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PPS ADVISORS, INC.

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Company Details

Name: PPS ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 29 Jan 2010 (15 years ago)
Entity Number: 3906031
ZIP code: 10019
County: Suffolk
Place of Formation: New York
Address: ATTN: JOEL S. FORMAN, ESQ., 1633 BROADWAY, 47TH FL, NEW YORK, NY, United States, 10019
Principal Address: 4250 VETERANS MEMORIAL HWY, STE 100E, HOLBROOK, NY, United States, 11741

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
LAWRENCE PASSARETTI Chief Executive Officer 4250 VETERANS MEMORIAL HWY, STE 100E, HOLBROOK, NY, United States, 11741

DOS Process Agent

Name Role Address
VEDDER PRICE P.C. DOS Process Agent ATTN: JOEL S. FORMAN, ESQ., 1633 BROADWAY, 47TH FL, NEW YORK, NY, United States, 10019

Form 5500 Series

Employer Identification Number (EIN):
271846548
Plan Year:
2024
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
11
Sponsors Telephone Number:

History

Start date End date Type Value
2024-12-20 2024-12-20 Address 4250 VETERANS MEMORIAL HWY, STE 100E, HOLBROOK, NY, 11741, USA (Type of address: Chief Executive Officer)
2014-02-14 2024-12-20 Address ATTN: JOEL S. FORMAN, ESQ., 1633 BROADWAY, 47TH FL, NEW YORK, NY, 10019, USA (Type of address: Service of Process)
2014-02-14 2024-12-20 Address 4250 VETERANS MEMORIAL HWY, STE 100E, HOLBROOK, NY, 11741, USA (Type of address: Chief Executive Officer)
2012-05-11 2014-02-14 Address 4250 VETERANS MEMORIAL HIGHWY, STE 100E, HOLBROOK, NY, 11741, USA (Type of address: Principal Executive Office)
2012-05-11 2014-02-14 Address 4250 VETERANS MEMORIAL HIGHWAY, STE 100E, HOLBROOK, NY, 11741, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
241220003270 2024-12-20 BIENNIAL STATEMENT 2024-12-20
140214002072 2014-02-14 BIENNIAL STATEMENT 2014-01-01
120511002468 2012-05-11 BIENNIAL STATEMENT 2012-01-01
100129000041 2010-01-29 CERTIFICATE OF INCORPORATION 2010-01-29

USAspending Awards / Financial Assistance

Date:
2013-07-18
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
-790000.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
85524169
Mark:
PREMIER RIA NETWORK
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2012-01-24
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PREMIER RIA NETWORK

Goods And Services

For:
investment advisory services
First Use:
2012-01-25
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
85421794
Mark:
PPS ADVISORS
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2011-09-13
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PPS ADVISORS

Goods And Services

For:
Investment advisory services
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
85413166
Mark:
WISDOM IN WEALTH MANAGEMENT
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2011-09-01
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WISDOM IN WEALTH MANAGEMENT

Goods And Services

For:
investment advisory services
First Use:
2010-02-10
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
11
Initial Approval Amount:
$183,100
Date Approved:
2020-04-29
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$183,100
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$185,231.99
Servicing Lender:
Live Oak Banking Company
Use of Proceeds:
Payroll: $183,100

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State