NORTH SHORE WEALTH MANAGEMENT LLC

Company Details

Name:	NORTH SHORE WEALTH MANAGEMENT LLC
Jurisdiction:	New York
Legal type:	DOMESTIC LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	27 Apr 2005 (20 years ago)
Entity Number:	3197082
ZIP code:	11803
County:	Nassau
Place of Formation:	New York
Address:	255 EXECUTIVE DR, STE 305, PLAINVIEW, NY, United States, 11803

Name	Role	Address
NORTH SHORE WEALTH MANAGEMENT LLC	DOS Process Agent	255 EXECUTIVE DR, STE 305, PLAINVIEW, NY, United States, 11803

Start date	End date	Type	Value
2023-02-22	2024-03-13	Address	255 EXECUTIVE DR, STE 305, PLAINVIEW, NY, 11803, USA (Type of address: Service of Process)
2007-04-20	2023-02-22	Address	255 EXECUTIVE DR, STE 305, PLAINVIEW, NY, 11803, USA (Type of address: Service of Process)
2005-04-27	2007-04-20	Address	25 CLEARWATER DRIVE, PLAINVIEW, NY, 11803, USA (Type of address: Service of Process)

Filing Number	Date Filed	Type	Effective Date
240313000119	2024-03-13	BIENNIAL STATEMENT	2024-03-13
230222000251	2023-02-22	BIENNIAL STATEMENT	2021-04-01
110427002984	2011-04-27	BIENNIAL STATEMENT	2011-04-01
090413003368	2009-04-13	BIENNIAL STATEMENT	2009-04-01
070420002175	2007-04-20	BIENNIAL STATEMENT	2007-04-01
050427000780	2005-04-27	ARTICLES OF ORGANIZATION	2005-04-27

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

7997748406

2021-02-12

0235

PPS

255 Executive Dr Ste 305, Plainview, NY, 11803-1704

Loan Status Date	2021-03-02
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	32800
Loan Approval Amount (current)	32800
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	49274
Servicing Lender Name	Citibank, N.A.
Servicing Lender Address	5800 S. Corporate Place, Sioux Falls, SD, 57108
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Plainview, NASSAU, NY, 11803-1704
Project Congressional District	NY-03
Number of Employees	4
NAICS code	523999
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	49274
Originating Lender Name	Citibank, N.A.
Originating Lender Address	Sioux Falls, SD
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	33199.98
Forgiveness Paid Date	2022-05-09

5031927310

2020-04-30

0235

PPP

255 Executive Dr 305, Plainview, NY, 11803

Loan Status Date	2021-09-24
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	36800
Loan Approval Amount (current)	36800
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	49274
Servicing Lender Name	Citibank, N.A.
Servicing Lender Address	5800 S. Corporate Place, Sioux Falls, SD, 57108
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Plainview, NASSAU, NY, 11803-0001
Project Congressional District	NY-03
Number of Employees	4
NAICS code	523999
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	49274
Originating Lender Name	Citibank, N.A.
Originating Lender Address	Sioux Falls, SD
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	37249.78
Forgiveness Paid Date	2021-07-29

Date of last update: 29 Mar 2025