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JP WEALTH MANAGEMENT, INC.

Company Details

Name: JP WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 29 Sep 2003 (22 years ago)
Entity Number: 2959071
ZIP code: 11758
County: Suffolk
Place of Formation: New York
Address: 977 N BROADWAY, N MASSAPEQUA, NY, United States, 11758

Shares Details

Shares issued 2000

Share Par Value 0.01

Type PAR VALUE

Agent

Name Role Address
JOHN CAREY Agent 363 VAN BUREN STREET, SAINT JAMES, NY, 11780

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 977 N BROADWAY, N MASSAPEQUA, NY, United States, 11758

Chief Executive Officer

Name Role Address
JOHN CAREY Chief Executive Officer 977 N BROADWAY, N MASSAPEQUA, NY, United States, 11758

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001967622
Phone:
(866) 562-6969

Latest Filings

Form type:
13F-HR
File number:
028-24620
Filing date:
2025-04-18
File:
Form type:
13F-HR
File number:
028-24620
Filing date:
2025-01-24
File:
Form type:
SC 13G
Filing date:
2023-03-06
File:

Form 5500 Series

Employer Identification Number (EIN):
200303460
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
4
Sponsors Telephone Number:

History

Start date End date Type Value
2003-09-29 2022-03-14 Shares Share type: PAR VALUE, Number of shares: 2000, Par value: 0.01
2003-09-29 2005-11-16 Address 363 VAN BUREN STREET, SAINT JAMES, NY, 11780, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
190912060034 2019-09-12 BIENNIAL STATEMENT 2019-09-01
150901006880 2015-09-01 BIENNIAL STATEMENT 2015-09-01
130906006125 2013-09-06 BIENNIAL STATEMENT 2013-09-01
110922002829 2011-09-22 BIENNIAL STATEMENT 2011-09-01
090902002514 2009-09-02 BIENNIAL STATEMENT 2009-09-01

USAspending Awards / Financial Assistance

Date:
2020-05-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
-85330.00
Total Face Value Of Loan:
0.00

Date of last update: 29 Mar 2025

Sources: New York Secretary of State