGANO
PIERMONT WEALTH MANAGEMENT, INC. RET TRUST 2016 134143843 2017-10-13 PIERMONT WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 6314541585
Plan sponsor’s address 48 SOUTH SERVICE RD., STE 102, MELVILLE, NY, 11747

Signature of

Role Plan administrator
Date 2017-10-13
Name of individual signing PHILIP CAPELL

DOS Process Agent

Name Role Address
C/O CAPELL DOS Process Agent 48 SOUTH SERVICE ROAD, STE 100, MELVILLE, NY, United States, 11747

History

Start date End date Type Value
2021-04-19 2021-10-01 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2000-10-31 2021-04-19 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2000-10-31 2006-08-28 Address 317 MADISON AVENUE, SUITE 512, NEW YORK, NY, 00000, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210419000281 2021-04-19 CERTIFICATE OF AMENDMENT 2021-04-19
060828000279 2006-08-28 CERTIFICATE OF AMENDMENT 2006-08-28
001031000140 2000-10-31 CERTIFICATE OF INCORPORATION 2000-10-31

Date of last update: 02 Jan 2025

Sources: New York Secretary of State