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  5. HARBORVIEW FINANCIAL ADVISORS INC.

HARBORVIEW FINANCIAL ADVISORS INC.

Company Details

Name: HARBORVIEW FINANCIAL ADVISORS INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 02 Jun 2006 (19 years ago)
Entity Number: 3371042
ZIP code: 11758
County: Nassau
Place of Formation: New York
Address: 5418 MERRICK RD, MASSAPEQUA, NY, United States, 11758

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HARBORVIEW FINANCIAL ADVISORS INC 401(K) PLAN 2018 205007948 2019-11-24 HARBORVIEW FINANCIAL ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 5167955500
Plan sponsor’s address 5418 MERRICK RD, MASSAPEQUA, NY, 11758

Signature of
Role Plan administrator
Date 2019-11-24
Name of individual signing KEVIN PETTERSEN
HARBORVIEW FINANCIAL ADVISORS INC 401(K) PLAN 2018 205007948 2019-04-03 HARBORVIEW FINANCIAL ADVISORS INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 5167955500
Plan sponsor’s address 5418 MERRICK RD, MASSAPEQUA, NY, 117586213

Signature of
Role Plan administrator
Date 2019-04-03
Name of individual signing KEVIN PETTERSEN
HARBORVIEW FINANCIAL ADVISORS INC 401(K) PLAN 2017 205007948 2018-07-24 HARBORVIEW FINANCIAL ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 5167955500
Plan sponsor’s address 5418 MERRICK RD, MASSAPEQUA, NY, 117586213

Signature of
Role Plan administrator
Date 2018-07-24
Name of individual signing KEVIN PETTERSEN
HARBORVIEW FINANCIAL ADVISORS INC 401(K) PLAN 2016 205007948 2017-10-11 HARBORVIEW FINANCIAL ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 5167955500
Plan sponsor’s address 5418 MERRICK RD, MASSAPEQUA, NY, 117586213

Signature of
Role Plan administrator
Date 2017-10-11
Name of individual signing KEVIN PETTERSEN
HARBORVIEW FINANCIAL ADVISORS INC 401(K) PLAN 2015 205007948 2016-07-22 HARBORVIEW FINANCIAL ADVISORS INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 5167955500
Plan sponsor’s address 5418 MERRICK RD, MASSAPEQUA, NY, 117586213

Signature of
Role Plan administrator
Date 2016-07-22
Name of individual signing KEVIN PETTERSEN
Role Employer/plan sponsor
Date 2016-07-22
Name of individual signing KEVIN PETTERSEN
HARBORVIEW FINANCIAL ADVISORS INC 401K PLAN 2014 205007948 2015-10-14 HARBORVIEW FINANCIAL ADVISORS INC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 5167955500
Plan sponsor’s address 5418 MERRICK RD, MASSAPEQUA, NY, 117586213

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing KEVIN PETTERSEN
Role Employer/plan sponsor
Date 2015-10-14
Name of individual signing KEVIN PETTERSEN

DOS Process Agent

Name Role Address
HARBORVIEW FINANCIAL ADVISORS INC. DOS Process Agent 5418 MERRICK RD, MASSAPEQUA, NY, United States, 11758

Chief Executive Officer

Name Role Address
KEVIN W. PETTERSEN Chief Executive Officer 5418 MERRICK RD, MASSAPEQUA, NY, United States, 11758

History

Start date End date Type Value
2008-06-24 2014-11-17 Address 5510 MERRICK RD, MASSAPEQUA, NY, 11758, USA (Type of address: Chief Executive Officer)
2008-06-24 2014-11-17 Address 5510 MERRICK RD, MASSAPEQUA, NY, 11758, USA (Type of address: Principal Executive Office)
2008-06-24 2014-11-17 Address 5510 MERRICK RD, MASSAPEQUA, NY, 11758, USA (Type of address: Service of Process)
2006-06-02 2008-06-24 Address 92 BROADWAY, AMITYVILLE, NY, 11701, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
141117006244 2014-11-17 BIENNIAL STATEMENT 2014-06-01
120727002232 2012-07-27 BIENNIAL STATEMENT 2012-06-01
100707002767 2010-07-07 BIENNIAL STATEMENT 2010-06-01
080624002990 2008-06-24 BIENNIAL STATEMENT 2008-06-01
060602000889 2006-06-02 CERTIFICATE OF INCORPORATION 2006-06-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8013207306 2020-05-01 0235 PPP 5418 Merrick Road, Massapequa, NY, 11758
Loan Status Date 2021-06-30
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 53737
Loan Approval Amount (current) 53737
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Massapequa, NASSAU, NY, 11758-0001
Project Congressional District NY-03
Number of Employees 3
NAICS code 484220
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 54250.49
Forgiveness Paid Date 2021-04-14

Related by officers

No related officers

Related by address

5418 MERRICK RD, MASSAPEQUA, NY, United States, 11758

PAGANO FURNITURE HOUSE, INC. UNITED FORECLOSURE SOLUTIONS, INC.

Date of last update: 28 Mar 2025

Sources: New York Secretary of State

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