HERITAGE WEALTH MANAGEMENT LLC

Company Details

Name:	HERITAGE WEALTH MANAGEMENT LLC
Jurisdiction:	New York
Legal type:	DOMESTIC LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	24 Mar 2006 (19 years ago)
Entity Number:	3339121
ZIP code:	10552
County:	Putnam
Place of Formation:	New York
Address:	7 W BROAD ST, MT VERNON, NY, United States, 10552

Name	Role	Address
JORGE PEREIRA	DOS Process Agent	7 W BROAD ST, MT VERNON, NY, United States, 10552

Start date	End date	Type	Value
2012-04-26	2014-03-10	Address	7 W BROAD ST, MT VERNON, NY, 10512, USA (Type of address: Service of Process)
2010-03-26	2012-04-26	Address	69 HAYLEY HILL DR, CARMEL, NY, 10512, USA (Type of address: Service of Process)
2006-03-24	2010-03-26	Address	69 HAYLEY HILL DRIVE, CARMEL, NY, 10512, USA (Type of address: Service of Process)

Filing Number	Date Filed	Type	Effective Date
180305006781	2018-03-05	BIENNIAL STATEMENT	2018-03-01
160311006048	2016-03-11	BIENNIAL STATEMENT	2016-03-01
140310007049	2014-03-10	BIENNIAL STATEMENT	2014-03-01
120426002730	2012-04-26	BIENNIAL STATEMENT	2012-03-01
100326003593	2010-03-26	BIENNIAL STATEMENT	2010-03-01
080325002693	2008-03-25	BIENNIAL STATEMENT	2008-03-01
060815000683	2006-08-15	CERTIFICATE OF PUBLICATION	2006-08-15
060324000732	2006-03-24	ARTICLES OF ORGANIZATION	2006-03-24

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

1078387400

2020-05-03

0202

PPP

69 Hayley Hill Dr, Carmel, NY, 10512-3814

Loan Status Date	2022-02-18
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	168212.5
Loan Approval Amount (current)	7346
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	188567
Servicing Lender Name	Loan Source Incorporated
Servicing Lender Address	353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Carmel, PUTNAM, NY, 10512-3814
Project Congressional District	NY-17
Number of Employees	2
NAICS code	523930
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Subchapter S Corporation
Originating Lender ID	29599
Originating Lender Name	Northeast Bank
Originating Lender Address	LEWISTON, ME
Gender	Unanswered
Veteran	Non-Veteran
Forgiveness Amount	7409.2
Forgiveness Paid Date	2021-03-24

Date of last update: 28 Mar 2025